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Updating your company profile on D-Tools Cloud

How to update your company profile information on D-Tools Cloud

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Written by Ashok P

The company name and address you provided when signing up for D-Tools Cloud are displayed under "Settings > Account > Company Profile." They will appear on the header of the proposals.

If needed, you can add more details to your company profile and show them in your proposals.

Company phone and website

You can add your company phone number and website URL in the relevant fields.

Social media

In the Social media section, you can add links to your social media pages.

Professional licenses

In the "Professional licenses" section, you can add the licenses, license numbers, and expiration dates.

Testimonials

In the "Testimonials" section, you can add testimonials with the reviewer's name.

Awards

In the "Awards" section, you can add awards you have received and the page URL with details about the award.

Case studies

In the "Case studies" section, you can add the case studies along with their title and thumbnails.

In the proposal, social media links, licenses, testimonials, awards, and case studies can be added to different sections.

Here is an example of how some sections look in the proposal.

If you are stuck on any of these steps or have questions or concerns, please don’t hesitate to contact the D-Tools Cloud Account team via chat or at cscloudteam@d-tools.com.

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