Format descriptions and terms with rich text
The Description field on quotes, invoices, and subscriptions — and the content of your quote Terms & Conditions sets — supports rich text formatting. Whatever you format shows up the same way in the document preview, the PDF your customer receives, and the quote signing page.
Available formatting
The toolbar above the field offers:
Bold, italic, and underline
Three heading sizes (H1, H2, H3) for section titles
Bulleted and numbered lists
Horizontal divider lines
Tables — the table button inserts a 3×3 table with a header row
Use the numbered-list toolbar button to start a numbered list. Typing 1. at the beginning of a line also starts one automatically. When typing or pasting plain text, other starting numbers remain ordinary text.
While your cursor is inside a table, extra controls appear in the toolbar to add or remove rows and columns or delete the whole table.
Where you can use it
Quote, invoice, and subscription Description — the Description field on the document form.
Terms & Conditions sets — the content editor on Settings → Quotes → Terms & Conditions. Formatting saved there appears at the bottom of every quote that uses that set.
Text you wrote before this feature existed keeps rendering exactly as it did, and it converts to editable paragraphs the first time you open it in the editor.
Formatting and the AI
AI quote/invoice drafting writes formatted descriptions when something calls for it: ask for it in your instructions ("format the description with a heading and a bulleted list"), or give your quote prompt template a formatted Description — the template Description editor on Settings supports the same formatting, and generated documents carry it through exactly, including when the template's instructions direct edits to it.
Suggest keeps your formatting: when the description you're improving has headings, lists, or tables, the suggestion preserves that structure, and the review dialog shows both versions formatted.
Tips
Paste formatted content from another document and the editor keeps the formatting it supports (headings, lists, divider lines, tables, bold/italic/underline); anything else is cleaned up automatically.
If your business uses a customized document template, tables and headings render with standard styling inside the description area of your existing layout.
Where to find it: The Description field on an open quote or invoice, and Settings → Quotes → Terms & Conditions
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