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QuoteWerks Help
Version 25 (Build 3.00) 
September 4, 2025
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The following fields on the Document Items tab support Rich Text: Description, CustomMemo01, CustomMemo02, CustomMemo03, CustomMemo04, CustomMemo05. This means you can format rich text directly from the Document Items tab and have that rich text display on printed output.

To have rich text display on printed outputs you must reference the rich text macro fields in the document layout which will correspond to their non rich text ones. For example, to have rich text print for CustomMemo01 you would use a macro with the postfix of "Rich Text." The macro you would insert into your layouts to display rich text for CustomMemo01 would be "CustomMemo01RichText". If you use just CustomMemo01 the rich text formatting will not display on the printed outputs.

Additionally, rich text must be enabled on the Layout by toggling the rich text box in the Layout Designer. For instruction on how to do this please see the Rich Text Example.

 

This help file contains the following sections:

Enabling Rich Text

Edit Window

Description Preview Panel

Rich Text Example

 

Enabling Rich Text

To enable rich text you must first toggle it on by navigating to Setup -> Options -> Misc and selecting the Enable Rich Text check box. Clicking OK saves these changes.

 

Once you have enable rich text you can click into the fields below on the Document Items tab and the Edit window will appear displaying the rich text options.

Description

CustomMemo01

CustomMemo02

CustomMemo03

CustomMemo04

CustomMemo05

 

Edit Window

To edit a field with rich text either click on the field or open the Preview Panel (for description only) and click on Edit. Both options will open the Edit window where you can adjust the rich text formatting of the selected field.

 

 

The following options are available to format the text:

 Adjust the font style and size

Bold font

Italicize font

Underline font

Strike through font

Adjust text color

Adjust background color

Add a Hyperlink

Align text

Undo and redo actions

Remove Formatting

Open Text Library

 

Rich Text Shortcuts (Edit Window)

ESC Escape

ENTER Insert Paragraph

CTRL+Z Undo the last command

CTRL+Y Redo the last command

TAB Tab

SHIFT+TAB Untab

CTRL+B Set a bold style

CTRL+I Set a italic style

CTRL+U Set a underline style

CTRL+SHIFT+S Set a strikethrough style

CTRL+BACKSLASH Clean a style

CTRL+SHIFT+L Set left align

CTRL+SHIFT+E Set center align

CTRL+SHIFT+R Set right align

CTRL+SHIFT+J Set full align

CTRL+SHIFT+NUM7 Toggle unordered list

CTRL+SHIFT+NUM8 Toggle ordered list

CTRL+LEFTBRACKET Outdent on current paragraph

CTRL+RIGHTBRACKET Indent on current paragraph

CTRL+NUM0 Change current block's format as a paragraph(P tag)

CTRL+NUM1 Change current block's format as H1

CTRL+NUM2 Change current block's format as H2

CTRL+NUM3 Change current block's format as H3

CTRL+NUM4 Change current block's format as H4

CTRL+NUM5 Change current block's format as H5

CTRL+NUM6 Change current block's format as H6

CTRL+ENTER Insert horizontal rule

CTRL+K Show Link Dialog

 

Description Preview Panel

If you would like to view the description rich text formatting without opening the edit window you can do so by toggling on the Preview Panel. This is done by clicking on the button on the grid toolbar. The preview panel is only available for the description field. To view the rich text formatting for other fields simply click into the field to open the edit window.  

To quickly review each lines rich text simply toggle on the Preview Panel and click on each of the rows description field.

With the Preview Panel open you can easily open the Edit Window by clicking on Edit. From here you can adjust the formatting for the selected row.

 

Rich Text Example

Here is an example of the printed output of a product that does not have rich text enabled. As such it is printing with the formatting as dictated by the documents layout created in the Layout Designer.

 

To enable rich text open the edit window by clicking on the field you would like to adjust the formatting of.

 

In the edit window you can adjust the formatting in whatever way you would like using the rich text options across the top of the window. As you can see here we have changed the font color, added a link, and bold and italicized some text.

 

In the layout designer you must toggle on rich text and adjust the field to include the rich text postfix. To do so select the field you wish to edit, toggle on Rich Text and select choose field to find the rich text macro you would like to use. In this example we are adjusting the ${Description} field in the Product frame to be ${DescriptionRichText}.

 

With the above changes made, if we preview the document, the rich text settings set on the Document Items tab will print on the printed output of the document as seen below.