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Using Print Experience Manager to automate "pitch books"

A common use case for PXM is to automate the creation of "pitch book" or RFPs - which basically pull together a sum of information (resources, articles, etc.) into a single publication on the fly.

Julia Gavrilova has written a great blog posting and guideline on everything you need to do in PXM to create a complex pitch book project, from planning to code (not unlike our own Jetstream APS Cookbooks) for pitch book creation.

It covers some complex PXM topics in one document;

  • Basic setup and configuration (including character transformations)
  • Data Keys (which I have blogged about previously) for swapping in different content dynamically
  • "Flow" documents - where you have an indeterminate page count, based on the content
  • Custom XML renderers - to handle interesting cases such as image placement and scaling for non-standard image ratios
  • InDesign variables for building a dynamic Table of Contents and Index

Anyone new to an PXM project, or even someone experienced but venturing into a topic like "flow" (non-fixed page length) documents should go take a look.

Julia's blog entry can be found here at her Sitecore Stories blog (PDF link at the bottom).

  • Custom XML renderers - to handle interesting cases such as image placement and scaling for non-standard image ratios Custom XML renderers - to handle interesting cases such as image placement and scaling for non-standard image ratios