Quick start: your first document

New accounts start with a 14-day Pro trial, no card needed. You do not need a card. After it ends you keep all your data on the Free plan.

1. 1

   Add your company details

   Open Settings > Company. Fill in the company name, industry and size at least, then address, contacts and your logo. These appear in the header of every document. Home shows a reminder until the profile is complete.

2. 2

   Add a product

   Open Products and choose Add product. Only the name is required. Add a model number, a description and key features (one per line), the main specifications and a photo if you have one. You can come back and add more at any time.

3. 3

   Press New document

   In the sidebar choose New document. Pick the product, then the kind of document (for example Specification sheet), then a template. A ready-made starter is the quickest way to begin.

4. 4

   Fill any gaps

   If the template needs a value you have not entered yet, a box called To finish this document asks for it. Type it once. It is saved to the product so the next document already has it.

5. 5

   Save and download

   Choose Save to documents to keep it (it is linked to the product and appears in Documents), then Download PDF. Word and a share link are in the three dots menu.

What to do next

• Add the rest of your catalog. See Adding and editing products.
• Open Templates and browse the gallery, or upload a document you already use.
• Make a template your own with your brand kit and layout.
• Read how a document is built to understand what changes what.