Generating Advanced PDF Spec Packages

Written By Indema Support

Last updated 2 days ago

Introduction to the Feature 0:00

  • Users can now access export options on the products page.

  • Available formats: PDF and CSV.

Organizing Exported Data 0:56

  • Users can organize data by:

    • Project

    • Paper style (11x17 or 8.5x11)

    • Room

    • Category

    • Vendor

    • Status

    • Tag

  • Automatic organization of items based on selected criteria.

Customization Features 2:01

  • Options to include sub-items and client-facing names in the PDF.

  • Customization of data points:

    • Show/hide markup

    • Change header font

    • Show/hide specific columns (details, specifications, etc.)

  • Terms and conditions can be added to the bottom of the PDF.

Saving and Loading Presets 4:04

  • Users can save presets for future exports.

  • Example: Create a 'construction preset' that remembers selected options.

Beta Testing and Future Updates 5:03

  • New features will be in beta status for testing.

  • Encouragement for user feedback on additional features.

  • Mention of upcoming updates, including individual spec sheets for items.

Conclusion 5:41

  • Timothy thanks the audience for their support and encourages them to test the new feature.Timothy introduces himself and expresses excitement about the new feature.

  • Collaboration with Gemma over the past week to develop this feature.

  • Emphasis on the advanced nature of this feature compared to industry standards.

Understanding the Export Options 0:46

Introduction to the Feature 0:00

  • Timothy introduces himself and expresses excitement about the new feature.

  • Collaboration with Gemma over the past week to develop this feature.

  • Emphasis on the advanced nature of this feature compared to industry standards.

Understanding the Export Options 0:46

  • Users can now access export options on the products page.

  • Available formats: PDF and CSV.

Organizing Exported Data 0:56

  • Users can organize data by:

    • Project

    • Paper style (11x17 or 8.5x11)

    • Room

    • Category

    • Vendor

    • Status

    • Tag

  • Automatic organization of items based on selected criteria.

Customization Features 2:01

  • Options to include sub-items and client-facing names in the PDF.

  • Customization of data points:

    • Show/hide markup

    • Change header font

    • Show/hide specific columns (details, specifications, etc.)

  • Terms and conditions can be added to the bottom of the PDF.

Saving and Loading Presets 4:04

  • Users can save presets for future exports.

  • Example: Create a 'construction preset' that remembers selected options.

Beta Testing and Future Updates 5:03

  • New features will be in beta status for testing.

  • Encouragement for user feedback on additional features.

  • Mention of upcoming updates, including individual spec sheets for items.

Conclusion 5:41

  • Timothy thanks the audience for their support and encourages them to test the new feature.

  • Users can now access export options on the products page.

  • Available formats: PDF and CSV.

Organizing Exported Data 0:56

Introduction to the Feature 0:00

  • Timothy introduces himself and expresses excitement about the new feature.

  • Collaboration with Gemma over the past week to develop this feature.

  • Emphasis on the advanced nature of this feature compared to industry standards.

Understanding the Export Options 0:46

  • Users can now access export options on the products page.

  • Available formats: PDF and CSV.

Organizing Exported Data 0:56

  • Users can organize data by:

    • Project

    • Paper style (11x17 or 8.5x11)

    • Room

    • Category

    • Vendor

    • Status

    • Tag

  • Automatic organization of items based on selected criteria.

Customization Features 2:01

  • Options to include sub-items and client-facing names in the PDF.

  • Customization of data points:

    • Show/hide markup

    • Change header font

    • Show/hide specific columns (details, specifications, etc.)

  • Terms and conditions can be added to the bottom of the PDF.

Saving and Loading Presets 4:04

  • Users can save presets for future exports.

  • Example: Create a 'construction preset' that remembers selected options.

Beta Testing and Future Updates 5:03

  • New features will be in beta status for testing.

  • Encouragement for user feedback on additional features.

  • Mention of upcoming updates, including individual spec sheets for items.

Conclusion 5:41

  • Timothy thanks the audience for their support and encourages them to test the new feature.

  • Users can organize data by:

    • Project

    • Paper style (11x17 or 8.5x11)

    • Room

    • Category

    • Vendor

    • Status

    • Tag

  • Automatic organization of items based on selected criteria.

Customization Features 2:01

Introduction to the Feature 0:00

  • Timothy introduces himself and expresses excitement about the new feature.

