Image-Based Quoting

Take pictures of the site, add products, and view in your bill of materials

Kimberly Craven avatar
Written by Kimberly Craven
Updated over a week ago

Image-based quoting is another way of visually quoting through images instead of a floor plan. This allows you to take images, add items, and build your quote.

Take or Upload Images

From your computer, tablet, or even phone, take or upload images of your client's home or building. Don't forget to select a location so your products will be placed in the appropriate locations

Add Items on top of your image

Add products to your images, either from your quote or new items from the catalog. Resize to fit onto your image and give your client an idea of what their new system will look like.

Markup your Images

Markup your image with text and draw lines to call out important features of the system in this location.

Add to Proposal

And of course, you can add these images to your proposal so the client can see this when trying to decide whether to sign the dotted line.

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