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Adding a Visual Quote to a Proposal
Adding a Visual Quote to a Proposal

Add your floor plan from visual quoting onto your client's proposal for them to visually see their home layout

Kimberly Hirsch avatar
Written by Kimberly Hirsch
Updated over a week ago

You can add your visual floor plan that you added products and marked up for your client on the proposal.

  1. On your proposal, add or go to a Gallery section

  2. Select Browse Quote and Opportunity

  3. Select your plan view

Note: You can also rename the section to be specific to your plan view

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