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Require your sales people to include floorplans/drawings
Require your sales people to include floorplans/drawings
- Mike OB (Unlicensed)
Owned by Mike OB (Unlicensed)
Jan 21, 2021
1 min read
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You can force your sales people to include floorplans before they are able to send the quote. With this option turned on, administrators get prompted that it is missing floorplans but can override and send anyway.
Open a quote/project
Go to the “Preview” tab
Toggle the “Edit” button to turn on presentation editing
Open “Presentation settings”
Go to the “Require floor plans” line, toggle that on
, multiple selections available,
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