Creating Quotations or Custom Documents

Create a quotation or other document that can be customized from a master document created in Microsoft Word.

Creating a quotation or other document

To create a quotation or other document:

1. Create a master document using Microsoft Word and save it in docx (normal) format. This master document is populated with data from the Configurator 360 model. You can download a sample master document online.
2. Use MergeFields and placeholder images to specify the location and content of data and images of the model.
3. Place the document or multiple master documents into a first-level folder titled documents [sic and English only] and include it in your upload to Configurator 360.
4. Each document in the documents folder is available for download by the end user. If there is only one document, the name of the document is the text shown under the button. If there are multiple documents, "(multiple)" [sic] is shown under the button.