Quick Cut Sheets and Cut Sheets Pro allows you to create a customized spec sheet quickly and easily. You can create a template which is populated by the data within Worksheet.
Generate a Quick Cut Sheet
Quick Cut Sheets introduced in Worksheet version 2023.0 allows you to quickly create a PowerPoint slide for each line item in your Worksheet. The Cut Sheet is presented as a spec sheet capable of displaying the preview image along with other details such as manufacturer, part number, price and the finishes applied. This enables you to quickly pull together slides with all the relevant information to present to your customer as a presentation.
Note: This feature requires Microsoft Office to also be installed on the computer with Worksheet.
- Open the worksheet and select the line item(s) you wish to add to the cut sheet.
Note: You can select just the line items you want in the cut sheet or if no line items are selected then all items of the worksheet will be sent to the cut sheet.
Only product lines in the Worksheet will appear in the Cut Sheet file.
Items not included: Outline levels, worksheet links, standards and panel configurations from custom catalog.
- Activate the Cut Sheets command from the Report ribbon tab.
- Select a save location and name your Cut Sheet file.
- A progress bar will display and when the file is ready you will be asked if you would like to open the saved Cut Sheet.
- Click Yes and the file will be opened in PowerPoint. You may now edit or enhance your Cut Sheets in PowerPoint.
Determine the content and orientation of the Cut Sheet
From version 2024.2 it is possible to determine if the Cut Sheet should be landscape or portrait. In the same Preferences tab you can also select which information should be visible in the Cut Sheet.
Go to Tools > Preferences > Cut Sheets
Cut Sheet Pro
Customize cut sheet templates to meet your specific requirements. We have provided an intuitive design interface, where you can easily modify layouts, add elements, and personalize your templates. This flexibility allows for greater creativity in presenting information and it transforms static cut sheets into dynamic, user-driven designs.
- Open the worksheet and go to the Report tab.
- Click on Generate Cut Sheets Pro.
- A list of templates will appear.
- Select a template, and the cut sheets pro will be created based on selected template.
How to create templates
- Open PowerPoint and go to the Cut Sheets Pro tab.
Note: If you do not see a Cut Sheets Pro tab please contact support.
- Click the designer button and you will see the Cut Sheets Pro Designer pane appear on the right side.
- Select the details you would like to have in your Cut Sheet. Once you have selected them you will see them on the presentation, drag them to the correct position.
Note: If you add the same control multiple times they will be numbered and will correspond to the row in Worksheet.