/
Require your sales people to include floorplans/drawings
Require your sales people to include floorplans/drawings
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,
Related content
Enabling/disabling client changes
Enabling/disabling client changes
More like this
Printing or downloading a proposal as PDF
Printing or downloading a proposal as PDF
More like this
"That quote is no longer available to view. Please contact your contractor to make it available" or "You are not permitted to see that quote"
"That quote is no longer available to view. Please contact your contractor to make it available" or "You are not permitted to see that quote"
More like this
How to set a default message when sending a quote or change order
How to set a default message when sending a quote or change order
More like this
Creating an optional item that does not affect the quote price until chosen by the client
Creating an optional item that does not affect the quote price until chosen by the client
More like this
Adding Selection Items to Your Estimate & Proposal
Adding Selection Items to Your Estimate & Proposal
More like this