Tables

Tables allow you to display multiple related records in your PDF documents. They're perfect for line items, contact lists, order details, and any repeating data.

Overview

Tables in our platform are dynamic — they automatically expand based on the number of related records. A single template row becomes multiple rows in the generated PDF.

---

Creating a Table

Step 1: Add a Table Element

1. In the template designer, select the Table tool
2. Draw the table area on your canvas
3. Define the number of columns you need

Step 2: Configure Headers

Set up your table headers:

1. Click on the header row
2. Enter the column titles
3. Style the headers (font, size, background color)

Example Headers:

Step 3: Add Merge Fields to Data Row

In the data row (below headers), add merge fields for each column:

Step 4: Configure Table Properties

Adjust table settings:

• Row height: Set the height for data rows
• Header height: Set the height for header row
• Repeat headers: Enable to show headers on continuation pages
• Border style: Configure cell borders

---

Table Merge Field Syntax

Tables use child relationship fields with dot notation:

{{RelationshipName.FieldName}}

Salesforce Examples

Opportunity Line Items:

{{OpportunityLineItems.Name}}
{{OpportunityLineItems.Quantity}}
{{OpportunityLineItems.UnitPrice}}
{{OpportunityLineItems.TotalPrice}}
{{OpportunityLineItems.ProductCode}}

Account Contacts:

{{Contacts.Name}}
{{Contacts.Email}}
{{Contacts.Phone}}
{{Contacts.Title}}

Case Comments:

{{CaseComments.CommentBody}}
{{CaseComments.CreatedDate}}
{{CaseComments.CreatedBy.Name}}

HubSpot Examples

Deal Line Items:

{{line_items.name}}
{{line_items.quantity}}
{{line_items.price}}
{{line_items.amount}}
{{line_items.discount}}

Company Contacts:

{{contacts.firstname}}
{{contacts.lastname}}
{{contacts.email}}

---

Table Features

Dynamic Row Expansion

Tables automatically expand based on your data:

Template (1 data row):

Generated PDF (3 line items):

Repeating Headers

When tables span multiple pages, headers repeat automatically:

1. Enable Repeat headers on new pages in table properties
2. Headers will appear at the top of each page
3. Maintains readability for long tables

Automatic Page Breaks

The system handles page overflow intelligently:

1. Rows that don't fit are moved to the next page
2. Headers repeat on new pages (if enabled)
3. Elements below the table automatically reposition

Content Below Tables

Elements positioned below a table will automatically move down as the table expands:

Example:

• Table at position Y: 100
• "Total" text at position Y: 200
• If table expands by 150 units, "Total" moves to Y: 350

---

Styling Tables

Column Widths

Set individual column widths:

1. Select the column
2. Enter width in millimeters or percentage
3. Ensure total width fits your page

Cell Alignment

Configure text alignment per column:

• Left: Text-based content
• Center: Short values, headers
• Right: Numbers, currency

Borders

Customize cell borders:

• Border color
• Border width
• Show/hide individual borders (top, bottom, left, right)

Row Colors

Apply alternating row colors for readability:

• Header background color
• Data row background color
• Alternate row color (optional)

Cell Padding

Add space within cells:

• Top/bottom padding
• Left/right padding
• Consistent padding improves readability

---

Common Table Use Cases

Invoice Line Items

With totals section below:

Subtotal: {{Amount}}
Tax: {{Tax}}
Total: {{TotalAmount}}

Contact Directory

Order History

Project Tasks

---

Advanced Table Features

Calculated Fields

If your CRM supports formula fields, use them in tables:

{{LineItems.CalculatedDiscount}}
{{LineItems.ExtendedPrice}}

Nested Relationships

Access related data within table rows (where supported):

{{LineItems.Product.Category}}
{{LineItems.Product.Description}}

Empty Tables

When no related records exist:

• Table shows header row only
• Or displays a "No items" message (configurable)

---

Best Practices

1. Plan Your Columns

Before creating a table:

• List all fields you need to display
• Determine appropriate column widths
• Consider which columns are essential vs. optional

2. Optimize Column Widths

• Allocate more width to text-heavy columns
• Numbers and dates need less space
• Test with longest expected values

3. Use Appropriate Alignment

4. Enable Header Repetition

Always enable header repetition for tables that might span pages:

• Improves readability
• Professional appearance
• Essential for long tables

5. Test with Various Data

Generate test PDFs with:

• Single row
• Many rows (to test pagination)
• No rows (to test empty state)
• Long text values (to test wrapping)

6. Consider Mobile/Print

• Avoid too many columns
• Ensure text is readable when printed
• Test at actual print size

---

Troubleshooting

Table Not Expanding

Symptoms: Only one row appears despite multiple records

Solutions:

1. Verify the relationship name is correct
2. Check that related records exist
3. Ensure the relationship is a child relationship (not lookup)
4. Confirm your integration has access to related records

Wrong Relationship Data

Symptoms: Table shows data from unexpected records

Solutions:

1. Verify the relationship API name
2. Check for similarly named relationships
3. Confirm the relationship direction (child, not parent)

Page Break Issues

Symptoms: Table splits awkwardly between pages

Solutions:

1. Adjust row heights
2. Enable header repetition
3. Consider splitting large tables
4. Adjust page margins

Alignment Problems

Symptoms: Text doesn't align properly in cells

Solutions:

1. Check cell alignment settings
2. Verify column widths are adequate
3. Review cell padding settings
4. Test with sample data

Missing Values in Cells

Symptoms: Some cells are empty when data exists

Solutions:

1. Verify field names are correct
2. Check field-level security in CRM
3. Ensure fields have values in source records
4. Review relationship field access

---

Limitations

Current Limitations

• Nested tables: Tables within tables are not supported
• Merged cells: Cell merging is not available
• Complex formulas: Calculations must be done in source system
• Sorting: Records appear in source system order

Data Source Considerations

Salesforce:

• Child relationship limits apply
• SOQL query limits may affect large datasets
• Field-level security affects visible data

HubSpot:

• Association limits may apply
• Some associations require additional API calls

SQL/Google Sheets:

• Limited table support (single-level relationships)
• Consider data structure requirements

---

Next Steps

• Merge Fields - Learn merge field syntax
• Templates - Position tables in templates
• Integrations - Understand data source requirements