A "Plan View" is a design drawing you add to a quote that shows where items are installed at the work site and how they are connected. A plan view drawing with a detailed design simplifies the sales process by eliminating gaps in the intended project execution and increases the chances of winning the opportunity.
You can create multiple plan view drawings within a quote, each a refined version of the previous one or a different design for how the items are installed.
To create a plan view drawing in a quote:
1/ Go to the "Drawings" tab in the Quote Details view.
The Drawing Manager interface opens and shows all existing drawings.
2/ Click "New drawing" in the top-right corner.
3/ In the modal, do the following:
a/ Select "Plan View" and add a name for the drawing.
b/ In the "Number" text box, retain the number assigned to the drawing via the drawing number format or change it if needed.
Check out this article for more details.
c/ Click "Next" and upload a floor plan.
You can upload a PDF, JPG, or PNG file; a file larger than 800px by 800px provides the best results.
If you don't want to upload a floor plan now, you can upload it later by opening the plan view drawing and inserting the floor plan image from the toolbar.
Check out this article for more details.
4/ Click "Create."
The new plan view drawing is listed in the drawings table on the left in Drawing Manager.