Formatting text
Text you write in Sliptree can be formatted: bold, lists, headings, links and more. It works the same way in every rich text field:
- Notes on an invoice or estimate
- Line item descriptions, on the document and in the line item panel
- Product descriptions
- Comments in a document's Activity panel
- The Message of an email template and of the email you send from a document
Select some text and a small toolbar appears with the formatting options. Each option also has a keyboard shortcut, and you can type Markdown directly, which is what Sliptree stores behind the scenes. What you see while writing is what the customer gets on the document page, in the PDF and in the email.
In an email message or template, type : to insert a placeholder.
Formatting options
| Option | Shortcut | Markdown |
|---|---|---|
| Bold | ⌘ B / Ctrl B | **bold text** |
| Italic | ⌘ I / Ctrl I | *italic text* |
| Underline¹ | ⌘ U / Ctrl U | ++underlined text++ |
| Strikethrough | ⌘ ⇧ S / Ctrl Shift S | ~~struck text~~ |
| Inline code | ⌘ E / Ctrl E | `code` |
| Link | ⌘ K / Ctrl K | [title](https://www.example.com) |
| Quote | ⌘ ⇧ B / Ctrl Shift B | > quoted text |
| Bulleted list | ⌘ ⇧ 8 / Ctrl Shift 8 | - First item on each line |
| Numbered list | ⌘ ⇧ 7 / Ctrl Shift 7 | 1. First item on each line |
| Heading 1, 2, 3² | ⌘ ⌥ 1–3 / Ctrl Alt 1–3 | # Heading 1, ## Heading 2, ### Heading 3 |
| Regular text² | ⌘ ⌥ 0 / Ctrl Alt 0 | |
| Horizontal rule² | --- on a line of its own |
|
| Line break | ⇧ Enter / Shift Enter | one line break |
| New paragraph | Enter | one blank line |
¹ Underline is available in comments and emails. On an invoice or estimate an underlined word would look like a link, so notes and descriptions do not offer it.
² Headings and horizontal rules are available in email messages, email templates and notes.
Images, tables, code blocks and raw HTML are not supported; they stay as the text you typed.