Related Articles
Adding a New Floor in Client Mode
When in Client Mode, to add a new floor: Click on the 'Change Floor' icon on the top right This will then open a menu along the bottom showing all of the floors in your proposal/project Click on the button 'Add Floor' A window will open where you can ...
Quick Quote vs Normal Quote
When creating a Quote you can choose either ‘Normal’ or ‘Quick Quote’. The quick quote option is used when you only have a few products to add to the proposal and it won’t require a complete room by room, floor by floor breakdown. The normal quote ...
Adding a New Room in Client Mode
When in Client Mode, to add a new room to a floor: Go to the correct floor where you want to add a room to - you can change floor by clicking the 'Change Floor' icon on the top right This will then open a menu along the bottom showing all of the ...
Subscription and Billing
If you are on a free trial and want to upgrade to a monthly or annual subscription: Click on 'System Settings' within the Settings tab on the left A new page will open, in here click on the tab 'Subscription & Billing' You will be shown the plan that ...
Adding Products within Client Mode
To access Client Mode, go to the 'Proposals and Projects' tab and click into the project you want to work on with your client Click on the Client Mode tab to open up the project/proposal in Client Mode This will open a new window, showing your ...