Attach plans and blueprints to the quote

Pick drawings straight from the job's generated plans, and they're rendered, uploaded and attached to the customer's estimate page.

What it is

An attach flow that reads from the estimate's own building plans rather than the OS file dialog. Choosing a plan generates its PDF, uploads it to portal media and adds it to the send, automatically switching the plans section on so the files actually appear.

Also called: send the drawings · attach blueprints · elevation with the quote

See it
Attach plans and blueprints to the quote
Prepared for
Ivy Brubaker
1140 Ridge Line Rd · Fair Play
Shell package$31,285
Concrete & site$9,083
Doors & windows$6,055
Trim & finish$4,037
Total
$50,460
Signature
The plans picker inside the send modal, one slot spinning while its PDF generates, with the attached list below. Sample data — no customer information appears here.
How it works
  1. 1Open the plans picker inside the send modal and select any generated output.
  2. 2The PDF is generated, uploaded, and its URL attached to the send with a per-slot spinner while it works.
  3. 3Attaching auto-enables the plans section — a file that's attached but hidden is a silent failure.
  4. 4The plans row is only offered in What They See when plans actually exist on the send.
Why we built it

The send flow invited a builder to attach plans below and then offered nothing to attach them with — the uploader only existed inside an unrelated supplier-order dialog. Drawings are now picked straight from the job's generated plans, rendered, uploaded and attached to the customer's estimate page. The toggle that shows them only appears when there are plans to show, because a control for content that doesn't exist is worse than no control at all.

The problem
  • No path from the job's own drawings to the customer's estimate page
  • Attachments that upload but stay hidden
Sound familiar?
What you get
Drawings go out with the price, in two clicks
A toggle only exists when there's something behind it

See it on your own jobs

Twenty minutes, your numbers, no slide deck. We’ll build one of your real buildings in front of you and send you the estimate link at the end — yours to keep either way.

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