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Presentation at 2009 User Conference
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Simplify Complex Selling
Paperview & Reports
Now that I’m done with my drawing, what’s next?!?Before any project can move from development to final submittal, it is important to validate the drawing for any errors or omissions and get the drawing as perfect as possible before any reports are developed….
Simplify Complex Selling
Project Validation● “Undecided” Tab to find any item that are missing options
“Undecided” Tab
Simplify Complex Selling
Project Validation2. Scheme Manager to add missing options & finishes
Simplify Complex Selling
Project Validation3. “Panel Types” to refresh your drawing & clean up your panel
types.
Simplify Complex Selling
Project Validation4. “Validate Project” button to check your drawing for any errors.
5. “Lather, rinse, repeat” as needed until project is valid!
Simplify Complex Selling
Reports
Reports can come in a variety of forms, based on the client need, complexity of the project, or design fees approved. They can be as simple as a photo series, or as complex as full installation plans with elevations, details and architectural verification.
Simplify Complex Selling
Reports – Quick Quotes
Best used for typicals, mock ups, single station or office, preliminary reviews
1. Document settings
2. Alternatives
3. Standard Bill of Materials
4. Floor Plan Settings
5. Perspective or Photo Series
6. Printer Settings
Simplify Complex Selling
Reports – Other Options
When your project is more complex…
1. Panel Type Report
2. Panel Type Summary
3. Photo Series
4. Bill of Materials
5. Export SIF
Simplify Complex Selling
Titleblocks
Used in Paperview, a titleblock can unify a report package, and provide project, client and dealer information in a uniform template.
Simplify Complex Selling
Titleblocks - Paperview
1. Drawing Views
2. Text Tools
3. Tools – Titleblock● Help Grid
● Images/Logos
● Paper Manager
4. Page Options● Printer Set Up
● Laser Printer vs. Plotter
5. Project Data
1
2
3
5
4
4
Simplify Complex Selling
Complete Drawing Set
A complete report set not only makes verification of the drawings and specifications easier, but your installers will appreciate the information in the field. The visual communication Configura provides helps to eliminate guesswork and helps to achieve a successful job, and a happy client!
Simplify Complex Selling
Titleblocks – Paperview (Alternative1)1. Drawing Views
● 2D Panel Plan
● 2D Electrical
● 3D Panel Isometric
● 3D Electrical Isometric
2. Titleblock Template
a b
c d
1
3. Drawing Views● 2D Component Plan
● 3D Worksurface Isometric
● 3D Component Isometric
● Quick Spec: Article View
4. Paperview Thumbnails
a
b c
d
4
32
Simplify Complex Selling
Titleblocks – Paperview (Alternative 2)1. Drawing Views
● 2D Component Plan
● Elevation “A” with Dimensions1
a b
2. Drawing Views● 3D Isometric View 1
● 3D Isometric View 2
● Quick Spec: Article View
2
a
b
c
Simplify Complex Selling
Questions?1.2.3.4.5.6.7.8.9.10.
Please feel free to contact me with any questions you might have. Maureen Soules, CIDFluid [email protected]
Thank you for your time.
