D-Tools

Everything you need to know to start using the Quoting functionality on D-Tools Cloud

Getting started with quotes

How to use allowances to estimate material costs by square foot

How to estimate material costs by area

How to use allowances to automatically estimate misc material costs

How to estimate miscellaneous material costs

How to use D-Tools AI to add the scope of work to the quote

Using D-Tools AI to add the scope of work

What are the permissions to create quotes and update the details of items added to the quotes

Quote Management permissions

Kimberly Craven

Ashok P

Amy Blanton

Everything you need to know to build simple, drawing-based, and image-based quotes on D-Tools Cloud

Quotes

Quote States and how they work on D-Tools Cloud

Quote State

Client Mode and how it works on D-Tools Cloud

Client Mode

Quote Versioning and how it works on D-Tools Cloud

Quote Versioning

Quote Locking and how it works on D-Tools Cloud

Quote Locking

How to add default site locations and sublocations under Settings, and work with locations in the quote

Locations and Sublocations

Product Grouping

How to exempt items, service plans, and subscriptions in a quote from taxes

Exempting a quote from taxes

How to configure the Item Validation settings so your quotes don't have items with insufficient details.

Item Validation settings

Adding a quote to an opportunity

How to copy a quote from one opportunity to another

Copying a quote from another opportunity

How to copy locations and systems from a quote to another in the opportunity or another opportunity

Copying locations and systems between opportunities

Everything you need to know about managing quotes on Cloud

Quote Management options on Cloud

Learn about the basics of the Quoting functionality on D-Tools Cloud

Quoting Basics

How to preload products, labor, and payment terms in the quotes of an opportunity

Preloading products and labor in quotes

How to configure the display of items and their details in the quote

Configuring the display of items and their details

How to sort items in a preferred order in the quote

Sorting items

How to apply predefined or new adjustments to the product value, labor value, or total value in the quote

Applying adjustments

How to apply a discount to an item within the quote

Applying a discount to an item

Learn how to add items to quotes and update them on D-Tools Cloud

Add and Manage Items

Adding items to a quote

Creating a new item within a quote

How to edit or update the details of a product, package, alternate set, and labor type from their side panel

Editing or updating the details of an item

How to edit or update the details of multiple products, packages, alternate sets, and labor types from their side panel

Editing or updating the details of multiple items

How to copy one or more items from one location to the other locations in the quote

Copying items to other locations

How to move one or more items between locations and systems within a quote

Moving items between locations and systems

How to replace an item with another item in one or more locations in a quote

Replacing items in a quote

Deleting items from the quote

All types of Items

How to fix the item validation errors seen in the quote

Fixing item validation errors

How to add or replace accessories for a product from its side panel

Managing accessories for a product

How to turn off the itemized and manual labor associated with products

Turning off labor associated with products

How to update product details, such as the cost, price, and MSRP, from the catalog before finalizing the quote

Syncing product updates from the catalog

Products

How to configure labor for an individual product

Configuring labor for a product

How to configure labor for the entire project

Configuring labor for a project

Labor

Create alternates for your items in the proposal to upsell to your customer and engage them to become more invested in you

Using Item Alternates to provide client-selectable Options on your proposal

How to add alternate items for an item within the quote

Adding alternates for an item

How to add a predefined alternate set to the quote

Adding an alternate set to the quote

How to mark an item and even an entire location or system as optional and let customers decide if they want them included in the project

Marking an item or location as optional

How to mark an item as Client-Supplied in the quote

Marking an item as client-supplied

How to provide alternates for a product currently at the customer site and let them decide on whether they want to upgrade it

Providing alternates for customer owned products

Alternate, Client-Selectable, and Client-Supplied Items

Adding subscriptions to the quote

Customer view for viewing the subscriptions

FAQ: How do customers view the subscriptions in the proposal?

Subscriptions

How to use the Avalara tax integration for auto-generating tax rates

Avalara tax integration

How to set up taxes and apply taxes to the items in the quotes

Setting up and using taxes

How to add payment terms to define how payments need to be collected for projects

Adding payment terms

How to set up the payment schedule in the quote

Setting up the payment schedule

Learn how add payment terms to quotes and manage them on D-Tools Cloud

Manage Payment Terms and Taxes

Everything you need to know to start using the Drawings functionality on D-Tools Cloud

Getting started with Drawings

A visual way of building a quote, starting with generic items, placing them on a floor plan, and later replacing with real model numbers

Visual Quoting for takeoffs

Using keyboard shortcuts for plan view-based quoting, image-based quoting, and whiteboards

Keyboard shortcuts

Drawings toolbar

How to add the plan view or site images with products in the proposal

Adding a visual quote to the proposal

How to download the plan view or image used for quoting as a PNG file

Downloading the plan view or image quote from Cloud

Deleting visual quotes

Learn how to use the Drawings functionality on D-Tools Cloud

Drawings

Adding items to a floor plan

How to add items to the locations drawn on the canvas

Adding items to locations

How to show product icons instead of product images on the plan view

Showing product icons

How to show product output coverage for products in the quote and in the proposal

Enabling product output coverage

Plan View-Based Quoting

Floor plan

Locations

How to add plain text and rich text on the canvas

Text

How to add different types of shapes on the canvas

Shapes

How to draw freehand lines and shapes on the canvas

Freehand drawing

Zoom and Pan

Comments

Eraser

How to use the Wirepath functionality and add wire paths on the canvas

Wire paths

How to delete multiple objects from the canvas in one attempt

Deleting multiple objects

Canvas settings

How to dock and lock the toolbar seen in the Visual Quoting experience on Cloud

Docking and locking the toolbar

Working on the Canvas

Everything you need to know to start using the Wirepath functionality on D-Tools Cloud

Getting started with Wirepath

Learn the core concepts around which Wirepath is built

Wirepath concepts

How to set the scale as the reference for calculating cable lengths from wire paths

Setting the scale for Wirepath

Adding wire paths

Check out some common cabling scenarios where Wirepath can help you estimate cable length and cable accessories

Common scenarios for using Wirepath

An example depicting how to use Wirepath to estimate the cabling required to set up a Home Theater

Using Wirepath to estimate speaker cabling for a Home Theater setup

Use Wirepath for Cable Length Calculations in Plan Views

How to use work site images to build a quote

Image Quoting

Whiteboard

Everything you need to know to start using the Interconnects functionality

D-Tools Cloud Interconnects: QuickStart

Interconnect FAQs

Learn how to use the Interconnects functionality on D-Tools Cloud

Interconnects

Custom I/O library

Signal type

Terminal

Connection type

How to define the connection ID format to uniquely identify connections in the connection diagram

Connection ID format

Learn how to configure the settings for using the Interconnects functionality on D-Tools Cloud

Drawings Settings

Connecting devices

How to add the list of input and output ports for a product in the catalog

Adding the I/O list for products

How to specify the details of a connection

Specifying the details of a connection

How to search for specific devices in a connection diagram

Searching for devices

How to add devices in the Connection view

Adding devices in the Connection view

How to view the list of connections of a device

Viewing the connections of a device

How to change the settings of a connection diagram

Connection diagram settings

How to view a connection diagram in different views

Viewing a connection diagram in different views

How to view the summary of all connections in a connection diagram

Viewing connections summary

Learn how to create and manage diagrams in the Connection view 

Connection View

How to view the connection diagram in the Schematic view

Viewing the connection diagram in the Schematic view

Learn how to view connection diagrams in the Schematic view 

Schematic View

Find answers and get help from Intercom Support and Community Experts

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