Quotes | D-Tools Help Center

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Quotes

Quotes

Everything you need to know about building simple, drawing-based, and image-based quotes

Getting Started with Quotes

Getting the most out of Quotes

Applying adjustments

Quote Versioning

Locations and Sublocations

Product Grouping

Item Validation settings

Adding a quote to an opportunity

Copying quote from another opportunity

Quote Management options on Cloud

Add and Manage Items

Preload products and labor in quotes

Showing or hiding item cost and price columns

Applying discounts to items

How to estimate material costs by area

How to estimate miscellaneous material costs

All types of Items_{4 articles}

Products_{4 articles}

Labor_{2 articles}

Getting Started with Visual Quoting

Visual Quoting for Takeoffs

Keyboard shortcuts

Adding a visual quote to the proposal

Plan View-Based Quoting_{2 articles}

Working on the Canvas_{10 articles}

Use Wirepath for Cable Length Calculations in Plan Views_{6 articles}

Image-Based Quoting_{1 article}

Use Whiteboards to Review Quotes_{1 article}

Manage Payment Terms and Taxes

Adding payment terms

Setting up the payment schedule

Setting up and using Taxes

Avalara tax Integration

Optional, Client-Selectable, and Client-Supplied Items

FAQ: Upgrade client-supplied items with item alternates

Using Item Alternates to provide client selectable Options on your proposal

Adding Alternates for an item within the Quote

Adding an Alternate Item Set to the Quote

Marking an Item or Location as Optional

Marking the Item as Client Supplied