How to create a Product Sheet

A step-by-step guide on how to use PDF Templates to create a product sheet from scratch

PDF Templates is where you can create auto-updating product sheets, sell sheets, and product catalogs that you can download on the fly whenever you need them. 

This guide assumes a few things about your experience with Plytix thus far: 

  1. That you have products imported into the system
  2. That you have a PRO account or trial active

If you don't have any products imported yet, learn how to do so here. If you need a trial, just let us know in the chat and we'll get you set up. 



How to Create a Product Sheet from Scratch

Creating a product sheet can be done in a few steps: 

  1. Select and prepare the attributes you want to use
  2. Design the product layout
  3. Customize your template theme
  4. Choose products to insert into the template and export! 

After creating your template, you can reuse it for any set of products you want.


Selecting and Preparing Attributes 

When you create a new PDF Template, you will see a set up area where you can select the attributes you want to use in the template. By pre-selecting the attributes you want to use in the template, you can also transform those attributes to fit the context. 

add-new-attributes

How to select attributes: 

  1. Click ADD ATTRIBUTES
  2. Select the attributes you want available in the PDF Designer
  3. Click OKAY then SAVE

After your attributes are selected, you can start to make changes to your attributes. This helps you customize attributes for different customers or stakeholders. 

 

How you can prepare and transform your attributes for PDFs: 

ℹ️ Attributes that can be modified have a options icon next to their name that you can click to reveal transformation types    options-icon

  • Change the output label so that what the person sees in the PDF is different from the attribute label in the PIM

output-label

  • Change the decimal format for different regions

Screenshot 2020-07-10 at 14.06.49

  • Change the boolean output
Screenshot 2020-07-10 at 14.10.44

 



Design the Product Layout

Once your attributes are selected and prepared, then you will want to head over to the designer where all the customization happens.

Setting up your product layout is the most important part of your PDF Template, because it is how your products will be displayed. You can add images, descriptions, titles and more. 

To get started: 

  1. Click on DESIGNER in the top right corner
    Screenshot 2020-07-10 at 14.18.43
  2. This will redirect you to a new window. 
    designer-step-by-step
  3. Then choose your document settings. This is important to set first because then your preview will reflect the space and orientation you choose. Changing this later can result in loss of content. 
  4. Add product components to build out your template
  5. Choose your layout (columns, products per page...) by clicking the LAYOUT tab
  6. Preview your changes with different products by changing the product in the top right corner

Customize Your Template Theme

After your product layout is ready, you can start to customize your theme so that your PDF reflects your branding. There are a few ways to adjust the branding elements of your PDF: 


Choose Products To Export

When your template is ready, now it's time to see it in action. PDF Templates can be applied to any of your products. 

To generate a PDF with your products: 

  1. Go to the Product Overview
  2. Choose a set of products
  3. Click EXPORT
  4. Select PDF

Learn more about exporting product content as a PDF here

 

If you have any questions or would like a walkthrough, just find us in the live chat! 😃