Your customer's design in the quote and on the lead
Show the picture your customer put together in the configurator on the lead page and, if you like, in the quote PDF. With the views you choose.
On this page5
When your customer designs their veranda in the step-by-step configurator, meetpiloot keeps the design with the lead. You show that picture on the lead page and, if you switch it on, in the quote.
The picture is exactly what your customer saw: the same choices, at the sizes from the quote.
On the lead page
On the lead page the design sits at the top of the Step-by-step choices card, with buttons for the views below the picture, such as Front view and Roof from above. Below that are all your customer's choices, including what is not in the price.
This is on by default.
In the quote
In the quote the design is off by default. You switch it on yourself:
Open Quote Template.
Go to SettingsQuote Template and open Design picture.
Switch on In the quote.
The picture goes at the top of the configuration in the quote PDF.
Choose the views.
Under Views in the quote the Main picture is always on. Add From above, Front or Side if you like. They go two side by side below the main picture.
The preview on the right of the page updates straight away.
Switching it off on the lead page
If you do not want the picture on the lead page, switch off On the lead page under Design picture.
Which leads
The design picture is there for leads from the step-by-step configurator. Leads from Starter and older leads have no design picture; nothing changes for them.
Who can change this
You need the Offerte-, factuur- en e-mailopmaak permission (quote, invoice and email layout). Permission names are shown in Dutch.
Read next
Stuck?
Email us or open a ticket from your dashboard. We reply within 1 to 2 working days.