Skip to content
  • There are no suggestions because the search field is empty.

Quote document Word version does not format correctly

Some Word versions of quote documents generated in CloudLink do not format as expected.

Problem: Word documents generated from PSQ and CSA Quoter appear "squished" when opened directly in Word 365 or Word 2022, other word editors open correctly.
This is a result of a recent Microsoft change, which they've indicated they will only address with significant customer complaints.

Impact: While the documents look fine in previous versions of Word and other editors, the direct Word 365/2022 experience is degraded.
 
Workaround:
  1. Output the file as a PDF from ServiceLink.
  2. Open the PDF in Word 365/2022, which will automatically convert it to a Word document with acceptable formatting.
User Impact of Workaround: This adds an estimated 30-60 seconds to the process and results in minor aesthetic differences (e.g., in table headers on the left look larger), but is usable.