Exporting Custom PDF Tech Packs | Surefront Help Center

Exporting Custom PDF Tech Packs

Learn how to export customized PDF Tech Packs

J Updated over 10 months agoJoy Bricker

Tech Packs are PDF downloads that allow you to view data for a single item in a PDF file with a couple clicks. PDF's include images and all product information except private fields.

The exports can be downloaded from the product details page found in:

• The catalog in Product Information Management (PIM)

• Quotes and Order in Customer Relationship Management (CRM)

• Projects, Quotes and Orders in Product Lifecyle Management (PLM)

The catalog in Product Information Management (PIM)

Quotes and Order in Customer Relationship Management (CRM)

Projects, Quotes and Orders in Product Lifecyle Management (PLM)

From any of the above areas:

• Click on the item number to enter the product details area.

• Click Download

Click on the item number to enter the product details area.

Click Download

A Techpack Download Screen will appear with options to select from.

Along the left side column choose your layout among the different options.

Options include:

• Orientation (Landscape or Portrait)

• Display Components (Slide to turn on)

• Display Private Fields (Slide to turn on)

• Display Sticky Notes (Slide to turn on)

• Cover Page (Slide to turn on)

  • An optional image can be added along with a description

• Header Info (Slide to turn off / Uncheck the below boxes to remove from display)

  • Thumbnail

  • Subtitle

  • Company Name

  • Company Logo

  • Email

  • Seperator

  • Title

    • Enter a custom title

• Footer info (Slide to turn off)

• Page Numbers (Uncheck to turn off)

• Product Images Per Page (Click the down area to change)

• Product Fields (Uncheck the box next to the field name to deselect.)

  • Note: private fields are highlighted in purple and automatically included in the download

• If you wish to save the template for future use

  • Type over Default under Template

  • Click Save

• Click download when ready to download the PDF

Orientation (Landscape or Portrait)

Display Components (Slide to turn on)

Display Private Fields (Slide to turn on)

Display Sticky Notes (Slide to turn on)

Cover Page (Slide to turn on)

An optional image can be added along with a description

An optional image can be added along with a description

Header Info (Slide to turn off / Uncheck the below boxes to remove from display)

Thumbnail

Thumbnail

Subtitle

Subtitle

Company Name

Company Name

Company Logo

Company Logo

Email

Email

Seperator

Seperator

Title

• Enter a custom title

Title

Enter a custom title

Enter a custom title

Footer info (Slide to turn off)

Page Numbers (Uncheck to turn off)

Product Images Per Page (Click the down area to change)

Product Fields (Uncheck the box next to the field name to deselect.)

Note: private fields are highlighted in purple and automatically included in the download

Note: private fields are highlighted in purple and automatically included in the download

If you wish to save the template for future use

Type over Default under Template

Type over Default under Template

Click Save

Click Save

Click download when ready to download the PDF

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