Picture Book Report 11x17 VersionPicture Book Report 11x17 Version

The Picture Book displays the items you are selling to the client in picture format. The photos of your items are listed by location and are displayed in two columns. You can have up to 5 items showing per location. The quantity of an item in the proposal dictates how many images of that item will show in the Picture Book. For example, a quantity of 5 dimmer switches will show as 5 small dimmer switches in the Picture Book.

The description displayed below each image uses the line item description settings chosen when printing a proposal. (Refer to Proposals > Reports> Client Proposal > Options > Text Options).

  • If you chose to hide the manufacturer but include the model number on the line item in the proposal then the picture book images will show the model number without the manufacturer’s name.
  • Likewise, if you chose to show the item description inline with the model number on the proposal then the caption below the picture book image will include the item’s description, as well.

Export the Report

You can export the Picture Book as a stand-alone report, or as part of the Client Proposal.

To export the Picture Book report by itself, click the Picture Book button in the Reports tab, then choose which size picture book you would like to open: 8.5 in x 11 in or 11 in x 17 in. Once you choose a size, the Picture Book report screen will open.

Open the Picture Book ReportOpen the Picture Book Report

To include the Picture Book in the Client Proposal, make sure to select the Picture Book when creating the proposal package. Learn about proposal package creation here.

Add the Picture Book to the Proposal PackageAdd the Picture Book to the Proposal Package

Picture Book Report OptionsPicture Book Report Options
Click the Options button at the top of the Picture Book Report to open the Options popover window.

Print button: This will print the picture book
View As PDF button: This will open the picture book as a PDF
Back To Details button: This will return you to the Proposal Details screen

Learn about setting up the Picture Book.

Training Video

Last modified: 17 Jul 2020

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