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Creating and Managing Product Data Sheets

How to create custom PDF templates to autogenerate product data sheets in Plytix

ℹ️ Product Data Sheets is a paid Plytix feature and may not be included in your current subscription. If you'd like more information, a demo, or to try it out, please contact your Account Manager.


Product Data Sheets let you create reusable product sheet templates connected directly to your product data in Plytix. Once published, Plytix automatically generates shareable product sheet URLs for the selected products. Because Product Data Sheets stay connected to your product data, you can review changes, update templates, and publish new versions whenever you're ready.

This article will give you a step-by-step guide on how to create, design, and add products to your product data sheets.

Creating a Product Data Sheet

Adding your Product List

Designing the Layout

 
 
 

 

*Skip to any section in this article by clicking on the links above


Creating a Product Data Sheet

To create a new Product Data Sheet template in Plytix: 

  1. Click on 'Product Data Sheets' in the top navigation menu.
  2. Click on 'Add Template.'
  3. Your new Product Data Sheet will be automatically named  'Untitled', but you can rename it later

Creating a Product Data Sheet


Adding your Product List

You can choose which products you want to use this data sheet template for. 

For example, you might create one template for your Footwear products and a separate template for Accessories, so each product type has fields tailored to its needs.

To customize this:

  1. Navigate to the 'Products' tab
  2. From here you can:
    1. Include all the products you have in Plytix
    2. Select a Static product list already created in your PIM
    3. Create a new list of products to include
  3. Click 'Save changes'

Adding your Product List (1)


Designing the Layout 

In the Designer tab, you can drag and drop components to create a layout. You’ll work with two settings: Components and Style.

Components 

The Components tab is where you build the structure and content of your Product Data Sheet. Components are divided into two categories:

  • Layout blocks
  • Content blocks

Layout blocks help organize the page structure, while content blocks define the information displayed inside the Product Data Sheet.

Layout blocks

Layout blocks control how content is arranged on the page. You can use layout blocks to:

  • place components side by side,
  • create different content sections,
  • control spacing,
  • and organize information more clearly in the final PDF.

Available layout options:

  • 1:1 two equal-width sections
  • 1:2 a smaller section next to a larger section
  • 2:1 a larger section next to a smaller section

To add a layout block:

  1. Open the Components tab.
  2. Select a layout option.
  3. Drag the layout block into the page.
  4. Add content blocks inside each section of the layout.

You can combine multiple layout blocks within the same Product Data Sheet to create different page structures. Empty layout spaces are preserved in the generated PDF, allowing you to intentionally create white space in the document.

Content blocks

Content blocks display product information inside the Product Data Sheet. Content blocks can be either added directly to the page, or placed inside layout blocks.

Available content blocks:

  • Text
  • Media
  • Variants
  • Relationships
  • Free table
  • Product list table

There are four different types of content blocks you can create in your Product Data Sheet: Text, media, variant, and relationships.

  1. Open the Components tab.

  2. Drag and drop a content block into the layout area.

  3. Add an optional heading.

  4. Rearrange components by dragging them up or down.Designing-Components-General

Types of content blocks
  • Text  Designing-Components-text

    • Choose between a one or a two-column layout.

    • One column allows one attribute; two columns allow up to two.

    • Select any attribute from your PIM (except formulas, completeness, or media).

  • Media Designing-Components-MEDIA

    • Add product images or files.

    • Select a media attribute (e.g., Assets).

    • Set the max number of images to show.

    • Adjust the number of columns (1–4).

  • Variants Designing-Components-variants

    • Show variant data in a table (e.g., size, color, SKU).

    • Add up to 6 columns.

    • Set custom output labels.

    • Use "Add column" to include more attributes.

  • Relationships Designing-Components-relationships

    • Display related products (e.g., compatible items or bundles).

    • Select a relationship type from the dropdown.

    • Add up to six attributes.

    • Customize column output labels.

  • Free table

The Free table block allows you to create customizable table layouts inside your Product Data Sheet. Use this block when you want more control over:

    • table structure,

    • manually organized content,

    • or custom information layouts.

Free tables are useful for:

    • technical specifications,

    • comparison sections,

    • or structured reference information.

  • Product list table

The Product list table displays multiple products together inside a structured table layout. This block is useful for:

    • catalogs overviews,

    • price lists,

    • assortments,

    • grouped product overviews,

    • line sheets,

    • or multi-product documentation.

