The "Drawings" functionality on Cloud allows you to make your proposals more vibrant to look at, more detailed to review, and more effective at executing projects. The Drawings functionality lets you add multiple types of drawings, each with a distinct purpose.

By including drawings in quotes and proposals, you can improve internal communication within the team and provide useful documentation for technicians, helping them be more successful in the field.

The Drawings functionality allows you to create multiple types of drawings, ranging from placing products to visualizing wiring requirements for connecting them to creating port-level connectivity diagrams.

By quoting using a plan view drawing, you will use a readily available floor plan or a custom-drawn floor plan of the work site as the layout to add items.

By placing the items in the appropriate locations on the layout, you can show the customer the detailed design to execute the project.

There are two ways to create a plan view drawing on Cloud.

You can upload a dimensionally sound image or PDF of a floor plan with the rooms or buildings at the work site to the plan view. Cloud will use the floor plan as the underlay for the plan view drawing.

Learn more about adding a floor plan

Once you upload the floor plan to a plan view, you can add items directly to locations in the floor plan from the Item Search bar.

You can also add items you have already added in the Design view of the quote to the floor plan.

Learn more about adding items on a floor plan

You can use the "Rectangle Location" feature to draw rectangular or polygonal boxes for each room at the work site on the drawing canvas. This way, you can create a layout that closely resembles the actual work site.

Learn more about drawing locations

Once you draw the location boxes on the canvas, you can add items directly to the locations.

If you want to add items you have already added in the Design view of the quote, draw a location box on the canvas, and Cloud will automatically add those items to that location.

Learn more about adding items in locations

Continue reading this article to know more about the Wirepath and the Interconnects functionality.

With the Image Quoting feature, you can use the images of the work site as your layout. With different images for different locations, you can place the items on top of the relevant images and show the customer how the locations will look with the products installed.

Learn more about Image Quoting

With the Whiteboard feature, you can annotate work site photos and add products onto them, or markup PDFs. Whiteboards provide an experience similar to Image Quoting.

Learn more about Whiteboard

Wirepath is a cable length calculator that helps you estimate cabling requirements without ever visiting the work site. With Wirepath, you can draw freehand lines on a 2D floor plan and create an overlay of all the wire runs required at the work site. The wire runs are then allotted the appropriate cables or wires from the catalog.

Wirepath enriches the plan view drawings by enabling visualization of how products will be connected at the work site.

Learn more about Wirepath

Interconnects is a feature you can use to create port-level connection diagrams to visualize how the products will be connected at the work site. You will need to add the I/O ports to the products in the catalog to leverage the Interconnects functionality. Once the I/Os are added, you can draw connections between the products' ports.

You can group the diagram by location, system, and phase, and download location-level, system-level, and phase-level connectivity to send to the relevant stakeholders for review and to installers for installation.

Learn more about Interconnects

With all the drawings you can add with the Drawings functionality, you will see a toolbar to add and manage the elements you add to the drawings. The options available on the toolbar differ depending on the type of drawing you are creating.

The toolbar appears at the bottom of the drawing canvas and can be moved to the right if needed.

Learn more about the Drawings toolbar

All types of drawings can be downloaded as a PNG or PDF file from the toolbar.

Check out this article for more details.

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

Check out this article for more details.