Electrify module
Documents & Submittals
Design a spec sheet once, bind it to your product data, and every product gets a current sheet. Submittals assemble themselves from a quote; branded quote PDFs are one click.
TName
Tgroup
TLogo
TOrdering guide rules
TOrdering guide
TSpec table copy
TStandard Footer
Page 1 of 3
¹ 40K (CCT) cannot go with DMX (DRIVER)
² WHT or PPL (FINISH) cannot go with UNV (VOLTAGE)
Spec table copy⋮Page background
Upload your designed PDF and place dynamic content on top.
Set background PDFWhy it matters
Documents that update themselves.
Bid-day paperwork is assembled by hand from files that were right last quarter. When documents read from the catalog, the last edit is the only edit.
Change a price once and no document goes out with the old one.
A submittal package for a whole quote is ready in seconds, on bid day.
A rebrand is one template edit instead of four hundred files.
Every document looks the same, whoever on your team sends it.
Your team stops re-exporting PDFs and gets bid week back.
What's included
Spec sheets, submittals and quote PDFs, all from live data.
A design tool for the template, a data layer underneath, and generation on demand.
Design sheets from live data
- Drag-and-drop spec-sheet editor with layers and grid snapping
- Live data fields: specs, images, configurator tables, ordering codes
- Data tables with shared variants and footnotes
Templates and variables, managed once
- Shared variables (warranty, lead times) used across templates
- Per-product overrides on a shared template
- Versioning with publish and roll-back
- Public links that always serve the current version
Submittals and exports, ready to send
- Submittal packages for a whole quote, grouped by type
- Single-configuration submittals from the configurator
- Branded quote PDFs in manufacturer and customer views
- Quote and price-tier CSV exports
Pairs well with