Fix the styling on Playbooks

[romi]

The styling on Playbooks makes Playbooks very hard to read and really messes with the usability of this tool.

It would be great if you had more control over the fonts and font sizes, etc.

But at a minimum please make the size of the fonts relevant to the hierarchy of information so it is more readable and easier to use.

i.e.

Current Experience

'Update {object} property ({property name)}' - is the largest text on the page

'Heading 3 'and the 'Question/Prompt' are the second largest text on the page

'Heading 4' is the third largest text on the page

'Paragraph' text is the smallest text on the page

It would be a lot easier to read and use if it was styled as per the following:

'Heading 3' should be the largest text on the page

'Heading 4' should be the second largest text on the page

'Question/Prompt' and 'Paragraph' text should be the same size

'Update {object property} (property name})' should be a grey tone and italicised 

[Lars]

Hi @romi,

Definitely hear you that the formatting of Playbooks needs more flexibility. We don't have any specific plans to change these options right now, but I will add this to our growing list of considerations for better formatting playbooks.

Best,

Lars

[romi]

Hi @Lars outside of allowing formatting of Playbooks, it would be great if the default styles were tweaked to make them more readable when using the Playbook - as right now the names of the questions are weirdly huge

[maddiedowe]

Adding to this, it is very frustrating that you can expand and collapse emails but not playbooks, the pop up for playbooks is really hard to read and would be great if you could make it full screen.

[KUnterlechner]

Agree with this. We upgraded to use the tool, designed the playbooks, but this has proven a real issue in adoption by the staff who simply use the Deal record sidebar to update the information due to the clunkiness of the layouts. 

[tarrady]

Adding to this, images upload very small and you cannot resize them.

It would also be super beneficial to be able to add tables to playbooks 

[MObry]

"But at a minimum please make the size of the fonts relevant to the hierarchy of information so it is more readable and easier to use." That is so true !

It would be also great to have the choice to remove or not the Note space and the label properties to make the playbook lighter for our teleoperators.

Thanks

[mtwatkins]

Echoing the items above - I love the concept of Playbooks, but the UI's limited enough to the point where my AEs are refusing to use it and just opting for manual data entry into deal properties. A few specific requests below (some captured earlier in this chain):

Formatting

• Font size (noted above) - there should be an option to reduce the font size. At normal zoom, a deal property update with ~20 options (dropdown select) takes up pretty much the height of the page on its own even without a prompt (which takes up even more space) --> makes it exceptionally hard for AEs to scroll to or find the right field quickly during a call
• Notes (noted above) - it'd be great to have this be an optional rather than required field for each property update (for example, it's completely unnecessary if the property itself is a text field, and in that case is just taking up space)
• Dropdown selects - it'd be great to have these actually presented as a dropdown, as they are in Hubspot's Forms feature. If you've got a decent number of dropdown options, it a) takes up a lot of space on the form when they're all listed out and b) makes it harder to search for the right entry (versus going vertically down an alphabetical list)

Functionality

• Contact / company association - it'd be great to have Playbooks entered at the deal level have the ability to directly update info for contacts associated with that deal (rather than triggering deal property updates which then get applied to all associated contacts via workflow)
• Meeting association - it'd be great to be able to link Playbooks with specific meetings so there's not two events being left in the deal / company / contact record

[CPSCB]

Seconding @romi and @MObry on "at a minimum please make the size of the fonts relevant to the hierarchy of information so it is more readable and easier to use."

We'd like to not have this text below the question at all, but at least make it not the largest, boldest thing on the page:

Update company property (XYZ)