In this short video, we'll guide you step-by-step on how to set up your first opportunity in D-Tools Cloud. Following that, we'll walk you through the crucial stages of crafting your first quote within the platform. This video is designed to equip you with all the knowledge needed to navigate D-Tools Cloud efficiently, ensuring you can create opportunities and generate quotes with ease and confidence.
If you prefer written instructions, read these articles on Getting Started with Opportunities and Getting the most out of Quotes.
If you want to follow along step by step, check out our Create an Opportunity tour and Quoting tour.
Now that you’ve learned about how to create your first oppportunity and start quoting, you should check out Visual Quoting. Click here to watch our video on Visual Quoting.