TECH PACK FILL GUIDE

Umbrella Tech Pack Template

A Step-by-Step Fill Guide for Buyers

A poorly completed tech pack is the single most common cause of sampling delays, off-specification production, and post-shipment quality disputes. Most buyers send a factory a description of what they want — in an email — and are surprised when the sample doesn’t match their vision. A proper umbrella tech pack eliminates ambiguity before production starts and gives you contractual standing to reject goods that don’t meet specification. We review tech packs from buyers every week, and this is the complete field-by-field guide with a template you can complete directly.

By Product Development Team, Zeelyne Manufacturing  ·  10 min read

KEY TAKEAWAYS
  • DEFINITIONA tech pack is a binding technical specification document, not a design brief. It defines what you will accept, not what you hope for.
  • 7 SECTIONSCanopy specification, frame specification, handle specification, print/branding specification, accessory specification, quality standard, and packaging specification.
  • VAGUE = WRONG“Good quality” is not a specification. “190 GSM polyester pongee, ΔE ≤2.0, AQL 2.5 major defects” is a specification.
  • PPS = PHYSICAL TECH PACKThe approved pre-production sample (PPS) is the physical tech pack — it is what the factory will be held to, alongside the written document.
  • BEFORE SAMPLINGA tech pack must be completed before sampling begins, not after you’ve reviewed the counter-sample. The sequence matters.

What a Tech Pack Is — and What It Isn't

A tech pack is a technical specification document that defines every measurable attribute of the product you want to manufacture. A tech pack is not: a mood board, an email description, a photograph of a competitor’s product, or a sales catalogue image.

The practical test: If two different factories each received your tech pack independently, would they both produce the same sample? If the answer is no, the tech pack is incomplete.

SECTION 1 OF 7

Canopy Specification

CANOPY DIMENSIONS
Canopy span (open, across diameter):  _______ cm
Number of panels:  _______
Number of ribs:  _______
Canopy height (closed):  _______ cm

FABRIC
Fabric type:  [ ] Polyester pongee  [ ] Nylon pongee  [ ] rPET  [ ] Other: _____
Fabric weight:  _______ GSM
Colour reference:  Pantone _______ (or: match approved swatch)
DWR coating:  [ ] Required  [ ] Not required
DWR chemistry:  [ ] PFC-free C6  [ ] Fluorine-free  [ ] Other: _______

PRINT
Base canopy colour:  Pantone _______ / approved swatch #_______
Colour tolerance:  ΔE _____ (recommended: ≤2.0)
Print method:  [ ] Screen print  [ ] Sublimation  [ ] Digital  [ ] None
Print panels:  Panel numbers _______
Print colour(s):  Pantone _______
Logo position:  _______ mm from canopy edge / _______ mm from rib seam
Logo size:  _______ mm wide × _______ mm tall

DWR note for UK/EU market: C8 (PFOA-containing) DWR is banned under EU REACH Regulation Annex XVII. If you don’t specify DWR chemistry, you may receive a non-compliant product. Always specify PFC-free C6 or fluorine-free.

SECTION 2 OF 7

Frame Specification

RIBS AND STRETCHERS
Rib count:  _______
Rib material:  [ ] Steel (gauge: _____)  [ ] Fibreglass  [ ] Aluminium
Rib length:  _______ mm
Stretcher material:  [ ] Steel  [ ] Fibreglass  [ ] Aluminium

SHAFT
Shaft type:  [ ] Single-section  [ ] Telescopic (sections: _____)  [ ] Folding
Shaft material:  [ ] Steel  [ ] Aluminium  [ ] Wood  [ ] Fibreglass
Shaft length (closed):  _______ mm
Shaft length (open):  _______ mm
Shaft diameter:  _______ mm
Shaft finish:  [ ] Painted  [ ] Powder-coated  [ ] Chrome  [ ] Natural

RUNNER AND TIP
Auto-open mechanism:  [ ] Required  [ ] Not required
Auto-close mechanism:  [ ] Required  [ ] Not required
Tip type:  [ ] Metal  [ ] Plastic cap  [ ] Rubber tip
Tip cap pull test:  _______ kg minimum

For promotional umbrellas, 3.0mm steel rib is standard. For golf umbrellas in coastal or high-wind use, fibreglass ribs at 3.5–4.0mm are the correct specification. If you don’t specify, most factories default to the cheapest option available.

