Opportunities, Quotes, and Proposals

How to get started with opportunities, quote, and proposals as you pursue the projects you haven't won - yet

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26 articles in this collection
Written by Nick Powers and Tim Bigoness
Quotes

Add accessories to a product within the Quote

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Written by Nick Powers
Updated over a week ago

Getting started with Quotes

How to create a quote in your opportunity to generate a proposal
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Written by Nick Powers
Updated over a week ago

Getting the most out of Quotes

Everything you need to know to make you a quoting expert in D-Tools Cloud
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Written by Nick Powers
Updated over a week ago

Configuring Labor for a Product

Utilizing labor when quoting and on a project from using labor on an individual product to entering in a labor line item.
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Written by Nick Powers
Updated over a week ago

Add a labor line item to a quote

Instead of creating a product for labor, use services to create labor line items, benefitting you in reporting and managing your business.
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Written by Nick Powers
Updated over a week ago

How to estimate material costs by area

How to use allowances to estimate material costs by square foot
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Written by Nick Powers
Updated over a week ago

How to change a quote status

You can update the quote status to Accepted, or you can change it back to In Progress
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Written by Nick Powers
Updated over a week ago

Setting up and using Taxes

How to add taxes to your Quotes
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Written by Nick Powers
Updated over a week ago

Default Locations

How to manage a reusable list of locations to be applied to all new Quotes
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Written by Nick Powers
Updated over a week ago

How to estimate miscellaneous material costs

How to use allowances to automatically estimate misc material costs
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Written by Nick Powers
Updated over a week ago