D-Tools

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

Getting started with proposals

Creating a proposal from the quote

Editing a proposal

Understanding the different sections in a proposal

Sections in a proposal

Analytics for proposals shared over email or via URL-Sharing

Proposal Analytics

Create blocks of Rich Text upfront and use them for emails, descriptions, and tasks

Snippets

Ashok P

Tim Bigoness

Kimberly Craven

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

Editing the cover page

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

Changing fonts and colors

FAQ: Why are some sections not seen in the presented or shared proposal?

Customize Proposals

How to add a project description and a scope of work in the proposal

Adding the project description and scope of work

How to customize the display of project value in the project description of the proposal

Changing how the project summary is displayed

Project Description, Scope of Work, and Summary

How to add the details of the team working on the project and service requests in the proposal

Adding team details

How to showcase your project portfolio, testimonials, and awards in the proposal

Adding portfolio, testimonials, and awards

How to show your professional licenses in the proposal

Showing professional licenses

Company Details

How to sort products in the proposal alphabetically, by their prices or other custom criterion

Setting the display order of products

How to customize the display of product-associated labor and labor line items in the proposal

Customizing how labor is displayed

How to show the costs of the items in the proposal

Showing item costs

How to hide the unit price and total price of the products and packages in the proposal

Hiding item prices

How to hide the items in the package in the proposal

Hiding items in the package

How to group products by location, system, phase, or category in the proposal

Grouping products by locations or phases

How to change the display of optional items, alternate items, and client-supplied items in the proposal

Changing how optional, alternate, and client-supplied items are displayed

How to change the display of accessories in the proposal

Changing how accessories are displayed

How to show the discounts applied to the products and packages in the proposal

Showing discounts

How to provide links or PDFs of product data sheets, user manuals, or other documentation in the proposal

Making product resources available

Items

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

Adding a plan view or image quote

How to add hotspots on your portfolio and gallery images in the proposal to better explain your projects and designs

Adding hotspots to annotate images

Customer view of the hotspots in proposals

Accessing the hotspots in a proposal

How to add Modus 360 images to your proposal

Adding Modus 360 images

Show off your best work and add interactivity to your proposals

Adding a 360-degree image to the proposal template

How to create a gallery of company images, videos, and other files in the proposal

Adding a company media gallery

Visual Quotes, 360 Images, and Hotspots

How to customize the display of service agreements and monitoring agreements in the proposal

Changing how service plans are displayed

Service Plan

How to customize the display of subscriptions in the proposal

Changing how subscriptions are displayed

Subscriptions

How to present the proposal in person or by sharing your computer screen electronically

Presenting the proposal

How to share proposals directly from D-Tools Cloud via email

Sharing a proposal over email

How to share the proposal URL via Chat, Text, or other communication modes outside Cloud

Sharing a proposal by URL

How to set end dates for proposal review and send reminders to customers

Setting the end date and reminders

Present and Share Proposals

How to download an unsigned or signed proposal and the associated files from Cloud

Downloading a proposal

How to change the footer of the proposal PDF

Customizing the footer of the proposal PDF

Download Proposals

How to compose minimalistic and succinct proposals using the Quick Quote proposal layout

Quick Quote proposal layout

How to compose detailed proposals with distinct sections, images and videos using the Multimedia proposal layout

Multimedia proposal layout

Proposal Layouts

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

Getting started with proposal templates

How to create a new proposal template from scratch

Creating a proposal template

How to save the design and settings of a proposal as a proposal template

Saving proposal settings as a template

How to change the proposal template for a proposal

Changing the proposal template

Editing a proposal template

Proposal Templates

How to use a consistent subject, message, and signature in proposals and change order emails

Templates for proposal and change order emails

Email Templates

Find answers and get help from Intercom Support and Community Experts

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