D-Tools Cloud

Everything you need to get you started with presenting a proposal

Getting Started with Proposals

Learn about all the functionality that is possible in a D-Tools proposal, so you can build your perfect proposal to wow your customers.

Get the most out of Proposals

Creating a Proposal from the Quote

Understanding the various options to edit a Proposal

Editing the Proposal

Understanding the different sections in the Proposal

Sections in the Proposal

Analytics for Proposals shared over Email or via URL-Sharing

Proposal Analytics

Kimberly Hirsch

Ashok P

Tim Bigoness

Everything you need to know about creating and sharing proposals with customers

Proposals

How to customize or completely remove the Cover Page of the proposal

Edit Cover Page

How to change the font type and font color, and the colors of the dividers, outlines, and hyperlinks in the Proposal

Change Fonts and Colors

Why are some sections not seen in the presented or shared Proposal?

Customize Proposals

Group products by Location, System, Phase, or Category on the Proposal

Group Products by Locations or Phases

Sort Products in the Proposal by alphabetical order, by their prices, or custom criterion

Set the Display Order of Products

Show the list of Accessories you will install for Products in the Proposal

Show Accessories

Provide links or PDFs of product data sheets, user manuals, or other documentation in the Proposal

Make Product Resources Available

Items

How to create a Gallery of company images, videos, and other attachments in the Proposal

Add a Company Media Gallery

Show off your best work and add interactivity to your Proposals

How to add a 360 Degree Image to your Proposal Template

Visual Quotes, Videos, and other Attachments

Customize how Service Plans are displayed in the Service Plan section of the proposal

Change how Service Plans are displayed

Service Plan

How to show the Project value as Total price, an Itemized breakdown of prices for Product and Labor, or by Location, System, or Labor Type

Change how the Project Summary is displayed

Add Project Descriptions to cater to different types of Projects and Customers

Project Description

Description and Summary

Introduce the team who will be working on the Project and fulfilling Service requests in the Proposal

Add Team Details

Showcase your Project Portfolio, Testimonials, and Awards to prove your viability as a successful Integrator

Add Portfolio, Testimonials, and Awards

Give clients more confidence in your business by showing your Professional Licenses in the Proposal

Show Professional Licenses

Company Details

Share Proposals directly from D-Tools Cloud via Email

Share Proposal over Email

Instead of sharing Proposals via Email from D-Tools Cloud, create a URL and share it via Chat, Text, etc.

Share Proposal by URL

Control how your Customers can view and accept Proposals

Set Expiration Date and Reminders

Share Proposals

How to download the signed proposal from within Cloud

Download the Signed Proposal

How to change the footer of a proposal PDF

Customize the footer of a Proposal PDF

Download Proposals

Compose Minimalistic and Succinct Proposals

Quick Quote Proposal Layout

Proposal Layouts

Use proposal templates to include the best information for a customer

Getting Started with Proposal Templates

Have a favorite proposal template? Make it your default!

Default Proposal Templates

How to create a new proposal template from scratch or from an existing proposal.

Creating a New Proposal Template

Want to use a different proposal template? Change it out!

Changing Proposal Templates

Update email template, update default message, saving default message, subject line

Updating & Saving the default, Share Proposal Email Template

Andriy

Proposal Templates

Use a consistent Subject, Message, and Signature in Proposals and Change Order emails

Customize Proposals

Share Proposals

Download Proposals

Proposal Layouts

Proposal Templates

Proposal Email Templates