Whiteboards are a visual way to document various aspects of a project, all in the browser! You can use a whiteboard to annotate work site photos and add products to them, or to mark up PDFs.
Create a whiteboard
Go to "Overview > Drawings" in the Quote Details view. Click "Whiteboard" in the top-right corner.
Give the whiteboard a name in the top-left corner.
You will see a blank canvas with a toolbar with the following icons:
Draw, to draw freehand lines.
Text, to add text boxes
Shapes, to add circular, triangular, and rectangular shapes
Upload, to upload work site images or plan views
Comment, to add comments
Select, to select any object on the canvas
Erase, to erase an object on the canvas
Click the "Upload" icon to add an image or PDF, then use the other options on the toolbar to create the whiteboard.
To add products, use the Item Search bar at the top, or open the panel on the left and add products already in the quote.
The following is a screenshot of a whiteboard created on top of an image, using some of the options on the toolbar.
To create a new whiteboard in the quote, click the "Plan View" tab on the far right and click "Whiteboard."
Add whiteboard to proposal
When the whiteboard is ready, you can add it to the "Files" section of the proposal so the customer can see it.
