Adding a Diagram to a Quote

Once you've created a diagram, you can easily include it in any quote to give your customer a visual overview of the solution.

Selecting a diagram

1. Open the quote you want to add a diagram to.
2. Scroll to the Architecture section in the editor.
3. Click Choose Diagram.
4. A picker opens showing all diagrams in your workspace, each with a preview thumbnail.
5. Click the diagram you want to use.

The diagram's image is inserted into the architecture section of your quote.

Alternatively: upload a custom image

If you don't want to use a diagram from your library, you can also upload any image directly into the architecture section. Just click the image upload area and select a file from your computer.

This is useful for one-off diagrams or images provided by your customer.

Customizing the architecture section

After adding a diagram or image, you can:

• Change the section label — the heading above the image (defaults to "System Architecture").
• Add a note — a short description below the heading that provides context.
• Toggle visibility — show or hide the entire architecture section on the published quote.

What your customer sees

Your customer sees the diagram displayed full-width in the quote. They can click on it to zoom in for a closer look — helpful for detailed diagrams where they want to read labels or see fine details.

Reusing diagrams across quotes

The same diagram can be used in as many quotes as you like. This is one of the main benefits of the Diagrams feature — design your diagram once and reuse it everywhere.

If you update a diagram after it's been added to a quote, the quote will continue showing the version that was added at the time. To use the updated version, re-select the diagram in the quote's architecture section.