WRITTEN WALKTHROUGH
Complete the workflow step by step.
01
Save the completed plan
Confirm that the latest equipment, labels and routes are saved to the customer project.
Why this mattersProposal Center reads the saved project state, not unsaved visual changes.
PLAN STUDIO
TOOL SHOWNWorkspace actionsSave draft
02
Choose Carry Plan to Proposal
Use the connected workspace action at the top of Plan Studio.
Why this mattersThis preserves the current customer and project context while switching workspaces.
PLAN STUDIO
TOOL SHOWNConnected workflowCarry plan to Proposal
03
Review the recommendation
Proposal Center presents the recent plan and recommends creating a proposal from its equipment list. Confirm the correct customer and floor.
Why this mattersThe recommendation prevents equipment from a different draft or customer being mixed into the quote.
PLAN STUDIO
TOOL SHOWNConnected workflowCarry plan to Proposal
04
Verify imported line items
Review quantities, icons, descriptions and saved catalog pricing. Add labor, accessories or equipment not represented by plan symbols.
Why this mattersThe imported plan accelerates estimating but does not replace final scope and pricing review.
PLAN STUDIO
TOOL SHOWNEquipment libraryAdd selected item
05
Continue Proposal Center training
Save the proposal draft and open the Proposal Center getting-started tutorial for milestones, templates, approval and payment workflow.
Why this mattersThe next workspace turns the technical design into the commercial customer decision.
PLAN STUDIO
TOOL SHOWNConnected workflowCarry plan to Proposal
COMPLETION CHECK
Confirm the result before moving on.
- Customer and service address match the plan
- Equipment quantities reflect placed symbols
- Plan is attached to the proposal
- All imported prices remain editable by an authorized user