D-Tools

How Quote Assist builds a quote from your project files

Quote Assist: Overview

How to teach D-Tools Intelligence the way your company builds quotes

Quote Assist: Quoting Best Practices

How Quote Assist behaves, and what to do when it does not do what you expected

Quote Assist: FAQs

How to pick the files, drawings, and notes Quote Assist reads

Quote Assist: Choosing your sources

How to follow a Quote Assist run and what to do if it stops

Quote Assist: While your quote builds

How to resolve the items Quote Assist flagged for your review

Quote Assist: Reviewing the items it added

Dave Kirn

How to build a quote from your project files with Quote Assist, and how to review what it adds

Quote Assist

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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