The D-Tools AI Scope of Work capability allows you to generate a preliminary draft of the scope of work in quotes. D-Tools AI will scan the quote for the details it needs to generate the draft scope of work.
D-Tools AI will include the following in the draft scope of work.
The name on the account and the name of the primary contact
The area included in the project
The site address you specified for the opportunity
Brief descriptions of all systems in the quote, with the high-level details of the items in them. The descriptions are generated using the descriptions in the catalog
A bulleted list of installation actions for each system (with selected themes)
Products included in the packages
Currently, it does not factor in the service plans and subscriptions in the quote.
Cloud will allow you to create the scope of work using 3 distinct themes, each with a different format and purpose.
Detailed & Consultative: Designed for high-end projects, this theme does not generate the text for installation actions.
Concise & Technical: Designed for quick, straightforward projects, this theme generates text for installation actions.
Client-Centric & Storytelling: Designed to provide a storytelling experience, this generates the text for installation actions.
You will need to know the following to use the D-Tools AI Scope of Work capability.
The quote will need to have at least one product with a system associated with it.
The wait time to generate the scope of work depends on the number of items in the quote.
You can update the scope of work with more details, add images, insert links and videos, insert snippets, and all other options available in the Cloud Rich Text editor.
You can change the formatting of the text in the scope of work as needed.
You will see the generated scope of work in the "Scope of Work" section in the proposal.
Check out this article for more details about how to use D-Tools AI to generate the scope of work in quotes.