How the Merrowvale catalogue was built

Last updated 26 October 2026.

Colours are Brand Kit colours: Primary, Table header text, Muted text and Callout fill.

Before you start

Docable installed, and access to create templates: see Permissions and readiness.
An approved Brand Kit: see Give your documents a Brand Kit.
A price book, Merrowvale Workplace Catalogue 2026 in the sample, with its price book entries. Give each product a File titled Catalogue image to print its picture.

Start from the Product catalogue quick start

In the Docable app, open Templates, choose New, then Start from a quick start.
Choose Product catalogue.
Under Brand Kit, choose your approved kit. The sample uses Merrowvale.
Choose Use as it is. The template opens in the editor, built on Price Book, with the price book’s entries as the list Catalogue entries.

The blocks on the page

Letterhead and title band. The logo and contact details, then the title in a coloured band.
Intro and at a glance. A welcome line, and the product and range counts.
Catalogue table. Active products grouped by range, each with a picture.

Page 1 of the sample, made with a tax rate so the last column shows. The how-to-order panel is on the last page.

Letterhead and title band

Guide: Put Salesforce data in a document.

Part	Setting
Header	Page › Brand Kit: Use the kit’s header (letterhead) off and Use the kit’s footer (legal line, badges, page numbers) on. The first block makes its own letterhead
Layout	Two columns, widths 50% and 50%
Logo	The main logo from the Brand tab, Logo › Main logo, 120 by 48 pt, Fit Fit inside, If the image is missing Leave it out
Contact	The Brand Kit’s trading address, email and website; 8 pt, Muted text
Title band	A Callout box: Fill Primary, Padding (pt) 16, Sides None. Heading 1 Workplace supplies catalogue, 27 pt, bold, in the Brand Kit’s table header text colour
Subtitle	The price book’s name, then `· Prices per pack, excluding VAT`; 11 pt, same colour

Intro and at a glance

Two columns, widths 62% and 38%. Guide: Add totals and calculations.

Part	Setting
Intro	A paragraph for your buyers: Everyday essentials for offices, studios and archives, grouped by range. Quote the product code when you order.
At a glance	A Callout box: Sides Left, Border width (pt) 3, Fill Callout fill, Padding (pt) 10, with a Primary border
Heading	Heading 2 AT A GLANCE, 9 pt, Primary
Product count	A Total with Count over the active catalogue entries, 17 pt, bold
Range count	A Total with Count distinct over the product’s family
Wording	Two If / otherwise value calculations print product or products, range or ranges, so 1 product reads in the singular

Catalogue table

Active products only, grouped by range. Guides: Show related records in a table and Add pictures and photos.

Part	Setting
List	Catalogue entries, the price book’s entries, filtered with Filter, sort and limit… to the rule Active entry of an active product: the entry is active and its product is active. Sort by the product’s family, then its name. At most (records) 200
Grouping	Group and subtotal: Group rows by the product’s family, Print Every row, under a heading per group. Products with no family come last, under Other products
Columns	Picture 14%, Product 36%, Code 16%, Price excl. VAT 17%, Price incl. VAT 17%
Picture	Add an image column. Image from A File on each record, File title Catalogue image, 54 by 40 pt, If the image is missing Leave it out
Product	The product’s name, then its description in Muted text
Prices	Currency shown as a symbol, Decimal places 2
No products	Message This price list has no active products.
Style	Use Brand Kit defaults. Layout: Repeat the heading row on each page, Keep the whole table on one page

Two versions of the table

The price-with-tax column appears only when someone gives a tax rate.

Part	Setting
Show when	Tax rate given: the Tax rate answer is not blank. The table above, with Price incl. VAT
Otherwise	The same table without that column: Picture 14%, Product 42%, Code 18%, Price excl. VAT 26%. Add it with Add or remove “Otherwise”
Price incl. VAT	A calculation. Multiply the price by the Tax rate answer, Add that to the price, then Round to 2 places

How to order

Part	Setting
Panel	A Callout box: Sides Left, Border width (pt) 3, Fill Callout fill, with Keep on one page
Text	Heading 2 HOW TO ORDER, then three 9 pt paragraphs: how to email the Brand Kit’s email with codes and quantities; that prices are per pack and exclude VAT and delivery; and the price list name and the date it was printed

Questions asked when generating

One question, added with @ › Values › Ask when generating….

The Insert picker's Values tab: Ask when generating, Custom label, Page number, Total pages, Cross-reference and Running heading. — Type @, open the Values tab and choose Ask when generating… to add a question.

Question	Answer type	What it does
Tax rate	Percent	Adds the Price incl. VAT column. 20 means 20%. Blank leaves it out

File name

Under Page, in File name: Add text Catalogue, then Add a field and choose the price book’s name.

Make it yours

Choose Page › Brand Kit. Under How this template gets its brand, choose One Brand Kit and pick your kit.
Retype the title, the intro and the How to order paragraphs.
Save a File titled Catalogue image on each product. The next proof prints it.
Put a product in a range by giving it a family. A product with no family prints under Other products.
Choose Validate, then check, approve and generate.

Check it worked

In Preview, choose the price book Merrowvale Workplace Catalogue 2026 and enter a Tax rate of 20. The panel reads 15 products in 3 ranges. Under the heading Desk and organisation, Desk lamp, LED is 34.00 excluding VAT and 40.80 including it. Clear the Tax rate and choose Update preview: the last column is gone.

If it doesn’t work

What you see	Why	What to do
The figures differ from the ones above.	They are for the sample record and answers.	Choose the sample record, enter the answers given, then choose Update preview.
Validate lists problems.	Proof, approval and activation refuse a draft until it is clean.	Fix them one block at a time and validate again.
A field you expect is not listed after `@`.	You see only fields you can read. Fields two or more lookups away are not found by search.	Open the lookup with its arrow in Insert and choose the field there.
A Show when section prints nothing, and neither does its Otherwise.	The value the rule tests is blank on that record.	Set If the rule can’t be checked to Show “Otherwise” instead.
A picture is missing.	The File title must match exactly, and a private File or one shared by a public link counts as missing.	Check the File’s title on the record.
`DATA_COLLECTION_TRUNCATED`	The record has more related rows than the list allows.	Raise At most (records) on that list.
The Generate a document panel lists no template.	A template appears once it is approved, activated and shared with you.	Finish check, approve and generate.