Dynamic Text Block with Inline Fields for Document Designer
V
Vizzzio Group
I propose the introduction of a new "Text Block" element in the Document Designer. This element would function as a rich text editor, allowing users to write free-form paragraphs and long-form text.
The most crucial feature of this block would be the ability to insert dynamic fields directly inline with the text. For example, a user could write a sentence like: "This agreement is made between {Company Name} and {Client Name} on {Date}." The fields in brackets would then be automatically populated with data from the corresponding record.
Why it's needed:
This feature is essential for generating documents like contracts, proposals, personalized letters, or reports. Currently, it is very difficult to create documents that require extensive static text mixed with dynamic data. A dynamic text block would allow users to create complex document templates quickly and efficiently, making it possible to automate the generation of personalized, professional-looking documents without cumbersome workarounds.