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Proposal Center · Core workflow

Import Plan Studio Equipment into a Proposal

Open a recent Plan Studio project, generate an editable proposal from placed devices and keep the finished plan attached to the quote.

7 minutes5 stepsVisual + written guide

BEFORE YOU START

  • Saved Plan Studio project
  • Proposal Center access
  • Catalog prices or authority to enter pricing

WHAT THIS IMPROVES

  • Automated quantities
  • Visual plan-to-quote continuity
  • Fewer estimating omissions
Open Proposal Center demo

WRITTEN WALKTHROUGH

Complete the workflow step by step.

01

Open the recent-plan recommendation

From Proposal Center, select the matching recently saved Plan Studio project.

Why this mattersThe recommendation is scoped to the current company and customer workspace.
PROPOSAL CENTER
AccountCompany profileCreate proposal from plan
TOOL SHOWNConnected workflowCreate proposal from plan
PropertiesLabelQuantityNotesStatus
Connected workflowThe pointer identifies the exact control used in this step; the explanation stays outside the working area.
02

Generate proposal line items

Choose Create Proposal from Plan and allow the equipment symbols and quantities to populate the pricing area.

Why this mattersPlaced devices become editable quote items without retyping each camera, switch, reader or speaker.
PROPOSAL CENTER
AccountCompany profileAdd selected item
TOOL SHOWNVisual line itemsAdd selected item
PropertiesLabelQuantityNotesStatus
Visual line itemsThe pointer identifies the exact control used in this step; the explanation stays outside the working area.
03

Apply saved catalog prices

Match imported icons to company catalog entries and confirm the default price, tax treatment and description.

Why this mattersSaved catalog data standardizes pricing while still allowing authorized adjustments for project conditions.
PROPOSAL CENTER
AccountCompany profileApply saved pricing
TOOL SHOWNCompany catalogApply saved pricing
PropertiesLabelQuantityNotesStatus
Company catalogThe pointer identifies the exact control used in this step; the explanation stays outside the working area.
04

Add non-plan scope

Add labor, lifts, trenching, permits, programming, travel, accessories and other work that is not represented by a plan symbol.

Why this mattersThe floor plan describes the system layout; the proposal must include the complete commercial scope.
PROPOSAL CENTER
AccountCompany profileSave scope
TOOL SHOWNScope & timelineSave scope
PropertiesLabelQuantityNotesStatus
Scope & timelineThe pointer identifies the exact control used in this step; the explanation stays outside the working area.
05

Attach and review

Confirm the finished plan appears in the proposal attachments, then compare quantities between the plan legend and quote.

Why this mattersThe customer can see what is being installed and where it belongs within the same proposal.
PROPOSAL CENTER
AccountCompany profileExport customer PDF
TOOL SHOWNSave & exportExport customer PDF
PropertiesLabelQuantityNotesStatus
Save & exportThe pointer identifies the exact control used in this step; the explanation stays outside the working area.

COMPLETION CHECK

Confirm the result before moving on.

  • Correct customer and plan selected
  • Imported quantities match the plan legend
  • Catalog pricing applied as expected
  • Labor and project-specific requirements added

NEXT TUTORIAL

Save Product, Labor and Icon Pricing

Build a reusable company catalog that assigns default pricing, descriptions and visual icons to equipment, labor and services.

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