D-Tools

What are the permissions required to manage the Cloud catalog

Catalog Management permissions

Everything you need to know about creating, using, and adding packages to the quote

Package

Everything you need to know about labor packages

Labor package

How to use allowances to quote future items that are not specified yet, or items you don't need to specify but need to charge the customer.

Allowance

How to use the Alternate Set functionality to let the customer choose their preferred item from similar items in the proposal

Alternate Set

How to add predefined price adjustments that you can apply to the product value, labor value, or total value in the quote

Price adjustment

How to use discounts to reduce the prices of products, packages, alternate sets, and allowances

Discount

June Release Notes for Cloud

Ashok P

Kimberly Craven

Chris Kirchoff

Learn about the general concepts related to the Catalog functionality on D-Tools Cloud

General Concepts

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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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