Plans and blueprints on the quote and the agreement

Builder-attached PDFs and images shown to the customer before they accept, and again one click from the terms on the agreement page.

What it is

A section rendering each attached plan, images inline and other files as download rows. It is off by default and only appears when the builder has both attached plans and switched the section on. The same files reappear on the contract page under their own switch.

Also called: attach drawings to the estimate · blueprints for the customer · plan set

See it
Plans and blueprints on the quote and the agreement
Prepared for
Marlin Hoover
1140 Ridge Line Rd · Fair Play
Shell package$36,822
Concrete & site$10,690
Doors & windows$7,127
Trim & finish$4,751
Total
$59,390
Signature
The Plans and Blueprints card with an inline drawing preview and a PDF download row. EstimateView plans block. Sample data — no customer information appears here.
How it works
  1. 1Plans live on the frozen estimate snapshot with url, name and type
  2. 2Image types render as clickable inline previews; everything else as a View / Download row
  3. 3The estimate section is gated on the plans key; the contract page uses contract:plans
  4. 4Files are uploaded direct-to-storage rather than through a serverless function
Why we built it

A customer reading the terms has usually not looked at the drawings for days, and the plans were buried in an email thread behind them. Drawings sit one click away on both the quote and the agreement, so nobody signs while trying to remember what they are signing for. The section is off by default, because not every send has a plan set to attach.

The problem
  • Drawings living in an email thread separate from the quote
  • Large plan PDFs failing to send
Sound familiar?
What you get
The drawings sit with the document they belong to
The same files are present at signing time

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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