Account Plan is not downloading properly in PPT

Dear Team,

We have observed that after downloading account plan in PPT format, the text is not readable in PPT file. Further observed that Account Plan has formatted text in fields like Account Vision, Strengths, Weakness, Opportunities, Challenges. 

We would like to request an enhancement so that rich text formatted values can be downloaded and readable in PPT file






  • Avatar
    Arpad Laczkovszki Official comment

    Hi Partha,

    Formatting inside the PPT should be respected, if you see an issue like you described where the text is not readable using non-rich text fields, please open a support ticket and we'll take a look at what the issue might be.

    As for rich-text fields, can you please provide some context on what would be included in those fields and how much formatting and what kind of structure and elements (images, links) would be expected?



  • Avatar
    Partha Sarkar

    Hi Arpad,

    Thanks for your comments. Please find below sample values that are being used in one of our Account Plan - 

    Account Vision (Rich Text Area) - used a different font, bold. Below html text downloaded into PPT file

    Other Fields (Rich Text Area) - having text formatted as bullet points - with initial word/phrase formatted as bold, - rest of the sentence as normal text

    I have provided some screenshot of how the text looks like. 






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