Use case: I have a stylized-content area built with a Template component that shows data in multiple objects in a formatted way, with no field labels or section headings at all. An example would be an Order Form, Quote, or a Purchase Order. I need it to look like my company’s printed Order Form or Quote, so that my users can review the form before sending it out to prospects or customers for their signature, perhaps as a PDF via Docusign or just on paper.
However, I’d like my staff to be able to make small tweaks to the Order Form before sending it out — ideally, they’d be able to inline-edit the contents of the Template component and see what the resultant changes would look like immediately, without having to go back in to a record’s detail page.
Allow inline-editing of merge fields in Templates
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