You can format text directly inside multiline text fields in your Pitchly records using the Rich Text Editor. This allows styled content, like bold text, italics, and bullet points, to live in your data and carry through to both the Proposals app and Legacy Slides app.
What is the Rich Text Editor?
The Rich Text Editor gives you a full formatting experience inside multiline text fields. Instead of plain text, you can create structured, presentation-ready content directly within your records.
How to Access the Editor
Open a record in Pitchly
Navigate to a multiline text field
Click the pen icon in the top-right corner of the field
4. A dedicated editor window will open
5. Use the formatting ribbon to style your content before saving
Formatting Options
Within the editor, you can:
Bold text
Italicize text
Add bulleted and numbered lists
Insert tables
Adjust font size and color
Insert hyperlinks
Organize and structure longer content
How It Works in Exports
Any formatting applied in the Rich Text Editor will carry over into:
Proposals app exports
Legacy Slides app presentations
Note: Fields using rich text will need the appropriate syntax added to templates to apply it's edited content. This syntax is formatted as: {~~FIELD_NAME}