Image-based quoting is a way to create visual quotes using images instead of a floor plan. With Image-based quoting, you add images of different work-site locations, place products on top of the images, and add the marked-up images to the proposal.
Build the image-based quote
Go to "Overview > Drawings" in the Quote Details view. Click "Image Quoting" in the top-right corner. Here, do the following.
#1 Add images
Upload the images of the locations where the products need to be installed. If you are at the work site, you can take photos from a computer, tablet, or phone and upload them directly.
Don't forget to select a location for every image so that you can place the products in the appropriate locations.
#2 Add products on top of the images
Add products to your images, either from your quote or new items from the catalog. Resize to fit onto your images and give your customer an idea of what their locations will look like.
#3 Markup the images
Markup your images with text and draw lines to call out the design in this location.
Add images to the proposal
When you have the images ready and all required products added, you can add the images to your proposal so the customer can see them.
