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

Learn how to share and present proposals on D-Tools Cloud

Present and Share Proposals

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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