  • Collaboration with Gemma over the past week to develop this feature.

  • Emphasis on the advanced nature of this feature compared to industry standards.

Understanding the Export Options 0:46

  • Users can now access export options on the products page.

  • Available formats: PDF and CSV.

Organizing Exported Data 0:56

  • Users can organize data by:

    • Project

    • Paper style (11x17 or 8.5x11)

    • Room

    • Category

    • Vendor

    • Status

    • Tag

  • Automatic organization of items based on selected criteria.

Customization Features 2:01

  • Options to include sub-items and client-facing names in the PDF.

  • Customization of data points:

    • Show/hide markup

    • Change header font

    • Show/hide specific columns (details, specifications, etc.)

  • Terms and conditions can be added to the bottom of the PDF.

Saving and Loading Presets 4:04

  • Users can save presets for future exports.

  • Example: Create a 'construction preset' that remembers selected options.

Beta Testing and Future Updates 5:03

  • New features will be in beta status for testing.

  • Encouragement for user feedback on additional features.

  • Mention of upcoming updates, including individual spec sheets for items.

Conclusion 5:41

  • Timothy thanks the audience for their support and encourages them to test the new feature.

  • Options to include sub-items and client-facing names in the PDF.

  • Customization of data points:

    • Show/hide markup

    • Change header font

    • Show/hide specific columns (details, specifications, etc.)

  • Terms and conditions can be added to the bottom of the PDF.

Saving and Loading Presets 4:04

Introduction to the Feature 0:00

  • Timothy introduces himself and expresses excitement about the new feature.

  • Collaboration with Gemma over the past week to develop this feature.

  • Emphasis on the advanced nature of this feature compared to industry standards.

Understanding the Export Options 0:46

  • Users can now access export options on the products page.

  • Available formats: PDF and CSV.

Organizing Exported Data 0:56

  • Users can organize data by:

    • Project

    • Paper style (11x17 or 8.5x11)

    • Room

    • Category

    • Vendor

    • Status

    • Tag

  • Automatic organization of items based on selected criteria.

Customization Features 2:01

  • Options to include sub-items and client-facing names in the PDF.

  • Customization of data points:

    • Show/hide markup

    • Change header font

    • Show/hide specific columns (details, specifications, etc.)

  • Terms and conditions can be added to the bottom of the PDF.

Saving and Loading Presets 4:04

  • Users can save presets for future exports.

  • Example: Create a 'construction preset' that remembers selected options.

Beta Testing and Future Updates 5:03

  • New features will be in beta status for testing.

  • Encouragement for user feedback on additional features.

  • Mention of upcoming updates, including individual spec sheets for items.

Conclusion 5:41

  • Timothy thanks the audience for their support and encourages them to test the new feature.

  • Users can save presets for future exports.

  • Example: Create a 'construction preset' that remembers selected options.

Beta Testing and Future Updates 5:03

Introduction to the Feature 0:00

  • Timothy introduces himself and expresses excitement about the new feature.

  • Collaboration with Gemma over the past week to develop this feature.

  • Emphasis on the advanced nature of this feature compared to industry standards.

Understanding the Export Options 0:46

  • Users can now access export options on the products page.

  • Available formats: PDF and CSV.

Organizing Exported Data 0:56

  • Users can organize data by:

    • Project

    • Paper style (11x17 or 8.5x11)

    • Room

    • Category

    • Vendor

    • Status

    • Tag

  • Automatic organization of items based on selected criteria.

Customization Features 2:01

  • Options to include sub-items and client-facing names in the PDF.

  • Customization of data points:

    • Show/hide markup

    • Change header font

    • Show/hide specific columns (details, specifications, etc.)

  • Terms and conditions can be added to the bottom of the PDF.

Saving and Loading Presets 4:04

  • Users can save presets for future exports.

  • Example: Create a 'construction preset' that remembers selected options.

Beta Testing and Future Updates 5:03

  • New features will be in beta status for testing.

  • Encouragement for user feedback on additional features.

  • Mention of upcoming updates, including individual spec sheets for items.

Conclusion 5:41

  • Timothy thanks the audience for their support and encourages them to test the new feature.

  • New features will be in beta status for testing.

  • Encouragement for user feedback on additional features.

  • Mention of upcoming updates, including individual spec sheets for items.