Creating Templates
Build templates customers can understand and sales can quote from
Creating Templates
Templates are the product definitions your customers configure.
What to define first
Start every template with:
- a clear name
- a short description
- realistic minimum and maximum dimensions
- the right product components
The component layer
The template editor works with component types such as:
- F fixed
- TT tilt-turn
- T turn
- V tilt
- K tilt toplight
- A awning
- SD sliding door
- DD Dutch door
Use names and images that make sense to your actual customers, not only to internal staff.
Organization definitions vs custom components
If the editor offers a choice between organization definitions and custom creation:
- use organization definitions for repeatable standards
- use custom components only when this template truly needs a one-off variation
That keeps your catalog easier to maintain.
Slug
The slug is the URL-friendly identifier used in the template address. Keep it:
- short
- readable
- stable over time
Changing slugs carelessly can break shared links.
Before you publish or share
Check:
- dimensions
- component names
- images
- public wording
- layout logic
Then run through the customer configurator once yourself.