D-Tools

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

Getting started with quotes

Everything you need to know to make you a quoting expert in D-Tools Cloud

Getting the most out of Quotes

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

Applying adjustments

Kimberly Craven

Ashok P

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

Quotes

Quote States and how they work on D-Tools Cloud

Quote State

Enable Client Mode to hide sensitive pricing information before sharing a quote for review and approval

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 group products by their location within a quote

Locations and Sublocations

Product Grouping

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 quote from another opportunity

Everything you need to know about managing quotes on Cloud

Quote Management options on Cloud

Quoting Basics

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

Preload products and labor in quotes

How to show or hide Item cost and Item price columns in the quote

Showing or hiding item cost and price columns

How to sort items in a preferred order in the quote

Sorting items

How to apply discounts to items within the quote

Applying discounts to items

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

Add and Manage Items

Adding items to the quote

Creating new items within the quote

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

Replacing items

How to edit or update the details of Products, Packages, Alternate Sets, and Labor Types from their side panel

Editing or updating item details

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

Copying items to other locations

Deleting items

All types of Items

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

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

Managing accessories for a product

How to fix the item validation errors seen in the quote

Fixing item validation errors

Products

Understand the different ways to add Labor to a Quote and how to review and finalize Labor

Managing Labor for a Project

Utilizing labor when quoting and on a project from using labor on an individual product to entering in a labor line item.

Configuring Labor for a Product

Labor

Create alternates for your items in the proposal to upsell your client 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

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 the 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

Optional, Client-Selectable, and Client-Supplied Items

Adding subscriptions to the quote

Subscriptions

Generate a quote with a plan view, add items on top of the floor plan, add wire paths for cabling requirements, and generate the BoM

Getting Started with Visual Quoting

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

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

Adding a visual quote to the proposal

Visual Quoting

Change from product images to product icons for floor plan drawings on products, packages, and allowances

Use Product Icons on Visual Quotes

Add shapes to your items to represent the coverage on your visual floor plans

Coverage Shapes

Plan View-Based Quoting

Floor plan

Locations

How to add Plain text and Rich text on the canvas

Text

How to adding 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 delete multiple objects from the canvas in one attempt

Deleting multiple objects

Canvas settings

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

Take pictures of the site, add products, and view in your bill of materials

Image-Based Quoting

Getting up to speed with your first Whiteboard

Getting Started with Whiteboards

Use Whiteboards to Review Quotes

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 payment needs to be collected for projects

Adding payment terms

How to set up the Payment Schedule in the quote for the expected project based on the Payment Terms used in the quote

Setting up the payment schedule

Manage Payment Terms and Taxes

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