The 3D event layout
Lay a quote or an order out under its tent in 3D in one press, drag anything, and send the client a picture.
WhereSales›Quotes›open the quote›More›3D layout
The 3D layout draws the tent on a lawn from what is on the quote and places everything by your company's rules: the dance floor in the middle, the stage at the back, the bar near the entrance, tables everywhere else with their chairs.
Steps
- Open the quote (or the order), then More, 3D layout.
- Press Lay it out. Everything is placed, and a line says how many guests are seated and what did not fit.
- Drag anything to move it. A table carries its chairs.
- Click something and press Rotate or Remove. On a table, the arrows set how many guests sit at it.
- Switch between 3D, Top and Centered views, and Night to see the string lights lit.
- Under Sidewalls and lights, turn each side's walls and the lights on or off. It tells you if the quote has too few walls for the sides you chose.
- Pick each linen's color under Linen colors, and add Markers and notes such as the entrance.
- Press Attach to quote to put a picture on the quote's files. Tick Client sees it first if the picture should show on the client's page and the PDF.
Good to know
- Every change is saved by itself a moment after you stop, for everyone.
- An order has its own layout. The first time an order's layout is opened, it starts from the quote's.
- Save picture downloads the view as it is on screen. Full screen gives the scene the whole window.
- Tent switches between See-through and Solid, so you can see under a real tent model.
- Products are drawn with a 3D model when one fits their size, or as a plain block. An admin can choose the model for each product under Settings, Sales, Quotes, Layouts, 3D models.
- Describe the layout lets you type or say how it should look ("rounds of eight around the dance floor, bar by the entrance") and press Build it this way. It needs an AI key connected under Settings, System, Connections, Services, and is on Pro and the license, not on Lite.
If something goes wrong
- Lay it out is greyed out. There is no tent on the quote yet. Add one to the items first.
- Something "did not fit". Click the red count to see what and why. Remove something, choose a bigger tent, or place it by hand.
- A product shows as a plain block. No model fits its size. Choose one for it under Settings, Sales, Quotes, Layouts, 3D models, or upload your own on the product.
Still stuck? Tell us what you pressed and what you saw. A person reads every message.
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