Do you have dealers, resellers, affiliates, sales people or others who need to create custom PDF catalogs or brochures? Then you should explore the capabilities of Lite Edition.
The Lite Edition of Catalog-on-Demand is a simple, fast way for sales people to launch publishing jobs. Their steps: (a) Choose the configuration; (b) enter a title; (c) choose products. When the job is ready they will get an email, which contains a link to download the PDF.
Each publication will contain the user’s logo and contact information. You control the placement and appearance of these elements.
Users get to choose which configuration (template) they want, the title of the publication, and which products they want to include.
You control the design of each publication, including covers, and other artwork. You control which configurations may be used by each user. You also control all content. This applies to content that might be the same across all publications, as well as variable content, such as prices.
There are many reasons that businesses choose enable their sales teams with Lite Edition. They include 1:1 sales, abandoned cart follow-ups, including publications with shipments, tradeshow handouts, and more.
If your business has dealers, resellers, affiliates, sales people or others who need to create custom PDF catalogs or brochures, you will probably be interested in the Catalog-on-Demand multi-user capabilities.
There are three applications designed specifically to support multi-user businesses:
- The Lite Edition allows your non-technical users to quickly and easily make custom catalogs from their computer. All they do is fill in the title and select which products to include in the publication. Their contact info and logo are automatically pulled in.
- The Mobile Edition gives the same functionality as the Lite Edition, but can be operated from any phone or tablet. It is also intended for non-technical users.
- The User Manager lets you add, manage, and track users. It also gives you the ability to manage user permissions. This application is for use by an admin. Click here for documentation.
In the context of a multi-user environment, we refer to “regular’ Catalog-on-Demand as Configuration Edition. That is because its purpose is to make the configurations (similar to templates) that will be used in Lite Edition.
No. If you already know how to use Catalog-on-Demand in a single-user environment, then it is exactly the same application. The only difference is the use of tokens for contact information.
Each user of Lite Edition sees their publication history immediately upon signing in. There is a download link for each publication.
Users of Lite Edition can see only the publications that they have created.
Give your users this URL to sign-in: http://www.catalog-on-demand.com/signin. That will redirect to the secure sign-in page.
If you have dealers, resellers, affiliates, sales people or others who need to create custom PDF catalogs or brochures, you will likely be interested in the Catalog-on-Demand multi-user capabilities.
If you are interested in having this functionality for your business, please contact us for a quote.
The User Manager is for Catalog-on-Demand accounts that are licensed to support multiple users, such as for sales people, dealers, affiliates, etc. It allows the account administrator to:
If you are interested in enabling multiple users for your account, please contact the Catalog-on-Demand help desk.
Sign in using the same administrator user ID and password from when you started your account.
To add a new user:
To edit a user's profile, click on the profile button from your user list. Edit the appropriate fields and click Save user profile updates. Note: Users may edit their own profiles from the Lite Edition.
To delete a user, click Delete user. You will need to confirm this action.
To edit privileges for a user, click on the privileges button from your user list.
Check the appropriate box for each privilege that you want to give that user. The choices are:
The Lite Edition of Catalog-on-Demand is a simple, fast way for sales people to launch publishing jobs. It offers the same functionality as the Mobile Edition.
Users of the Lite Edition can select from Configurations that you have privileged to them. They may enter a title for the publication, edit their contact information, and select products.
They can also view their job history and analytics.
The Mobile Edition of Catalog-on-Demand is a simple, fast way for sales people to launch publishing jobs from their phone or tablet. It offers the same functionality as the Lite Edition. It is accessible at this URL:
Users of the Mobile Edition can select from Configurations that you have privileged to them. They may enter a title for the publication, edit their contact information, and select products.
They can also view their job history.
Using tokens in the contact info for your configurations will allow your user to more quickly launch publishing jobs. Their contact info will be pulled from their profile, and auto-entered into the contact info field for their custom publishing jobs.
This feature works the same way as mail merge. Enter the token in double curly braces, like this:
The Lite edition and mobile UI will replace the tokens with data from the user profile, like this:
Major Color Inc.
The valid tokens are as follows. Tokens are case insensitive.