Export options depend on the formats and templates configured for your company. The Export Product Data drawer may show CSV or account-specific templates; a line-sheet template is available only when configured for your account.
A line sheet presents multiple products in a PDF with product images and selected product information. Where a custom line-sheet template is available, you can choose its layout and fields.
Create a custom line sheet
- Select products in the Catalog, CRM quotes or orders, or PLM projects, quotes, or orders.
- Open the product export action. In PIM, use the product actions menu; in CRM and PLM, use the download/export action.
- Choose the configured line-sheet template, if available.
- Choose the orientation and products per page. Depending on the template, you may also be able to include components, a cover page and optional image/description, company name and logo, email, separator, title, footer, and page numbers.
- Select the product fields to include. The layout determines how many fields and lines fit; adjust the line allocation where the control is available.
- Save the template under a name if you want to reuse it, then start the download.
Review the downloaded PDF before sharing it. Private fields, template availability, and options depend on the configuration and account features enabled for your company.
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