Managing the drawings within a quote

You can manage all the drawings you have created for a quote in Drawing Manager. The drawings will be listed in the left pane in Drawing Manager. If you click a drawing, you will see its preview in the preview pane on the right.

You have the following options to manage the drawings.

You can do the following to edit a drawing:

You will see the drawing in its edit view with the relevant toolbar at the bottom.

To reorder a drawing, click and drag it up or down to the desired position. You can move the drawings up or down to see them in the desired order in the left pane.

To rename a drawing, click the 3-dot menu to the right of the drawing name, and click "Rename." Once you have specified the new name, click "Rename" in the modal.

To duplicate a drawing, click the 3-dot menu to the right of the drawing name, and click "Duplicate." In the modal, specify a new name and click "Duplicate."

If you do not specify a new name, Cloud will append "_copy" to the current name and create a new copy of the drawing.

You can lock a drawing to prevent other users assigned to the opportunity from editing it. Once a drawing is locked, the options to add or remove elements on the toolbar will be unavailable.

Another user assigned to the opportunity will need to unlock the drawing to edit it.

To lock a drawing, click the 3-dot menu to the right of the drawing name, and click "Lock Drawing."

To unlock the drawing, click the 3-dot menu to the right of the drawing name, and click "Unlock Drawing."

To filter the list of drawings by one or more drawing types, click the "Type" dropdown at the top and select the types of drawings.

You will see that the left pane will show only the drawings of the selected types.

You can also sort the drawings by their name, last-modified date, and type by clicking the relevant column headers in the left pane.

To search a drawing by its name, enter the name or the first few characters in the Search box in the top-right corner.

You will see that the left pane will show only the drawings that match the search criteria.

To download the drawing as a PNG or print it as a PDF, select the drawing and click the "Download" or "Print" icon in the top-right corner of the preview pane.

The downloaded drawing will include the opportunity name, drawing type, drawing name, and the timestamp.