D-Tools

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

Ashok P

Present and Share Proposals

Find answers and get help from Intercom Support and Community Experts

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