The "Drawings" functionality on Cloud lets you make your proposals more visually engaging, more detailed for review, and more effective for executing projects. The Drawings functionality lets you add multiple types of drawings, each with a distinct purpose.

By including drawings in quotes and proposals, you can improve internal team communication and provide useful documentation for technicians, helping them succeed in the field.

The Drawings functionality lets you create multiple types of drawings, from placing products and visualizing wiring requirements to creating port-level connectivity diagrams. You can create the following types of drawings.

By quoting using a plan view drawing, you can use a readily available floor plan or a custom-drawn floor plan of the work site as the layout to add items.

By placing the items in the appropriate locations on the layout, you can show the customer the detailed design to execute the project.

There are two ways to create a plan view drawing on Cloud.

You can upload a dimensionally sound image or PDF of a floor plan with the rooms or buildings at the work site to the plan view. Cloud will use the floor plan as the underlay for the plan view drawing.

Learn more about adding a floor plan

Once you upload the floor plan to a plan view, you can add items directly to locations in the floor plan from the Item Search bar.

You can also add items you have already added in the quote's Design view to the floor plan.

Learn more about adding items to a floor plan

You can use the "Rectangle Location" feature to draw rectangular or polygonal boxes for each room at the work site on the drawing canvas. This way, you can create a layout that closely resembles the actual work site.

Learn more about drawing locations

After you draw location boxes on the canvas, you can add items directly to them.

To add items you have already added in the quote's Design view, draw a location box on the canvas, and Cloud will automatically add those items to that location.

Learn more about adding items to locations

Check out this collection of Plan View articles for more details.

Wire paths let you estimate cabling requirements to connect products added in a plan view drawing using the "Wirepath" functionality.

With Wirepath, you can draw freehand lines on a 2D floor plan and create an overlay of all the wire runs required at the work site. Then assign the appropriate cables or wires from the catalog to each wire run.

Wirepath enriches plan-view drawings by letting you visualize how products connect at the work site.

Learn more about Wirepath

An "Image quote" is a drawing you create using work-site images as the layout. With different images for different locations, you can place items on the relevant location images and show the customer how the locations look with the products installed.

Learn more about Image quote

With the Whiteboard feature, you can create a drawing that annotates work site photos, add products, and mark them up. Whiteboards provide an experience similar to an image quote.

Learn more about Whiteboard

A "Connection diagram" visualizes the connectivity between devices added in a plan view drawing using the "Interconnects" functionality.

With Interconnects, you can define port-level and signal-level connections between devices. You can also specify the connection type, terminal, and signal direction.

You can group the devices in a connection diagram by location, system, and phase, and download location-level, system-level, and phase-level connections to send to the relevant stakeholders for review and to installers for installation.

Learn more about Interconnects

A "Cover page" is a drawing you can create by adding images and text, and use it as the first page in the printed copies of the plan views and connection diagrams you want to send to the customer.

Learn more about Cover page

An "Index page" is a drawing that shows an index table with all the drawings created for a quote. Cloud retrieves all drawing-related metadata and displays it in the index table. You can select the drawings and the metadata you want to see in the table.

Learn more about Index page

You can create a drawing from the "Drawings" tab in the Details view of the quote. All drawings created for a quote are listed here with their name, number, type, and last modified date.

Check out this article for more details.

Cloud has a dedicated area under "Settings > Drawings" to configure drawing settings. The settings include I/Os, signal types, cable types, terminals, connection types, and title blocks. You can also configure the format for product ID and connection ID shown in the drawings, and the format for assigning numbers to drawings.

Learn more about Drawings settings and Interconnects settings

With all the drawing types you can add using the Drawings functionality, you will see a toolbar to add and manage the elements you add to the drawings. The options available on the toolbar vary depending on the type of drawing you create.

The toolbar appears at the bottom of the drawing canvas and can be moved to the right if needed.

Learn more about the Drawings toolbar

Drawings

You can download all types of drawings as a PNG or PDF file from the toolbar.

Check out this article for more details.

You can also add drawings to proposals, either in the "Files, Plan Views, Whiteboards" or the "Gallery" section.

Check out this article for more details.