In this tutorial we'll cover the fastest way to create sales proposals with Lyra. These documents require less information than is required for permit packages and users can add that information at anytime but this tutorial will cover the bare minimum information required for generating sales proposals.

Note: as more information is added and steps completed the document(s) will become more detailed.

After completing the Layout Design step look to the Available Documents button that has appeared in the upper banner and click to open it.

This will open a dropdown menu showing what documents can be produced. Both the System Datasheet and Concept Design can be used as sales documents.

Note: other documents will become available later as the design is completed.

While both documents are free to generate and can be used as sales proposals, there are differences between the two. The System Datasheet is more customer facing and the Concept Design is more technical. This difference is also reflected in their formatting. The System Datasheet is 8.5"x11" whereas the Concept Design is 11"x17".

To generate either select the Gear symbol to the right. Specify what will be included and Option Preferences, then click Download.

Concept Design Options