Salesforce CPQ Quote Document HTML Template Content format tips

• Alignment of content within tables--If you are adding a table to a Template Content via the standard editing widget, there can be some issues with alignment. Using the standard paragraph formatting buttons for left, right, and center text alignment within the confines of a table will not apply the correct markup to the HTML text. It will attempt to modify the "text-align" style element within the <td> tags on the table. This will need to be fixed via editing the source code (accessed via the source button in the tool bar). After creating a table and highlighting text to set its alignment, navigate into the source code and replace the "text-align" with "align" in the tags for your table text.
• In order to set the height of cells of tables, you must configure it at the <td> tag level. Height at the <table> and <tr> levels will be ignored by the document generator, even if they show up correctly in the formatting widget.
• Table border colors must be set with border-color style attribute.
• Rich text merge fields can lose their formatting in some instances depending on whether the value is saved from Lightning vs Classic. For example, blank lines in rich text fields when saved in Lightning using the rich text editor in Lightning will NOT show as blank lines in the output document. However, opening that field in the Salesforce Classic UI, editing, and saving will show the blank lines of the field in your output document.
• The best way to ensure that an image appears in the correct size in a document is to upload a version of the image in the exact resolution needed for the document and inserting it from the org.
• If pasting in content from another source, try pasting as plain text or removing all formatting before pasting the content.

Considerations:

• When the Product Description is translated, carriage returns or bullet points formatting is omitted from both document preview and document generation when the Org default language is something other than the translated language. To preserve formatting details, create a custom Rich Text Area field on the Product and Quote Line and display this field on the Quote Template. 
• Copy & Paste can create unexpected formatting. Hidden HTML formatting can be introduced when copying from a source and pasting directly into the Quote Line Description field. Instead, paste as plain text without formatting. Another option is to first copy the text into a plain text editor. Then copy from the plain text editor to the rich text field.