Templates

Tables in Templates

Tables are essential for structured data like line items, pricing breakdowns, and formatted content. Learn how to use tables effectively in your PDF CreateMate templates.

Static Tables

Fixed tables with predetermined rows and columns. Ideal for:

  • Contact information layouts
  • Fixed pricing structures
  • Form-style documents

Creating Static Tables

  1. In Microsoft Word, go to Insert > Table
  2. Select the number of rows and columns
  3. Add content and placeholders
  4. Format borders, colors, and spacing
  5. Save and upload to PDF CreateMate

Example: Contact Details Table

Field Value
Name {{firstname}} {{lastname}}
Email {{email}}
Phone {{phone}}
Company {{company}}

Table Formatting

Borders and Shading

  • Use Word's table design tools for consistent styling
  • Apply header row formatting for clarity
  • Consider alternating row colors for readability

Column Widths

Set fixed column widths for consistent layouts:

  1. Select the table
  2. Right-click > Table Properties
  3. Go to the Column tab
  4. Set specific widths

Cell Padding

Add breathing room to table content:

  1. Right-click the table
  2. Select Table Properties > Options
  3. Set default cell margins

Totals and Calculations

Summary Rows

Add fixed summary rows at the bottom of a pricing table. These rows always appear — use them for values that are always present on every document:

Description Amount
Subtotal {{amount}}
Discount {{discount_amount}}
Tax {{tax_amount}}
Total {{total_amount}}

Conditional Content in Cells

Conditional blocks work inside table cells to show or hide text within a cell. Use this to handle optional values like discounts or taxes that may be empty for some contacts:

{{discount_amount > 0 ? 'Discount applied' : 'No discount'}}

When discount_amount is 0 or empty, the cell shows the false value (the text after :). Use '' to show nothing instead.

Table Styling Tips

Consistent Formatting

  • Use Word's built-in table styles for consistency
  • Create a template style guide for your organization
  • Keep formatting simple for reliable conversion

Responsive Considerations

  • Avoid very wide tables (may not fit on the page)
  • Use percentage-based widths where possible
  • Test with varying content lengths
  • Add page break controls for long tables
  • Consider header row repetition across pages
  • Test with realistic data volumes

Common Table Issues

Tables Breaking Incorrectly

Problem: Tables split awkwardly across pages.

Solution:

  1. Select the table
  2. Right-click > Table Properties
  3. Go to Row tab
  4. Check "Allow row to break across pages" (or uncheck to prevent)
  5. Enable "Repeat as header row" for the header

Alignment Issues

Problem: Content doesn't align properly in cells.

Solution:

  1. Select affected cells
  2. Right-click > Table Properties > Cell
  3. Set vertical alignment (Top, Center, Bottom)
  4. Use paragraph alignment for horizontal positioning

Content Overflow

Problem: Text is cut off or cells expand unexpectedly.

Solution:

  1. Set cell width and height explicitly
  2. Enable text wrapping within cells
  3. Use smaller font sizes for dense data
  4. Consider splitting into multiple columns