Plan view

Pin your spec to the plan, so no one has to guess where anything goes

Plan view lets you pin products from your spec directly onto an image of the space — a floor plan or a 3D render if that's what you're working with. Instead of a position code that clients have to cross-reference back to the spec, each pin shows the real product: image, details, status, exactly where it sits.

You can add notes to the plan too, with a reference image attached, for anything that isn't a product but still needs to be flagged.

Spec sheet with products, rooms and statuses in thesheet

Works with a plan or a render

Upload whatever you already have — a floor plan or a 3D render — and pin products onto it. thesheet doesn't generate the render itself; bring the one you made and use it as the base for your spec.

Leave notes, not just pins

Not everything is a product. Add a note anywhere on the plan, attach a reference image, and keep the context that doesn't fit a product page right where it belongs.

Clients can decide right from the plan

Clients approve or reject products directly from their pin, the same way they would in Sheet view. They never have to leave Plan view to make a decision.

Spec sheet with products, rooms and statuses in thesheet
Spec sheet with products, rooms and statuses in thesheet

"Anything that helps you put together a clear, professional presentation really, really helps."

Oana Bancu

Architect and Interior Designer

What you can do

Add a floor plan or a 3D render to any project.

Pin products from your spec directly onto it.

Add notes with a reference image for anything that isn't a product.

Click a pin to see the full product, not a position code to look up.

Share Plan view with clients for approvals.

Built specifically for modern finance operations.

Clean, intuitive interface designed for speed.

One platform — expenses, budgets, vendors.

Smart approval flows with built-in controls.

Real-time insights with budget health indicators.

Real life use

Workflow example

Your client is reviewing the living room layout and isn't sure the floor lamp works next to the new sofa. Instead of describing the placement or sending a separate marked-up PDF, you open Plan view, where the lamp is already pinned beside the sofa. They click the pin, see the actual product or any of the alternatives to it and approve it there.

Spec sheet with products, rooms and statuses in thesheet

Try thesheet for free

Create a free workspace and build your first client-ready spec sheet.

Good questions

Answers to common questions about getting started and using thesheet day to day.

Book a demo call

No slides, no fluff, just a quick walkthrough of how designers use it day to day.

Do you prefer email? We're available at:

Book a demo call

No slides, no fluff, just a quick walkthrough of how designers use it day to day.

Do you prefer email? We're available at:

Book a demo call

No slides, no fluff, just a quick walkthrough of how designers use it day to day.

Do you prefer email? We're available at:

Does the plan have to be an architectural floor plan?

No — a 3D render works just as well, if that's what you're using for the project. Any image file or PDF works.

Do I still need position codes if I use Plan view?

No — the pin replaces the position code. Clicking it shows the product directly, instead of a code you'd look up separately in the spec.

Can I add notes as well as pinning products?

Yes — notes can carry a reference image, so anything that needs flagging but isn't a product still has a place on the plan.

Does Plan view work with multi-space products?

Yes. A product assigned across several rooms stays as one product underneath, wherever it's pinned.

Can clients approve or reject items directly in Plan view?

Yes — clients can make decisions right from the pin, without needing to switch back to the spec sheet.