WinFactor Docs

Creating Templates

Build templates customers can understand and sales can quote from

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.

On this page