Exporting Default PDF Line Sheets | Surefront Help Center

Exporting Default PDF Line Sheets

Learn how to export default PDF Line Sheets

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Written by Joy Bricker
Updated over 10 months agoJoy Bricker

Line sheets are PDF downloads that allow you to view multiple items in a PDF file with a few clicks. They include images and basic product information.

The exports can be downloaded from:

  • 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:

  • Select the product(s) by clicking on the box next to the item number.

  • In CRM & PLM: Click Download

  • In PIM: Click the 3 dots next to More, then click Download

Select the product(s) by clicking on the box next to the item number.

In CRM & PLM: Click Download

In PIM: Click the 3 dots next to More, then click Download

The download will automatically start.

Download Button in CRM & PLM

Download Button in PIM

PDF Line Sheet Example

Want to customize the PDF line sheet download? Upgrade now.

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