Tear sheets let you share product details directly from the app with your customers. You can send a tear sheet for an entire category, a single product, or a custom selection of products tailored to your client.
✨ Create a Tear Sheet
Follow these steps to create a tear sheet.
- Unmarked
- Bookmarked
Step 5
After selecting the tear sheet icon, complete all fields:
- Recipient's Email Address ✉️—Double-check for accuracy. You can add multiple email addresses if needed.
- Subject Line 🏷️—Write one that grabs attention, sets expectations, avoids spam triggers, and looks professional.
- Email Body Message 🖊️—Include a clear, professional note that provides context and engages the recipient.
- Branding 🖼️—Select to include the brand’s logo. This adds professionalism and builds trust.
- Pricing 💵—Decide whether to show pricing and select the correct price level. ✅ Including pricing saves time, builds transparency, and encourages quicker buying decisions.
Example
Step 6
Tap the PDF icon to add a PDF attachment, if desired. See instructions below to add a PDF attachment.
📌 If you add a PDF attachment, skip Step 7 and continue to 'Add a PDF Attachment to Tear Sheets' section. If you intend to add a PDF attachment, DO NOT tap Send prior to adding the PDF.
🔹 Note: A PDF attachment provides a print-friendly format for buyers. Adding a PDF is optional.
Step 7
Tap Send in the top-right corner to send the email
📑 Add a PDF Attachment to Tear Sheets (Optional)
Follow the steps below to add a PDF attachment to your tear sheet.
Step 1
After completing all other fields, tap the PDF icon
Step 2
Add a document title (required)
- Adding a document title is required to send a PDF attachment.
- Adding a document sub-title is optional.
Tap to select a Product Grid Layout
Step 3
Tap Save & Attach to save your PDF attachment setup and return to the main 'Tear Sheet' screen
Step 4
Tap Send in the top-right corner to send the email
👀 What It All Looks Like For the Customer
Email with PDF Attachment
In the email body, items appear in a list format. The attached PDF displays the selected product grid layout.
PDF Attachment
The PDF includes bookmarked product pages and shows them in the chosen grid format.
🔹 Note: We are aware that the logo appears stretched and are working on a fix.
Email Without Attachment
The only difference is that the email will not include a “Download Document” option at the top.
❓FREQUENTLY ASKED QUESTIONS (FAQS)
Q. Is adding a PDF attachment required?
A. No, adding a PDF attachment is optional. However, it can be helpful if buyers need a print-friendly version of the file.
Q. Is the grid layout available without the PDF attachment?
A. No, the grid layout is only available in the PDF attachment.
Q. Why is the app sending an entire category when I selected only a few items?
A. If your tear sheet is sending an entire category instead of just the selected items, you may have skipped Step 3. To send only selected items, go back to the client profile page, tap the Bookmarks button , then create and email your tear sheet.
Q. Why is my email not going through?
A. The app requires an email account to be set up on your tablet or mobile device through the Settings app. If you're unable to send the tear sheet email, go to Settings > Mail > Accounts to verify that your email accounts are set up correctly and that you are signed in.
Q. Can I send the entire category of products for a brand to a customer?
A. Yes, but the brand must have an "All Items" category set up. Keep in mind that large PDF files may be blocked by the recipient's email provider or exceed email size limits. If sending a large product list, consider breaking it into smaller files for better deliverability.
Q. Can tear sheet details/information be customised?
A. At this time, tear sheets are not customisable. However, brand admins can include custom information in the Product Description field as it is a part of the tear sheets layout.