D-Tools

Generate a quote with a plan view, add items on top of the floor plan, add wire paths for cabling requirements, and generate the BoM

Getting Started with Visual Quoting

A visual way of building a quote, starting with generic items, placing them on a floor plan, and later replacing with real model numbers

Visual Quoting for Takeoffs

Using keyboard shortcuts for Plan View-Based quoting, Image-Based quoting, and Whiteboards

Keyboard shortcuts

Add your floor plan from visual quoting onto your client's proposal for them to visually see their home layout

Adding a Visual Quote to a Proposal

Kimberly Craven

Ashok P

Visual Quoting

Change from product images to product icons for floor plan drawings on products, packages, and allowances

Use Product Icons on Visual Quotes

Add shapes to your items to represent the coverage on your visual floor plans

Coverage Shapes

Plan View-Based Quoting

Adding and handling floor plan on the canvas

Floor plan

Adding and handling Locations on the canvas

Locations

Adding and handling Plain text and Rich text on the canvas

Text

Adding and handling different types of Shapes on the canvas

Shapes

Adding freehand Lines and Shapes on the canvas

Freehand drawing

Zooming and panning options on the canvas

Zoom and Pan

Adding and handling comments on the canvas

Comments

Eraser

How to delete multiple objects from the canvas in one attempt

Deleting multiple objects

Canvas settings

Working on the Canvas

Use Wirepath, a Cable Length Calculator, to better estimate the cabling required in your Projects.

Getting Started with Wirepath

Learn the core concepts around which Wirepath is built

Wirepath Concepts

Setting a Scale as a reference for calculating cable lengths from wire paths

Set Scale for Wirepath

Add Wire Paths

Check out some common cabling scenarios where Wirepath can help you estimate cables and cable accessories

Common Scenarios for using Wirepath

Use Wirepath, a Cable Length calculator, to estimate the cabling required to set up a Home Theater

Use Wirepath to Estimate Speaker Cabling for a Home Theater Setup

Use Wirepath for Cable Length Calculations in Plan Views

Take pictures of the site, add products, and view in your bill of materials

Image-Based Quoting

Getting up to speed with your first Whiteboard

Getting Started with Whiteboards

Use Whiteboards to Review Quotes

Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets related to your company.

Tickets portal.

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