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Adding a visual quote to the proposal

How to add the plan view or site images with products in the proposal

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Written by Ashok P
Updated over 8 months ago

You can add your visual quote, the floor plan, or the site images with the products to the proposal.

Except for comments meant for internal use, your customer can see all other objects, such as text, shapes, and wire paths, added to the visual quote.

Visual quotes can be added in the "Attachments" section of the proposal.

Check out this article for more details.

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