Template Editor
Master the Crove rich text editor for designing professional document templates.
Template Editor
The template editor is a powerful rich text editor where you design your document templates. It supports everything you need to create professional documents.
Editor toolbar
The toolbar at the top provides quick access to formatting options:
Text formatting
- Bold (
Cmd+B) — Make text bold - Italic (
Cmd+I) — Italicize text - Underline (
Cmd+U) — Underline text - Strikethrough (
Cmd+Shift+S) — Strike through text - Code (
Cmd+E) — Inline code formatting - Highlight — Highlight text with a background color
- Text color — Change the text color
- Font size — Adjust text size
- Font family — Choose from default or custom fonts
Block elements
- Headings (H1–H4) — Document structure headings
- Paragraph — Regular body text
- Blockquote — Quoted text block
- Code block — Multi-line code formatting
- Horizontal rule — Visual separator line
Lists
- Bullet list — Unordered list
- Numbered list — Ordered list
- Checklist — Task/checkbox list
Media and layout
- Image — Insert images from URL or upload
- Table — Insert and format tables
- Link — Add hyperlinks (
Cmd+K)
Special elements
- Variable — Insert a dynamic variable placeholder
- Page break — Force a new page in PDF output
Working with tables
Tables are essential for structured document content like pricing breakdowns, line items, and data summaries.
Creating a table
- Click the Table button in the toolbar
- Select the number of rows and columns
- Click to insert
Table operations
- Add row/column — Click the + buttons on table edges
- Delete row/column — Right-click and select from context menu
- Merge cells — Select cells and merge them
- Cell alignment — Align content left, center, or right
- Table borders — Customize border styles
Working with images
Inserting images
- Click the Image button in the toolbar
- Upload an image from your computer or enter a URL
- The image is inserted at your cursor position
Image options
- Alignment — Left, center, or right align
- Caption — Add a caption below the image
Keyboard shortcuts
Speed up your workflow with keyboard shortcuts:
| Shortcut | Action |
|---|---|
Cmd+B | Bold |
Cmd+I | Italic |
Cmd+U | Underline |
Cmd+E | Inline code |
Cmd+K | Insert link |
Cmd+Z | Undo |
Cmd+Shift+Z | Redo |
Cmd+Shift+7 | Numbered list |
Cmd+Shift+8 | Bullet list |
Cmd+Shift+9 | Checklist |
Tab | Indent list item |
Shift+Tab | Outdent list item |
Enter | New paragraph |
Shift+Enter | Line break (soft return) |
--- | Horizontal rule (type and press Enter) |
On Windows and Linux, replace Cmd with Ctrl.
View modes
The editor supports multiple view modes:
- Edit mode — Full editing capabilities
- Preview mode — See how the document will look when filled
Toggle between modes using the view selector in the editor header.
Auto-save
The editor automatically saves your work as you type. You'll see a "Saved" indicator in the editor header. Template versions are created periodically so you can restore previous states if needed.
Tips for great templates
- Use headings for structure — They make documents easier to navigate and look more professional
- Insert variables inline — Place variables directly in sentences for natural-looking output: "This agreement is between {{Company Name}} and..."
- Use tables for line items — Tables with variable columns work great for invoices and quotes
- Add page breaks — Control page layout in PDF output by inserting explicit page breaks
- Keep it simple — Clean formatting produces the best PDF output