Opportunities
Create Opportunity
Opportunities are where the sales process begins and how you manage your pipeline of potential projects. Add data like quotes, contacts, and addresses. Create important notes and tasks for the next steps.
Quoting
Add items to your quote
Quotes are where you add equipment to various locations and systems.
Connect to your suppliers' pricing
Connecting to your supplier pricing will give you real-time cost from where you buy your products, so you can worry about what goes into the quote, not how much it costs.
Setting up Taxes
Don’t forget about taxes! Set up taxes now so you don’t forget after you win the project.
Add Labor to your Quote
How much time will you spend on this project? There are many ways to quote labor in D-Tools Cloud, so select the option that works best for you:
Add a labor total for the entire project
Add a labor line item for different locations, systems, and phases
Add labor on each product to get the most accurate estimate (default)
View your Pricing Summary
Check your business intelligence to ensure this project makes sense for your company. Getting the most out of Pricing Summary
Proposals
Customize your Proposal
Display the data you want the way you want.
Share your Proposal
Your quote is ready to be sent! Customize your message and electronically send your quote.
Track Proposal Analytics
Track proposal views and approvals for shared proposals.