D-Tools

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

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

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

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

Snippets

Kimberly Craven

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

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

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

Customize Proposals

How to customize the display of Project Value in the project description of the proposal

Changing how the project Summary is displayed

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

Project Description

Description and Summary

How to add the details of the team working on the project and/or 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 show the discounts applied to the products and packages in the proposal

Showing discounts

How to show the list of accessories you will install for products in the Proposal

Showing accessories

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

Setting the display order of products

How to change the display of Optional items, Alternate items, and Client-Supplied items are displayed in the proposal

Change how Optional, Alternate, and Client-Supplied items are displayed

How to group products by Location, System, Phase, or Category in the proposal

Grouping products by Locations or Phases

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

Making product resources available

How to hide the items in the package in the proposal

Hiding items in the package

Items

How to add the Plan View or Site Images with products in the proposal

Adding the plan view or image quote

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

Adding a company media gallery

How to add Modus 360 images to your proposal

Adding Modus 360 images

Show off your best work and add interactivity to your Proposals

How to add a 360 Degree Image to your Proposal Template

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

How can customers access the hotspots in a proposal?

Visual Quotes, 360 Images, and Hotspots

How to customize the display of Service Plans and Monitoring Agreements in the proposal

Changing how service plans are displayed

How to show the icon and the attachments of the Service Plan in the proposal

Showing plan cover image and attachments

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 the proposal over email

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

Sharing the 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 the signed proposal from within Cloud

Downloading the signed proposal

How to change the footer of the proposal PDF

Customizing the footer of the proposal PDF

Download Proposals

Compose Minimalistic and Succinct Proposals

Quick Quote proposal layout

Compose detailed Proposals with distinct sections, images and videos

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 the proposal template

Proposal Templates

How to use a consistent Subject, Message, and Signature in Proposals and Change Order emails

Templates for proposals and change orders emails

Email Templates

Find answers and get help from Intercom Support and Community Experts

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