Export options depend on the formats and templates configured for your company. A custom tech-pack option appears only when an appropriate template is configured for your account.
A tech pack collects information for one product in a PDF. A configured custom template may offer options to choose the layout and product information to include.
Create a custom tech pack
- Open the product from the Catalog or from a CRM or PLM project, quote, or order.
- Open the product details and choose the export action.
- Choose the configured tech-pack template, if available.
- Review the available options. Depending on the template, these may include orientation, components, private fields, sticky notes, a cover page and optional image/description, thumbnail, subtitle, company name and logo, email, separator, title, footer, page numbers, images per page, and product fields.
- Select the fields and layout options you need. Save the template under a name if you want to reuse it, then download.
- Open the PDF and check the included information before sharing it.
Available templates and whether private fields or other details are included depend on your company’s configuration.
