This article will cover how to use the Generate option to order standard Canibuild documents like the Site Plan, Flyer, Storyboard & Proposal. Depending on your subscription or build type you may also have access to H&L Packages or Quotes.
The Generate tab is accessible from any tab on the left panel. This quick access allows the ordering of any of the standard Canibuild documents.
- Set up the site with all relevant details & designs.
- Click the Generate button on the left panel.
- Select from the list of Documents:
- Site Plan.
- Flyer.
- Proposal.
- Quote.
- Storyboard.
- House & Land.
Documents like the Site Plan & Flyer will generate within a minute or two. Proposals & Proposals & Quotes may require you to prepare the quote document with client details or additional notes. All documents should automatically download when ready.
- Click CRM.
- Select Documents to view the status of a document or manually download.
- Click the Plus (+) to select a document.
- Click Actions to export documents:
- Select Send Email.
- Select Copy Link.
- Select Download.
All generated documents can also be accessed in MyHub > Orders.
Request Sign is exclusively for the Quoting tool. This allows a quote document to be electronically signed by a client.
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Click MyHub at the top right of the screen.
- Click the Orders tab on the left.
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Search for an address.
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Click the address to view its associated documents.
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Click the blue link next to a document to download it.
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All documents remain stored under their respective address.
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Check the status, price, and date of each document.
Each document is securely stored under its corresponding address, allowing you to easily check the status & date of each file. The most recent documents will be displayed at the bottom of the list for your convenience.