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Question

Proposal Description Formatting

  • April 8, 2026
  • 2 replies
  • 16 views

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Hello all, first time poster hot off of implementation and facing down our first season! 

For my first post:  We are having a terrible time with changes in formatting, line spacing, bullet spacing, etc. between what is typed into the opportunity or service description fields in Aspire and what is rendered by the opportunity report when it is generated.  I am lucky to know enough HTML coding to be able to fix things, but unfortunately our salespeople do not have this skill set and they are forced to ask me for assistance more than is convenient.   

Generally speaking, the HTML code generated by Aspire for these descriptions is extremely ‘dirty’ and full of unneeded elements.  I have taken the time to ‘pre-format’ our templates and this has helped but it is definitely not foolproof as deleting or inserting text can foul it all up pretty easily.  Ideally Aspire would implement a much more capable text editor that would produce nice clean HTML code, but since that hasn’t happened yet...   

Has anyone discovered an easy to implement solution that better maintains the formatting between what is typed into Aspire and what is rendered by the opportunity report?  And does anyone have any indication from Aspire that this is a recognized issue that needs to be improved? 

Thank you all for your time and consideration!!      

2 replies

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  • Inspiring
  • April 8, 2026

This is something our company has struggled with and continues to struggle with. Basically, the only way to be sure of what your formatting is going to look like is to constantly have to save and print preview a draft of the report to see what it’s going to actually look like. I agree, it would be great if the formatting in the typable fields in Aspire actually reflected what they would look like when published on reports. We have several times accidentally sent out emails/proposals to customers with formatting problems unknowingly because of this flaw, but our salespeople have basically just learned that they always have to preview their proposals before sending to customers to minimize errors. 


Kbaird
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  • Brainy
  • April 8, 2026

Welcome! I use an HTML stripper like https://codebeautify.org/html-stripper. You can change your default font size in configuration if that’s often messing you up. always paste clean & then format.