D-Tools

Everything you need to know to start using the Quoting functionality on D-Tools Cloud

Getting started with quotes

How to use allowances to estimate material costs by square foot

How to estimate material costs by area

How to use allowances to automatically estimate misc material costs

How to estimate miscellaneous material costs

How to use D-Tools AI to add the scope of work to the quote

Using D-Tools AI to add the scope of work

What are the permissions to create quotes and update the details of items added to the quotes

Quote Management permissions

Kimberly Craven

Ashok P

Amy Blanton

Everything you need to know to build simple, drawing-based, and image-based quotes on D-Tools Cloud

Quotes

Quote States and how they work on D-Tools Cloud

Quote State

Client Mode and how it works on D-Tools Cloud

Client Mode

Quote Versioning and how it works on D-Tools Cloud

Quote Versioning

Quote Locking and how it works on D-Tools Cloud

Quote Locking

How to add default site locations and sublocations under Settings, and work with locations in the quote

Locations and Sublocations

Product Grouping

How to exempt items, service plans, and subscriptions in a quote from taxes

Exempting a quote from taxes

How to configure the Item Validation settings so your quotes don't have items with insufficient details.

Item Validation settings

Adding a quote to an opportunity

How to copy a quote from one opportunity to another

Copying a quote from another opportunity

How to copy locations and systems from a quote to another in the opportunity or another opportunity

Copying locations and systems between opportunities

Everything you need to know about managing quotes on Cloud

Quote Management options on Cloud

Learn about the basics of the Quoting functionality

Quoting Basics

How to preload products, labor, and payment schedules in the quotes of an opportunity

Preloading products and labor in quotes

How to configure the display of items and their details in the quote

Configuring the display of items and their details

How to sort items in a preferred order in the quote

Sorting items

How to apply predefined or new adjustments to the product value, labor value, or total value in the quote

Applying adjustments

How to apply a discount to an item within the quote

Applying a discount to an item

Learn how to add products, labor, subscriptions, and other items to quotes and update items

Add and Update Items

Adding items to a quote

Creating a new item within a quote

How to edit or update the details of a product, package, alternate set, and labor type from their side panel

Editing or updating the details of an item

How to edit or update the details of multiple products, packages, alternate sets, and labor types from their side panel

Editing or updating the details of multiple items

How to copy one or more items from one location to the other locations in the quote

Copying items to other locations

How to move one or more items between locations and systems within a quote

Moving items between locations and systems

How to replace an item with another item in one or more locations in a quote

Replacing items in a quote

Deleting items from the quote

Learn how to add, update, replace, and delete items 

All types of Items

How to fix the item validation errors seen in the quote

Fixing item validation errors

How to add or replace accessories for a product from its side panel

Managing accessories for a product

How to turn off the itemized and manual labor associated with products

Turning off labor associated with products

How to update product details, such as the cost, price, and MSRP, from the catalog before finalizing the quote

Syncing product updates from the catalog

Learn about the options to manage products added to quotes

Products

How to configure labor for an individual product

Configuring labor for a product

How to configure labor for the entire project

Configuring labor for a project

Learn about the options to manage labor added to quotes

Labor

Create alternates for your items in the proposal to upsell to your customer and engage them to become more invested in you

Using Item Alternates to provide client-selectable Options on your proposal

How to add alternate items for an item within the quote

Adding alternates for an item

How to add a predefined alternate set to the quote

Adding an alternate set to the quote

How to mark an item and even an entire location or system as optional and let customers decide if they want them included in the project

Marking an item or location as optional

How to mark an item as Client-Supplied in the quote

Marking an item as client-supplied

How to provide alternates for a product currently at the customer site and let them decide on whether they want to upgrade it

Providing alternates for customer owned products

Learn how to add and manage alternate, client-selectable, and client-supplied items added to quotes

Alternate, Client-Selectable, and Client-Supplied Items

Adding subscriptions to the quote

Customer view for viewing the subscriptions

FAQ: How do customers view the subscriptions in the proposal?

Subscriptions

How to use the Avalara tax integration for auto-generating tax rates

Avalara tax integration

How to set up taxes and apply taxes to the items in the quote

Setting up and using taxes

How to add payment schedules and payment terms to use them for collecting payments for projects

Adding payment schedule templates and payment terms

How to set up the payment schedule in the quote

Setting up the payment schedule

How to add a customer-provided purchase order number to formally authorize the project after the customer accepts the proposal to the quote

Adding a customer-provided purchase order number

Learn how add payment schedules to quotes and set up in quotes

Manage Payment Schedules and Taxes

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