Text Elements

Heading, Para, and Text elements in the builder TEXT panel — how each works and when to use it.

The TEXT section of the left panel has three elements: Heading, Para, and Text.

Heading#

A bold title line. Choose from H1 (largest) to H6 (smallest) in the Properties panel.

Use case: Document title and section labels on an invoice

An invoice needs a clear title at the top and section labels to guide the reader. H1 sets the main document title, H2 marks each section such as Items, Summary, and Terms.

Steps:

1. Drag Heading from the TEXT panel onto the canvas.
2. Use a merge field or type the heading text. Type {{Account.Name}} to pull the company name from the record automatically.
3. In the Properties panel, choose the heading level: H1 for the main title, H2 for sections.
4. Optionally set font size and color in the Properties panel.

H1: {{Account.Name}}
H2: Invoice Summary
H2: Terms & Conditions

H1 heading using {{Account.Name}} merge field, with H2 section labels below. Properties panel shows Heading Level set to H1.

Para#

A block of text with spacing above and below. Use it for body content that needs its own line with breathing room.

Use case: Payment terms on an invoice

The payment terms section of an invoice is a block of readable body text. All lines go into one Para element — press Enter to move to the next line within the same block.

Steps:

1. Drag Para from the TEXT panel onto the canvas.
2. Use a merge field or type the paragraph text. Type {{Opportunity.CloseDate}} to insert the close date from the record automatically.
3. Press Enter to add the next line inside the same Para. Repeat for each sentence.
4. Optionally adjust font size in Properties: use smaller size for fine print, default for body text.

Payment is due within 30 days of {{Opportunity.CloseDate}}.
Late payments are subject to a 1.5% monthly interest charge.
For queries, contact {{Account.Phone}}.

Text#

An inline text span with no block spacing above or below. Use it for labels, values, and short annotations placed alongside other elements.

Use case: Company address block on an invoice

Address details (company name, street, city, email) need to stack tightly line by line inside a section. Text elements with Dividers between them give precise control over spacing without the extra margin a Para would add.

Steps:

1. Drag Text from the TEXT panel into a section.
2. Use a merge field or type the text. Type {{Account.Name}} for the first line and bold it in Properties.
3. Drag a Divider below it to add a line break.
4. Repeat for each line. Use a merge field where the value comes from a record, or type the text directly for fixed content.

{{Account.Name}}         ← Text (bold, merge field)
123 Cloud Street         ← Text (hardcoded)
San Francisco, CA 94105  ← Text (hardcoded)
{{Account.Phone}}        ← Text (merge field)

Tip: Use Para when the text needs its own block margin. Use Text when stacking tight lines that need minimal spacing between them.