D-Tools

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

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

Drawings toolbar

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

Adding a visual quote to the proposal

How to download the plan view or image used for quoting as a PNG file

Downloading the plan view or image quote from Cloud

Deleting visual quotes

Kimberly Craven

Ashok P

Visual Quoting

Adding items to a floor plan

How to add items to the locations drawn on the canvas

Adding items to locations

How to show product icons instead of product images on the plan view

Showing product icons

How to show product output coverage for products in the quote and in the proposal

Enabling product output coverage

Plan View-Based Quoting

Floor plan

Locations

How to add plain text and rich text on the canvas

Text

How to add different types of shapes on the canvas

Shapes

How to draw freehand lines and shapes on the canvas

Freehand drawing

Zoom and Pan

Comments

Eraser

How to use the Wirepath functionality and add wire paths on the canvas

Wire paths

How to delete multiple objects from the canvas in one attempt

Deleting multiple objects

Canvas settings

How to dock and lock the toolbar seen in the Visual Quoting experience on Cloud

Docking and locking the toolbar

Working on the Canvas

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

Getting started with Wirepath

Learn the core concepts around which Wirepath is built

Wirepath concepts

How to set the scale as the reference for calculating cable lengths from wire paths

Setting the scale for Wirepath

Adding wire paths

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

Common scenarios for using Wirepath

An example depicting how to use Wirepath to estimate the cabling required to set up a Home Theater

Using Wirepath to estimate speaker cabling for a Home Theater setup

Use Wirepath for Cable Length Calculations in Plan Views

How to use work site images to build a quote

Image Quoting

Whiteboard

Find answers and get help from Intercom Support and Community Experts

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