SECTION 3 OF 7

Handle Specification

Handle type:  [ ] Crook  [ ] Pistol grip  [ ] Straight  [ ] C-hook
Handle material:  [ ] Rubber (TPR)  [ ] ABS plastic  [ ] Solid wood  [ ] Acrylic
Handle colour:  Pantone _______ / match wood grain / transparent
Handle length:  _______ mm
Handle attachment:  [ ] Adhesive  [ ] Screw-fit  [ ] Moulded-on
Pull test load:  _______ kg minimum  (recommended: 15 kg for 10 seconds)
Custom moulding:  [ ] Required (tooling applies)  [ ] Standard stock handle

Custom handle colour via injection moulding: tooling typically $500–$2,500, requires MOQ 1,000+. Below that, use a stock handle from the factory’s standard range.

SECTION 4 OF 7

Print and Branding Specification

This is the section where most tech packs fail. Without explicit print specifications, colour accuracy and logo placement are matters of interpretation — which means they vary by operator, shift, and production run.

Print method:  [ ] Screen print  [ ] Sublimation  [ ] Digital  [ ] Embroidery
Pantone reference(s):  PMS _______, PMS _______, PMS _______
Colour tolerance:  [ ] Pantone ±1 shade  [ ] ΔE ≤2.0  [ ] ΔE ≤3.0
Logo position:  _______ mm from canopy edge / _______ mm from rib seam
Logo panel(s):  _______ (e.g., panels 1,3,5,7 or all 8 panels)
Ink type:  [ ] Water-based  [ ] Plastisol  [ ] UV-cured
Ink adhesion:  [ ] ISO 2409 Grade 0–1  [ ] Not specified
Strike-off approval:  [ ] Required on production fabric before run  [ ] Not required

Strike-off: Requiring a strike-off approval on production fabric adds 5–7 business days but eliminates colour disputes before 1,000 units are printed incorrectly.

SECTION 5 OF 7

Accessory Specification

Carry bag:  [ ] Required  [ ] Not required
Carry bag fabric:  [ ] Polyester  [ ] Nylon  [ ] rPET  [ ] Canvas
Carry bag closure:  [ ] Drawstring  [ ] Zipper  [ ] Velcro
Carry bag print:  [ ] Required  [ ] Not required
Wrist strap:  [ ] Required  [ ] Not required
Label type:  [ ] Woven  [ ] Printed  [ ] Embossed  [ ] None
Care instructions:  [ ] Required  [ ] Not required
Country of origin label:  [ ] Required  [ ] Not required
SECTION 6 OF 7

Quality Standard

This is the section that gives you contractual standing to reject non-conforming goods. Without it, you’re negotiating from a weaker position on any quality dispute.

AQL STANDARD
Inspection standard:  ISO 2859-1, Normal Inspection, Level II
Critical defects:  Zero tolerance
Major defects:  AQL _______ (recommended: 2.5)
Minor defects:  AQL _______ (recommended: 4.0)

ACCEPTANCE CRITERIA
Canopy colour:  ΔE ≤ _______ vs approved sample
Print position:  ± _______ mm from specified position
Seam stitch count:  _______ stitches/cm
Canopy span:  ± _______ cm of specified dimension
Shaft length:  ± _______ cm of specified dimension
Tip cap pull test:  _______ kg — shall not dislodge
Handle pull test:  _______ kg — shall not separate from shaft

APPROVED SAMPLE
Approved sample reference:  Sample ID _______, date approved _______
Inspection timing:  Pre-shipment, goods ready to pack
Inspector:  [ ] SGS / Intertek / Bureau Veritas  [ ] Factory QC + photo report
Reject action:  Batch held pending buyer written approval
SECTION 7 OF 7

Packaging Specification

Individual unit packaging:  [ ] Poly bag  [ ] Cardboard sleeve  [ ] Retail box
Retail box dimensions (L × W × H):  _______ mm × _______ mm × _______ mm
Retail box printing:  [ ] Required  [ ] Not required
Master carton count:  _______ units per carton
Master carton dimensions:  _______ cm × _______ cm × _______ cm
Gross weight per carton:  _______ kg
Carton marking:  [ ] Item description  [ ] Quantity  [ ] Weight  [ ] Country of origin
Barcode:  [ ] Required (format: _____)  [ ] Not required
Pallet configuration:  [ ] Required (cartons per pallet: _____)  [ ] Not required

