How to add 3D view video link of the site to your proposal template using Loom

How to add 3D view video link of the site to your proposal template using Loom

Here is a Step-by-Step Guide on how to add a site 3D view video link to your proposal template:
1. Navigate to edit tab of respective site.
2. Once on the design page, click on 3D view.
3. Record a short video of the 3D view using loom.com
4. Now, on the proposal template that you use , navigate to the page which has the site picture , insert the tag {#t#AdditionalNotes#} right below the site picture tab & upload this proposal to your account.
5.  Navigate to the Finance Page of the Project.
6. Click on Publish Proposal & select the requisite proposal & once you see the notes taker tab active , copy paste the note 3D video loom link here.
7. Click anywhere outside the screen & wait for a message "Notes Updated".
8. Once you get the pop-up , publish the proposal & you will see the loom link displayed on the final proposal.
9. Click the link & you will be diverted to the 3D video of the site.


Here is a short video for the same.

    • Related Articles

    • How to add 3D view video link of the site to your proposal template , using Loom

      Here is a Step-by-Step Guide on how-to add a site 3D view video link to your proposal template: 1. Navigate to edit tab of respective site. 2. Once on the design page, click on 3D view. 3. Record a short video of the 3D view using loom.com 4. Now, on ...
    • How do I Navigate to a Project's Price & Finance Page and Publish Proposal

      Paige Bassano 1 month ago Updated FollowNot yet followed by anyone Here is an overview of the Price & Finance Page: Sales Overview Explanation: The “Sales Overview” at the top of the Finance page allows you to edit the overall Sale Price or by ...
    • How to place panels using Single Panel option

      To place panels using the Single Panel feature, follow these steps: Go to the Panel Layout section in your design workspace. Select the “Single Panel” option from the toolbar. Move your cursor over the roof area where you’d like to place a panel. As ...
    • How to place panels using Single Panel option

      To place panels using the Single Panel feature, follow these steps: Go to the Panel Layout section in your design workspace. Select the “Single Panel” option from the toolbar. Move your cursor over the roof area where you’d like to place a panel. As ...
    • How to Add Panels on a Roof

      Rohit Maurya 4 months ago Updated FollowNot yet followed by anyone The below video will guide you to add panels on the roof: Steps to Add Panels on the roof: Click Fill Roof under Panel Layout section. Left click on the side of the roof to add ...