Typical workflows

These are patterns that work well. Use whichever fits and ignore the rest.

Manufacturer with a product range

1. 1

   Set up the company once

   Fill in the company profile: name, address, logo, certifications, signatory.

2. 2

   Make one template per document type

   Start from a gallery starter or import your current Word/PDF file. Tune it once in the template editor.

3. 3

   Add products with their data

   Add them by hand, or use Fill from a datasheet to save typing. Add images and complete the specification table.

4. 4

   Generate

   Pick a product, a type and your template on New document, then save and download. On plans with bulk generation, make a document for many products at once.

Exporter or distributor

• Set your primary export markets in the company profile. SpecIQ then shows the regulatory marks that usually apply to those markets, so templates can display the right ones.
• Keep one template per market if the paperwork differs. Copy a template and adjust, rather than starting again.
• Use expiry dates for certificates and test reports, and share links to send documents to buyers without attachments.
• Choose the right paper size in each template's page setup, such as A4 for most markets and US Letter for the US.

Sales and quoting

• Make a short spec sheet template, then send a share link instead of a file, so the buyer always sees the current version.
• Use Write with AI for a product description, and choose Use for this document only if the wording is for a single customer.
• Use Regenerate with latest data from the Documents page when specs change, and send the new link.

Starting from existing paperwork

If you already have good documents, you do not need to rebuild them. Import one as a template, then replace the values that change from product to product with fields. After that, every new document is a few clicks.