Functies > functies/offerte-en-documentgeneratie

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 offerte-PDF, pagina 1

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Voorbeeld Airmaster-offerte uit CPQ-configuratiegegevens.

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.

  • Verkoopoffertes
  • Budgetoffertes
  • Formele voorstellen
  • Dealeroffertedocumenten
  • Klantgerichte productsamenvattingen
  • Productspecificatiebladen
  • Orderbevestigingen
  • Algemene-voorwaardendocumenten
  • Installatie- en projectdocumentatie
  • Marktspecifieke offertesjablonen
  • Partnerspecifieke documentsjablonen
  • Configuratieoverzichtdocumenten

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.

Configureren

Gevalideerde configuratie

1

Sjabloon kiezen

Offerte of voorstel

2

Document genereren

Live productdata

Delen of regenereren

PDF- of Word-download

01

Product configureren

Geldige configuratie met regels, afhankelijkheden en realtime prijzen, voor verkopers, dealers of self-service.

02

Sjabloon kiezen

Selecteer het juiste offerte-, voorstel- of orderbevestigingssjabloon voor kanaal, regio, partner of documenttype.

03

Document genereren

Mercura voegt configuratiedata, prijzen, afbeeldingen en gelokaliseerde content samen in het geselecteerde PDF- of Word-sjabloon.

04

Delen of regenereren

Download het voltooide document of regenereer direct wanneer configuratie, prijzen of voorwaarden wijzigen.

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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