Funktioner > funktioner/tilbud-og-dokumentgenerering

Turn every configuration into a professional quote or document

Mercura generates branded PDF and Word documents from validated configurations. Prices, BOM lines, images, options, and terms merge from live product data, not copy-paste from old templates.

Airmaster tilbuds-PDF, side 1

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Eksempel på Airmaster-tilbud fra CPQ-konfigurationsdata.

PDF · Word

Branded document templates

1 config

One source for quote content

Per channel

Templates by market and partner

Quote templates

Everything your quote needs, from configuration data

Build quote and proposal documents from the same validated state as ERP handoff, with consistent layout and branding.

Branded quote templates

Word and PDF templates with your logo, typography, and layout, shared across direct and dealer channels.

Product and configuration details

Selected options, line items, quantities, and configuration-specific descriptions merged into the document.

Pricing and commercial terms

Customer-specific pricing, discounts, payment terms, and validity dates from the live configuration.

Images and visual sections

Product images, configured visuals, and section graphics embedded where the template defines them.

Localized documents

Translated names, descriptions, legal terms, and market-specific copy per country and language.

Reusable template logic

Carbone merge rules and conditional sections so templates adapt to product type, channel, or document length.

Document use cases

One generator, many document types

Most manufacturers need more than one layout. Mercura supports different structures for direct sales, dealers, and regional markets.

  • Salgstilbud
  • Budgettilbud
  • Formelle proposals
  • Forhandlertilbudsdokumenter
  • Kundevendte produktoversigter
  • Produktspecifikationsark
  • Ordrebekræftelser
  • Vilkår og betingelser-dokumenter
  • Installations- og projektdokumentation
  • Markedsspecifikke tilbudsskabeloner
  • Partnerspecifikke dokumentskabeloner
  • Konfigurationsoversigtsdokumenter

Customer experience

Documents that make complex offers easier to review

A useful CPQ document shows what was configured, what is included, what is optional, and what happens next, not just a price total.

Clear product presentation

Show the configured solution with descriptions, images, selected options, and scope the buyer can evaluate.

  • Configuration summary
  • Embedded product images
  • Options listed explicitly

Consistent sales experience

Every customer and dealer gets the same template logic instead of a manually edited file from last quarter.

  • Branded layout every time
  • Same logic for dealers
  • No outdated file versions

Less back and forth

Include pricing, terms, and product detail up front so procurement can review without extra email rounds.

  • Terms included
  • Structured pricing sections
  • Regenerate when config changes

How it works

From validated configuration to branded quote document

Mercura connects your product model to reusable document templates so sales stops rebuilding quotes from outdated files.

Konfigurer

Valideret konfiguration

1

Vælg skabelon

Tilbud eller proposal

2

Generer dokument

Live produktdata

Del eller regenerer

PDF- eller Word-download

01

Konfigurer produktet

Gyldig konfiguration med regler, afhængigheder og realtidspriser, for sælgere, forhandlere eller self-service.

02

Vælg skabelonen

Vælg den rette tilbuds-, proposal- eller ordrebekræftelsesskabelon for kanal, region, partner eller dokumenttype.

03

Generer dokumentet

Mercura samler konfigurationsdata, priser, billeder og lokaliseret indhold i den valgte PDF- eller Word-skabelon.

04

Del eller regenerer

Download det færdige dokument eller regenerer med det samme, når konfiguration, priser eller vilkår ændres.

Template pipeline

From configuration data to customer-ready documents

Configuration data flows through branded templates to produce PDF and Word files for customers, dealers, and internal sales teams.

Mercura CPQ

Configuration data, pricing, images, and text

Document templates

Branded layouts, sections, and reusable blocks

Carbone template logic for dynamic sections.

PDF Word

Generated documents

PDF and Word files for customers, dealers, and sales

What changes with configuration-driven documents

Replace manual assembly of Word files with documents generated from the same validated state you would send to ERP.

01

Quotes produced in minutes

Generate a complete branded document from the configuration instead of copying rows into a template.

02

Consistent structure across channels

Direct sales, dealers, and regional teams use shared template logic with the same data bindings.

03

Fewer price and spec mistakes

Prices, descriptions, and terms come from the validated configuration, not manual paste from older quotes.

04

Templates for more sales scenarios

Deploy market-specific, partner-specific, and document-type templates without maintaining parallel file libraries.

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