Exporting Default PDF Line Sheets

A default PDF line sheet appears only when it is enabled for your company. Export Product Data options vary by account and configured templates.

A default line sheet presents multiple selected products in a PDF with images and basic product information.

  1. Select products in the Catalog, CRM quote or order, or PLM project, quote, or order.
  2. Open the export action. In PIM, use the product actions menu; in CRM and PLM, use the download action.
  3. Select the default line-sheet export if it is available. Review the generated PDF before sharing.

Customizable PDF line sheets and company-configured templates may require an account feature or upgrade. If the expected option is not shown, contact your administrator or Surefront representative.

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