D-Tools

Quote States and how they work on D-Tools Cloud

Quote State

Enable Client Mode to hide sensitive pricing information before sharing a quote for review and approval

Quote Versioning and how it works on D-Tools Cloud

Quote Locking and how it works on D-Tools Cloud

How to add default site Locations and Sublocations under Settings and group products by their location within a quote

How to configure the Item Validation settings so your quotes don't have items with insufficient details.

How to copy a quote from one opportunity to another

Everything you need to know about managing quotes on Cloud

Find answers and get help from Intercom Support and Community Experts

Track the progress of all tickets related to your company.

{assigneeName} needs more information from you