Branded quote templates
Word and PDF templates with your logo, typography, and layout, shared across direct and dealer channels.
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.
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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.
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.
- 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 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.
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 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.
Request a CPQ demo