You can configure which product attributes appear in the table and how products are displayed in the final PDF.


Style

The Style tab is where you customize the visual appearance of your Product Data Sheet. You can adjust typography, colors, and background settings to match your brand.

Designing-style

Typography

In the Typography section, you can select the font used in the Product Data Sheet and customize the color and size of:

  • Product titles
  • Section titles
  • Body text
  • Footer text

Background

In the Background section, you can customize the colors used in different areas of the Product Data Sheet:

  • Header
  • Page
  • Footer

Use the color picker or HEX codes to apply your preferred colors.

  1.  Go to the Style tab under Designer settings.

  2. Choose a font from the dropdown to match your brand.

  3. Set your heading color using a HEX code.

  4. Select background colors for the header and footer of your PDF.

💡 Use your company’s brand colors and logo (recommended logo size: 192x512 px).

 


Previewing 

You can preview your Product Data Sheet at any time to review the layout, formatting, and product information before publishing.

To preview your Product Data Sheet:

  1. Open the Product Data Sheet template.

  2. Click "Preview" or "View" in the top-right corner of the page.
    • Preview is available while the template is in Draft status.
    • View is available after the template has been published and is in Live status.

data sheets - preview

Use the product selector to preview how different products appear using the same template. 

data sheets - preview-product selection

After selecting a different product, click "Refresh preview" to regenerate the PDF preview.

 

💡Pro Tip: Open two tabs in your browser side by side, one for making the changes to your PDF and the other to preview the design.

 


Viewing a Published Product Data Sheet

Once your Product Data Sheet is published for the products listed in the template, you can access it from the All Products page in Plytix.

  1. Navigate to 'Products' in the top navigation menu
  2. Click  'Edit Columns' to see the group  'Product data sheets'
  3. Select your Product Data Sheet and click 'Save columns'

Viewing-PDS

    4.  Click the product URL to access your Product Sheet

Viewing-PDS - 2

 

Publishing

Product Data Sheets use a draft-and-publish workflow. This allows you to:

  • edit templates safely,
  • review changes before publishing,
  • and control when updates become visible.

Template statuses

Draft

A template in Draft status has not been published yet. While in Draft status:

  • Product Data Sheet URLs are not generated yet,
  • the template is only visible inside Plytix,
  • and changes are not accessible externally.

To make the Product Data Sheet available and generate URLs containing the content, click "Publish".

Live

A template becomes Live after it has been published at least once. When in Live status:

  • Product Data Sheet URLs are available,
  • the published version can be shared externally,
  • and exports use the current published version.

If you make changes after publishing, click "Publish changes" to update the published version.

Exporting Product Data Sheets

Each published Product Data Sheet generates a stable URL for every included product. These URLs always display the currently published version of the Product Data Sheet and can be exported directly from:

  • the Products page as a URL or PDF,
  • Channels as a URL,
  • and Brand Portals.

This allows you to:

  • share live Product Data Sheets,
  • export PDFs in bulk,
  • include Product Data Sheet URLs in feeds or CSV exports,
  • or embed Product Data Sheets into external workflows.

Exporting as a PDF from the Products page

To export Product Data Sheets from the Products page:

  1. Navigate to the Products page.
  2. Select the products you want to export.
  3. Click the Export Product Data Sheet action in the bottom action bar.
  4. Choose the Product Data Sheet template you want to use.
  5. Enter a file name for the export.
  6. Select an export format.
  7. Click "Export".

Export formats

Split PDFs (ZIP)

Generate one PDF per product and download all PDFs together as a ZIP file.

This format is useful when:

  • each product needs its own PDF,
  • PDFs will be shared individually,
  • or files need to be distributed separately.

Maximum export size: 300 products


Single combined PDF

Generate one PDF containing all selected products together in a single document.

This format is useful for:

  • catalogs,
  • presentations,
  • grouped product documentation,
  • line sheets,
  • or customer-ready overviews.

Maximum export size: 100 products


Export behaviour

  • Only products included in a published Product Data Sheet can be exported, this also applies to exports from Brand Portals..
  • Exports always use the currently published version of the selected template.
  • Changes are not included in exports until the template is published again.
  • To remove a published product from a template, you need to remove it from the list and re-publish.

What's next?