FAQ

A regularly curated list of the most commonly asked question by Cloud customers.

Hunter Kiernan avatar Nick Powers avatar A
15 articles in this collection
Written by Hunter Kiernan, Nick Powers, and Andriy

How do I add or change a picture on an item (product, service, package, or allowance)?

Add or swap out images on products, services, or allowances in your catalog to remove the default box image in the proposal.
Nick Powers avatar
Written by Nick Powers
Updated over a week ago

How do I create a Package inside D-Tools Cloud?

A
Written by Andriy
Updated yesterday

D-Tools Cloud and its Complying Countries

D-Tools Cloud is web-based so technically works anywhere, but right now it is tailored for United States and Canada
Nick Powers avatar
Written by Nick Powers
Updated over a week ago

How would I share a Proposal with a client?

Sharing a proposal
A
Written by Andriy
Updated over a week ago

How can I set a Price Adjustment on a Quote?

Price Adjustment
A
Written by Andriy
Updated over a week ago

How do I create a drawing using Whiteboard?

Drawing, Whiteboard
A
Written by Andriy
Updated over a week ago

How can I hide the item price on a proposal?

Hiding item price
A
Written by Andriy
Updated over a week ago

How can I add a Scope of Work?

Adding a Scope of Work
A
Written by Andriy
Updated over a week ago

Does D-Tools Cloud support multiple currencies?

Can I change the currency in D-Tools Cloud?
Hunter Kiernan avatar
Written by Hunter Kiernan
Updated over a week ago

Why doesn't the "Create User" button work when creating an account?

Creating a user appears unnresponsive when creating a new account during registration.
Hunter Kiernan avatar
Written by Hunter Kiernan
Updated over a week ago

Why does Cloud never seem to load?

Ad blockers may be preventing you from accessing Cloud which freezes the application in a never-ending loading state.
Hunter Kiernan avatar
Written by Hunter Kiernan
Updated over a week ago

How do I share a proposal with a Customer?

Turning a quote into the perfect proposal to share with your customers
Nick Powers avatar
Written by Nick Powers
Updated over a week ago