Overview
Attach shop drawings on the Proposal Documents step so technical install detail ships with the customer proposal. Pick an existing drawing from your library, import a system template, or create a new detail sheet, then return the finished sheet to the estimate.
Shop drawings document build and install detail. Site layout for the estimate comes from the fence design tool, not from shop drawings.
Where in the app: Estimate → Proposal Documents → Add shop drawings
Related: Create estimate
Add shop drawings
On Proposal Documents, click Add shop drawings. The modal shows the same library as Shop Drawings:
| Tab | Use when |
|---|---|
| My Library | Reuse a drawing you already built |
| Import from System Library | Start from a Dirt Face system template |
Select a drawing to open the workspace in estimate context. Finish edits, then use Attach to Estimate to add it to the proposal package.
Edit attached drawings
Attached drawings appear in the shop drawings list on Proposal Documents. Use Edit to reopen the workspace for that drawing linked to the current estimate.
Removing a drawing from the list detaches it from the proposal; the library copy remains in My Library unless you delete it separately.
Customer-facing output
Exported PDFs from attached drawings can be included when you send or print the proposal. Finish elevations, details, and specs in the workspace before attaching so the customer sees a complete sheet.