After you have created vibrant, detailed drawings using the Drawings functionality, you can add them to the proposal. The plan views and images are interactive, letting customers view products by location or system in the proposal. This way, customers know exactly where you are placing the products, and if you choose to show "Product Coverage," they also see how effective the design is.

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

To add a drawing to the Files, Plan Views, Whiteboards section:

1/ Go to the Edit view of the proposal.

2/ Click "Add Section" in the panel on the left, and add the Files, Plan Views, Whiteboards section.

3/ Click "Edit" in the section.

The options to add the drawing appear in the panel on the left.

4/ Click "Browse" in the Quote & Opportunity Files section in the pane on the left.

5/ Add one or more drawings one by one.

6/ You can change the title of the section and the layout.

The following screenshot shows the pane for adding drawings to the Quote & Opportunity Files section.

A plan view drawing is interactive when added to the proposal.

Customers can click the "View" button in the proposal. They can click the location names to see the items at each location. They can also see the product coverage by system or location.

The following demonstrates how customers can navigate a plan view drawing in the proposal.

Now you can change the section title, add a description, and add the plan view under Quote & Opportunity Files.

You can add other types of drawings to the Files, Plan Views, Whiteboards section. These drawings don't provide interactive options.

You can add all types of drawings to the Gallery section. The steps to add drawings are similar to those for adding drawings in the Files, Plan Views, and Whiteboards section.

In the Gallery section, you can add hotspots to all drawing types except plan view drawings. Hotspots let you add clickable markers on an image to display short, informative text when the customer clicks them in the proposal.

Check out this article for more details.