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Getting Started
D-Tools Cloud - Getting Started Checklist
D-Tools Cloud - Getting Started Checklist

This checklist will ensure that you get up and running quickly. Follow the D-Tools guide to success to generate the best quotes

Kimberly Craven avatar
Written by Kimberly Craven
Updated over a week ago

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! Setup 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 that 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.
Getting the most out of Proposals

Share your Proposal

Your quote is ready to be sent! Customize your message and electronically send your quote.
Getting the most out of sharing a proposal

Track Proposal Analytics

Your quote is ready to be sent! Customize your message and electronically send your quote.

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