The Complete Tech Pack at a Glance

SectionCritical FieldsMost Omitted
1. CanopySpan, GSM, Pantone, ΔE toleranceDWR chemistry
2. FrameRib material, gauge, shaft lengthAuto-close specification
3. HandleMaterial, pull test loadAttachment method
4. PrintPantone refs, ΔE toleranceStrike-off requirement
5. AccessoriesCarry bag fabric and closureCountry of origin label
6. QualityAQL levels, approved sample IDTip cap pull test
7. PackagingCarton count and dimensionsPallet configuration
FROM 900+ PROJECTS

What We'd Do If We Were You

Real project — anonymised

A promotional products distributor sent us a tech pack for a 1,000-unit golf umbrella order. Two pages. It specified canopy size, rib count, colour, and logo. What it omitted: rib material, shaft length, handle pull test, carry bag specification, approved sample reference.

The factory produced to the specification as written — which they interpreted as a budget promotional golf umbrella because the tech pack contained nothing indicating otherwise. The buyer expected a prestige golf specification.

The issue wasn’t the factory. The tech pack didn’t communicate what the buyer wanted because it only specified what the buyer thought to specify.

The 5-check tech pack audit

Check 1: Does every dimension have a unit (mm or cm)? A measurement without a unit is unusable.

Check 2: Is every colour reference a Pantone number or an approved swatch? “Red” is not a specification.

Check 3: Does the quality section specify AQL level, tip cap pull test, and an approved sample reference number?

Check 4: Is the DWR chemistry specified if the product goes to UK or EU market?

Check 5: Does the carry bag have its own print specification, or is it assumed to be plain?

In our experience across 900+ projects, the most common tech pack failure is treating the quality section as optional. It isn’t — it’s the section that determines whether you can reject non-conforming goods.

Frequently Asked Questions

What should a tech pack include for a custom umbrella?+

A complete umbrella tech pack covers seven sections: canopy specification (dimensions, GSM, colour, print method), frame specification (rib material, shaft type and length), handle specification (material, pull test), print/branding (Pantone references, ΔE tolerance, strike-off requirement), accessory specification (carry bag), quality standard (AQL level, approved sample reference), and packaging specification (carton count, dimensions).

How do I write an umbrella tech pack if I don’t know the technical terms?+

Start with the functional requirements — what does the umbrella need to do, and who uses it? Then work backwards. “It needs to survive coastal wind” → fibreglass ribs. “It needs to match our brand colour” → specify Pantone reference and ΔE tolerance. Use the template structure in this guide and fill each field in sequence. For any field you’re unsure about, ask the factory for their standard specification and review whether it meets your needs.

Can I send a photograph instead of a tech pack?+

A photograph alone is not a tech pack. You can include reference photographs alongside a tech pack, but the photograph doesn’t specify dimensions, materials, GSM, colour tolerances, or quality standards. A factory that samples from a photograph alone will produce something that looks like the image — but the materials, construction, and quality level will be whatever the factory defaults to, not what you want.

What is ΔE and why does it matter for umbrella colour accuracy?+

ΔE (Delta E) is a numerical measure of colour difference. A ΔE of 0 is a perfect colour match. For professional brand colour matching, ΔE ≤2.0 is the accepted standard — at this level the difference is barely perceptible to a trained eye. Without specifying ΔE tolerance, “match my brand colour” is interpreted differently by every operator and factory.

What is a tech pack strike-off and why do I need one?+

A strike-off is a printed sample on the actual production fabric roll, produced before the full print run starts. It confirms colour, ink adhesion, and print registration on the production fabric match your approved specification. Colour behaviour varies between test fabrics and production fabrics. Requiring a strike-off approval adds 5–7 business days but eliminates this entire class of colour dispute.

YOUR NEXT STEP

Ready to Complete or Review Your Tech Pack?

If you’re placing a custom umbrella order and haven’t completed a formal tech pack, the most important step is doing this before your first contact with a factory — not after you’ve reviewed a counter-sample.

Zeelyne works with buyers at every stage of the specification process, including completing or reviewing tech packs before sampling starts. Our custom umbrella manufacturing programme is designed for buyers who want to specify correctly the first time. Review our quality capabilities and certification documentation including our standard AQL protocols and approved sample process, or browse our full product range to identify the closest base specification.

Share your brief or your existing tech pack — we’ll review it and flag any gaps before production starts.

STANDARDS:ISO 2859-1 AQLISO 2409 AdhesionISO 9001:2015BSCI AuditedREACH Compliant