Quote Designer Visualizations

Administration

Visualizations can be added to Redwood Quote UI of the Quote Line Details.

ClosedAccess Visualizations

To access Visualizations:

  1. Open or create a Redwood quote, then click Design.

  2. Click the applicable view.

  3. Click the Visualizations Visualizations icon icon.

    Access Visualizations

  4. Click Visualizations Settings icon

    Visualizations


ClosedAdd a Visualization

  • Click Available Visualizations to view available visualization that can be added to the view.

  • Click the visualization Add + icon to add an available visualization to the view.

Available Visualizations


ClosedDelete a Visualization

  • Click Applied Visualizations to view visualizations displayed in the view.

  • Click the action Delete Delete icon icon to remove a visualization from the view.

AppliedVisualization


Related Topics

Related Topics Link IconSee Also