Features > Quote And Document Generation
Quote & Document Output Generation

Turn every configuration into a professional quote or document

Mercura CPQ generates branded, customer-ready PDF and Word documents from your product configurations — with prices, product details, images, selected options, descriptions, and terms inserted automatically. No copy-pasting into old Word templates.

Airmaster Sales Quote.pdf
Generated

+ 42 more pages…

Cover · 1 / 5

Pages

62

Products

2

Sections

5

Format

PDF

Template

Branded quote

Output

PDF · Word

Airmaster A/S

Office ventilation · configured via Mercura CPQ

From configuration Branded template Localized

PDF · Word

Branded document templates

1 config

Customer-ready quote documents

Many

Templates per channel and market

Quote templates

Everything your quote needs, generated automatically

Build complete quote and proposal documents from configuration data — with consistent layout, branding, and content every time.

Branded quote templates

Customizable Word and PDF templates with your logo, typography, and layout — consistent across every sales channel.

Product and configuration details

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

Pricing and commercial terms

Customer-specific pricing, discounts, payment terms, and validity dates pulled from the live product model.

Images and visual sections

Product images, variant visuals, and configuration-specific graphics embedded in quote and proposal sections.

Localized documents

Translated product names, descriptions, legal terms, and market-specific copy for every country and language.

Reusable template logic

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

Document use cases

One generator, many document use cases

Most manufacturers need more than one quote layout. Mercura supports different document structures for different sales processes, partners, and markets.

  • Sales quotes
  • Budgetary offers
  • Formal proposals
  • Dealer quote documents
  • Customer-facing product summaries
  • Product specification sheets
  • Order confirmations
  • Terms and conditions documents
  • Installation and project documentation
  • Market-specific quote templates
  • Partner-specific document templates
  • Configuration summary documents

Customer experience

Documents that make complex offers easier to understand

A good CPQ document is not just a price list. It helps the buyer understand what has been configured, what is included, what is optional, and what the next step is.

Clear product presentation

Show the configured solution with descriptions, images, selected options, and the details buyers need to evaluate the offer.

  • Configuration summary included
  • Product images embedded
  • Options clearly listed

Professional sales experience

Give every customer a consistent, polished quote or proposal instead of a manually assembled Word document.

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

Less back and forth

Include pricing, terms, and product details from the start so buyers, procurement teams, and decision-makers can review without extra requests.

  • Terms and conditions 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 teams stop rebuilding quotes from outdated files.

Configure

Validated configuration

1

Choose template

Quote or proposal

2

Generate document

Merge live product data

Share or regenerate

PDF or Word download

01

Configure the product

Build a valid configuration with rules, dependencies, and pricing calculated in real time — for sales reps, dealers, or self-service buyers.

02

Choose the template

Select the right quote, proposal, or order confirmation template for the channel, region, partner, or document type.

03

Generate the document

Mercura merges configuration data, pricing, images, and localized content into the selected PDF or Word template.

04

Share or regenerate

Download the finished document or regenerate instantly when the configuration, pricing, or terms change.

Template pipeline

From configuration data to customer-ready documents

Configuration data flows through branded document templates to produce polished 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 content blocks

Advanced template logic for dynamic document generation.

PDF Word

Generated documents

PDF and Word documents ready for customers, dealers, and sales teams

Business results from better quote documents

Replace manual document work with configuration-driven quote and proposal generation — faster, more consistent, and easier to maintain.

01

Create quotes faster

Produce complete branded quote documents in minutes instead of assembling Word files manually for every opportunity.

02

Improve consistency

Use shared templates and configuration-driven data so every channel produces documents with the same structure and branding.

03

Reduce document mistakes

Eliminate copy-paste errors in prices, product descriptions, and terms by generating documents directly from validated configurations.

04

Support more sales scenarios

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

Request a CPQ demo