Diagrams

Diagrams are architecture diagrams you can design and include in your quotes. They help your customer visualize the system layout, infrastructure, or solution architecture you're proposing.

What are Diagrams for?

If you're quoting a technical solution — like a hardware setup, software platform, or multi-component system — a visual diagram can make the proposal much easier to understand. Diagrams let you create these diagrams directly in Quoteworks and reuse them across multiple quotes.

Where to find Diagrams

Click Diagrams in the sidebar. You'll see all the diagrams in your workspace displayed as a list or grid. Each diagram shows its name, a preview image, and when it was last updated.

What you can do

• Create new diagrams using the visual canvas editor.
• Edit existing diagrams at any time.
• Delete diagrams you no longer need.
• Use diagrams in quotes by selecting them from the architecture section of the quote editor.

How Diagrams relate to Quotes

When you use a diagram in a quote, the diagram's image is inserted into the architecture section. Your customer will see the diagram as part of the quote.

You can use the same diagram in multiple quotes. If you update the diagram and want the change reflected in a quote, you'll need to re-select it in that quote.

Next steps

• Creating a Diagram — learn how to design a diagram.
• Adding a Diagram to a Quote — use your diagrams in proposals.