Katipolt

An overview of the Visbuild Window and its Features

Visbuild - Overview

Visbuild Tools & Options to use when creating Quotes from Katipolt’s dedicated Visual Quote Builder

Visbuild - Tools & Options (New UI)

How to upload your plans to get the Quote Pricing as you want it

Visbuild – Plan Structuring (Sections/Plan Images/Layers)

How to tidy up your Plan Images when uploading Plans OR after they are uploaded

Visbuild - Plan Image Edit/Clean Up Tools

Visbuild - Single Plan Images Upload

How to upload a Multi-Page Plan Image PDF to Visbuild

Visbuild - Multi-Page Plan Image PDF Upload

How to replace a plan On a Quote or As a Variation

Visbuild - Replace Plan

Visbuild - Kitsets (Add - Replace)

How to give a Kitset or Quote Line a Quantity

Visbuild – Kitsets/Quote Lines Qty's

How to identify Plan Symbols on a plan and place Katipolt Kitsets on them

Visbuild -Symbol/Kitset Match Feature

How to build a Library for regularly used Kitsets so they are quick to find

Visbuild – Kitsets – User Owned Libraries (Add – Edit)

How to Group Kitsets and save to a User Owned Library for future use

Visbuild - Kitsets (Groups)

How to add lines to a plan and/or use those lines to scale from your plan

Visbuild - Polylines & Scaling

Austin Rasmussen

Visbuild

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A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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