Reference: Table Syntax and Formatting

This topic explains the syntax and formatting options for table placeholders used to embed Salesforce CPQ quote data into Contract Lifecycle Management contract templates.

The basic syntax for a table placeholder is:

{{#field_name
  formatting options; (line separated)
/}}
 

The table placeholder must start with {{#
The field_name must match the name of the field on the intake form that is mapped to the quotes from Salesforce.
Formatting options are optional.
The table placeholder must end with /}}

For example, if the field name is quoteTable, the placeholder tag would be:

{{#quoteTable
          /}}

The table is dynamic and uses the Quote Lines view to build columns, so there is no syntax for specifying columns. The table construct doesn’t support nested tables.

The table construct has 3 main sections:

Header:
The top row containing the field names.
Rows:
The details for the quote items.
AggregateRows:
Summary calculations from the quote record, such as Subtotal, Discount, and Grand Total.

Formatting options control the look and feel of the text within the table and must have a prefix indicating the table section to which they apply: Header, Rows, or AggregateRows. Each option must be on a new line and end with a semicolon.

These are the options available:

font-size:
The absolute size in pixels (e.g., 12px).
font-style:
Supported values are normal, bold, underline, or italic.
font-family:
The font name as it appears in document editors (e.g., Arial, Times New Roman).
border-style:
Supported values are solid or dash.
text-align:
Supported values are left, right, or center.

If a placeholder contains an unsupported value for a style, Contract Lifecycle Management will use the default styling instead of generating an error.