D-Tools

How to customize or completely remove the cover page of the proposal

Editing the cover page

How to change the font type and font color, and the colors of the dividers, outlines, and hyperlinks in the proposal

Changing fonts and colors

FAQ: Why are some sections not seen in the presented or shared proposal?

Ashok P

Tim Bigoness

Learn to customize proposals on D-Tools Cloud

Customize Proposals

How to add a project description and a scope of work in the proposal

Adding the project description and scope of work

How to customize the display of project value in the project description of the proposal

Changing how the project summary is displayed

How to add the terms and conditions of the project and configure how they are shown in the proposal

Adding the terms and conditions

Project Description, Scope of Work, and Summary

How to add the details of the team working on the project and service requests in the proposal

Adding team details

How to showcase your project portfolio, testimonials, and awards in the proposal

Adding portfolio, testimonials, and awards

How to show your professional licenses in the proposal

Showing professional licenses

Company Details

How to sort products in the proposal alphabetically, by their prices or other custom criterion

Setting the display order of products

How to customize the display of product-associated labor and labor line items in the proposal

Customizing how labor is displayed

How to show the costs of the items in the proposal

Showing item costs

How to hide the unit price and total price of the products and packages in the proposal

Hiding item prices

How to hide the items in the package in the proposal

Hiding items in the package

How to group products by location, system, phase, or category in the proposal

Grouping products by locations or phases

How to change the display of optional items, alternate items, and client-supplied items in the proposal

Changing how optional, alternate, and client-supplied items are displayed

How to change the display of accessories in the proposal

Changing how accessories are displayed

How to show the discounts applied to the products and packages in the proposal

Showing discounts

How to provide links or PDFs of product data sheets, user manuals, or other documentation in the proposal

Making product resources available

Items

Adding a drawing

How to add hotspots on your portfolio and gallery images in the proposal to better explain your projects and designs

Adding hotspots to annotate images

Customer view of the hotspots in proposals

Accessing the hotspots in a proposal

How to add Modus 360 images to your proposal

Adding Modus 360 images

Show off your best work and add interactivity to your proposals

Adding a 360-degree image to the proposal template

How to create a gallery of company images, videos, and other files in the proposal

Adding a company media gallery

Drawings, 360 Images, and Hotspots

How to customize the display of service agreements and monitoring agreements in the proposal

Changing how service plans are displayed

Service Plan

How to customize the display of subscriptions in the proposal

Changing how subscriptions are displayed

Subscriptions

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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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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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