In this video, learn how to utilize our Visual Quoting feature in D-Tools Cloud while building out your quote. Discover how to upload a floorplan or create one from scratch within the platform. Learn how to add products, whether they're items you've already added to the quote by list quoting or new additions. These products are automatically consolidated into the same bill of materials, streamlining your workflow. Visual quoting is an invaluable asset for visual thinkers and for clients who require a clear, visual representation of the project before finalizing their decision.
If you prefer written instructions, read this article on Getting Started with Visual Quoting.
If you want to follow along step by step, check out our Quoting tour.
Now that you’ve learned about how to create to utilize Visual Quoting, check out our video on how to provide alternates or client selectable options.