Once you have mapped the locations drawn on the canvas with the relevant locations and sublocations in the List view, you can add items to the locations on the canvas and start building the visual quote.

You have the option to build the visual quote:

There are 2 ways in which you can add items:

Here, you are building the visual quote from scratch. So, you will need to add items by searching for them in the Search bar at the top.

When adding the item, ensure it is in the correct location on the canvas. If you add it on the canvas and not within any location, it will be shown under "Unassigned" in the Locations group view.

When you have added an item in the required quantity, click Done in the Search bar search and add the next item.

Check out this collection of articles for more details about adding, updating, and deleting the items.

Here, you already have items in the List view and are extending the quote to a visual quote.

You will need to click anywhere in the location on the canvas and Cloud will show the items in that location in the panel on the left. Click the item in the panel and then "Enable click to add" and add the items in the location.

For every location, Cloud will show the number of items added to the location on the canvas and those not yet added.

In this example, 2 of the 3 items were added to the "Backyard." Notice that the side panel reads "1 out of 3 items not in the drawing."

Once you have added the items, you can add text, shapes, and comments on the canvas.