How to Share and Collaborate on a 3D Floor Plan
The Houzz Pro 3D Floor Planner is a great way to show clients your vision for their space. Once you've crafted the perfect design and layout, it's easy to share your floor plan, receive feedback, and make decisions with your clients to move your project forward.
Share Your 3D Floor Plan
Once you have completed your 3D design, you can easily share with your clients to get their feedback. You can either share over email with a link, or you can share directly to the Client Dashboard.
To share a 3D floor plan, go into your project, and select your relevant 3D floor plan. From there, click the Share button at the top right of your screen.
A new screen will appear. Here, you can fill in your client's name or email address. In the dropdown, you can select whether you want to give access to the Client Dashboard — you can always come back to this menu to adjust access as needed.
At the bottom of this screen, you also have the option to copy the link and send it in an email. Please Note: If you share the floor plan this way, your client will not be able to view or add comments.
Once you populate your client's information, another screen will appear where you can adjust the email they will receive. You can keep the default subject line and/or message, or you can customize and write your own. If you want to receive an email copy, check the box next to Send a Copy to My Email. Once everything looks good, click Send.
Once you email a floor plan to a client, it will automatically be added to the Client Dashboard as well.
Add Comments To Your 3D Floor Plan
You can collaborate directly with your client on a 3D floor plan by adding comments for them to view and respond to.
To start, make sure you have shared your 3D floor plan with your client — your client will not be able to view and add comments if the floor plan has not been shared.
To add a comment, click the Comments button in the top toolbar of your 3D floor plan, in either Floor Plan or Dollhouse view. Wherever you add your comment (either Floor Plan or Dollhouse view) is where your client will be able to read and respond to the comment.
Click on the wall, floor or object where you would like to add the comment.
In the right-hand menu, a Comments tab will appear where you can add in your text. Tag your client with the @ symbol to ensure they are notified of the new comment and can respond.
Once you Submit, your client will receive an email notifying them that there is a new comment to view. They will then be able to review the floor plan and add their own comments if needed.
If you make a mistake while writing a comment, you can easily edit or delete the text by clicking the three dots icon on the right-hand side of the comment.
If you want your team members to view and add comments as well, you can add them under the Team section in the Comments tab. Your client will not be able to view comments left under this tab.
Create 3D Floor Plan PDF
If you prefer to create a PDF, you can do that as well. When you create a PDF, you can either select to save the PDF to your project files within Houzz Pro, or you can print the PDF.
Please Note: The print/PDF format does not show comments, so you will need to follow the steps above for clients to view your floor plan comments.
To create your PDF, click the Print/PDF button next to the Share button at the top right of your screen. Select either Save PDF to Files or Print.
If you select Print, you will be able to save your PDF onto your computer, or print it directly.
If you select Save PDF to Files, select a file name, then click Save. Your 3D floor plan PDF file will now appear in your project's Files & Photos section. From there, you can share with clients and/or your team, or you can easily use this PDF file to create a Takeoff.