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Template editor and formatting

Learn how to use our template editor for your terms templates!

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Written by Beth Doble

Bring your engagement letters and templates to life with our rich text editor.

Below you'll find different formatting techniques to give your templates that extra edge.

The Editor

The editor is used to format your templates in Ignition.

The template editor: the More actions menu and purple Save button, with the formatting toolbar above the content

Use the toolbar to format these elements:

  • Bold

  • Italics

  • Underline

  • Strikethrough

  • Text color

  • Highlight color

  • Hyperlink

  • Image

  • Alignment

  • Unordered List

  • Ordered List

  • Tables

  • Undo

  • Redo

  • Placeholders


Differences between toolbars

The Terms, Services and Notifications toolbars offer slightly different formatting options.

The Terms toolbar has the full set of options. The Services and Notifications toolbars are more streamlined to keep the final proposal display consistent.

If you need certain functionality for your business, please reach out to us with your use case at help@ignitionapp.com. We'd love to research and understand your needs.


Inserting Images

You can upload an image to add to your templates if you wish.

Either copy and paste it into your template directly or insert the image via URL using the image button in the toolbar.

Please note: If you are copying and pasting a URL, please ensure you copy the "http://" or "https://" in the link otherwise you may run into issues.

Insert an image via URL from the toolbar image button

To resize an image, select it and drag the corners. Select an image to change its alignment.


Using Placeholders

Use Placeholders to dynamically populate your client's details in your templates.

Placeholders appear with a grey background. Hover over one to see a description of what it will display.

Click Placeholders to insert a particular placeholder you wish to use.

The Placeholders dropdown, with the merge-field list

If your placeholder is not displaying correctly or is not working as expected, please follow these steps to troubleshoot.


Using the signature font

If you wish to insert a signature style font, simply highlight your name (or the text you want to change) with your cursor and click Paragraph → Signature 1, 2 or 3.

The Paragraph dropdown, with the Signature 1, 2 and 3 styles


Dynamic content with Liquid

The Terms Templates are supported by Liquid for more dynamic and customized content. Liquid uses a combination of objects, tags, and filters inside template files to display dynamic content.

Fallback values (defaults)

Code

Result

Hi {{ contact.addressee | default:contact.name }}

Hi Mike

If Contact does not have a first name:

Hi Michael Jordan,

Adding Comments (hiding text)

The Terms Templates are supported by Liquid for more dynamic and customized content. Liquid uses a combination of objects, tags, and filters inside template files to display dynamic content.

You can add comments that will not be rendered/displayed by wrapping text in

{% comment %} and {% endcomment %} tags.

Example:

{% comment %} This is a comment or note. This will not display to your clients {% endcomment %} 

If statements (conditional)

You can use “if” statements to show certain details in your terms template only when they’re relevant.

If you want to add if statements to your terms templates, the statements must be on separate lines by themselves to prevent any errors. Then, add the information in.

Alternatively, copy and paste this example code below and enter in your variables on the empty lines.

{% if client.name == contact.name %}

{{ client.name }}
{{ client.address }}

{% else %}

{{ contact.name }}
{{ client.name }}
{{ client.address }}

{% endif %}


Line and paragraph spacing

If you need to add a new paragraph, simply press Return/Enter on your keyboard.

If you need to add a blank line (a new line), simply press Shift + Return/Enter on your keyboard.


Horizontal Line / Divider

If you would like to use a horizontal line to to better segment or divide your terms template, you can type three dashes to create a horizontal line/divider.

---

Example:

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