Opportunities, Quotes, and Proposals

How to get started with opportunities, quote, and proposals as you pursue the projects you haven't won - yet

Tim Bigoness avatar Andriy avatar Kimberly Hirsch avatar +1
48 articles in this collection
Written by Tim Bigoness, Andriy, Kimberly Hirsch and 1 other
Quotes

Item Discounts

Add your discount definitions, apply them to Items when quoting, and let customers see them in proposals
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Written by Ashok P
Updated over a week ago

Add accessories to a product within the Quote

Kimberly Hirsch avatar
Written by Kimberly Hirsch
Updated over a week ago

Getting started with Quotes

How to create a quote in your opportunity to generate a proposal
Kimberly Hirsch avatar
Written by Kimberly Hirsch
Updated over a week ago

Getting the most out of Quotes

Everything you need to know to make you a quoting expert in D-Tools Cloud
Kimberly Hirsch avatar
Written by Kimberly Hirsch
Updated over a week ago

Configuring Labor for a Product

Utilizing labor when quoting and on a project from using labor on an individual product to entering in a labor line item.
Kimberly Hirsch avatar
Written by Kimberly Hirsch
Updated over a week ago

Managing Labor for a Project

Understand the different ways to add Labor to a Quote and how to review and finalize Labor
Kimberly Hirsch avatar
Written by Kimberly Hirsch
Updated over a week ago

How to estimate material costs by area

How to use allowances to estimate material costs by square foot
Kimberly Hirsch avatar
Written by Kimberly Hirsch
Updated over a week ago

How to change a quote status

You can update the quote status to Accepted, or you can change it back to In Progress
Kimberly Hirsch avatar
Written by Kimberly Hirsch
Updated over a week ago

Setting up and using Taxes

How to add taxes to your Quotes
Kimberly Hirsch avatar
Written by Kimberly Hirsch
Updated over a week ago

Default Locations

How to manage a reusable list of locations to be applied to all new Quotes
Kimberly Hirsch avatar
Written by Kimberly Hirsch
Updated over a week ago

How to estimate miscellaneous material costs

How to use allowances to automatically estimate misc material costs
Kimberly Hirsch avatar
Written by Kimberly Hirsch
Updated over a week ago
Proposals

Set Expiration Date and Reminders

Control how your Customers can view and accept Proposals
Kimberly Hirsch avatar
Written by Kimberly Hirsch
Updated over a week ago

Share Proposal over Email

Share Proposals directly from D-Tools Cloud via Email
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Written by Ashok P
Updated over a week ago

Proposal Analytics

Analytics for Proposals shared over Email or via URL-Sharing
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Written by Ashok P
Updated over a week ago

Templates for Proposals and Change Orders Emails

Use a consistent Subject, Message, and Signature in Proposals and Change Order emails
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Written by Ashok P
Updated over a week ago

Project Description

Add Project Descriptions to cater to different types of Projects and Customers
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Written by Ashok P
Updated over a week ago

Quick Quote Proposal Layout

Compose Minimalistic and Succinct Proposals
Kimberly Hirsch avatar
Written by Kimberly Hirsch
Updated over a week ago

Professional Licenses

Give clients more confidence in your business by disclosing your licensing information!
Kimberly Hirsch avatar
Written by Kimberly Hirsch
Updated over a week ago

Default Proposal Templates

Have a favorite proposal template? Make it your default!
Kimberly Hirsch avatar
Written by Kimberly Hirsch
Updated over a week ago

Changing Proposal Templates

Want to use a different proposal template? Change it out!
Kimberly Hirsch avatar
Written by Kimberly Hirsch
Updated over a week ago

Creating a New Proposal Template

How to create a new proposal template from scratch or from an existing proposal.
Kimberly Hirsch avatar
Written by Kimberly Hirsch
Updated over a week ago

Updating & Saving the default, Share Proposal Email Template

Update email template, update default message, saving default message, subject line
Andriy avatar
Written by Andriy
Updated over a week ago

Getting Started with Proposals

Everything you need to get you started with presenting a proposal
Kimberly Hirsch avatar
Written by Kimberly Hirsch
Updated over a week ago

Proposals, setting display order

How to choose the sequence items display in your proposals
Kimberly Hirsch avatar
Written by Kimberly Hirsch
Updated over a week ago

Get the most out of Proposals

Learn about all the functionality that is possible in a D-Tools proposal, so you can build your perfect proposal to wow your customers.
Kimberly Hirsch avatar
Written by Kimberly Hirsch
Updated over a week ago

Editing a Proposal

How to edit a proposal as well as some best practices to make you as efficient as possible with your proposals
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Written by Kimberly Hirsch
Updated over a week ago

Getting Started with Proposal Templates

Use proposal templates to include the best information for a customer
Kimberly Hirsch avatar
Written by Kimberly Hirsch
Updated over a week ago

Share Proposal by URL

Instead of sharing Proposals via Email from D-Tools Cloud, create a URL and share it via Chat, Text, etc.
Kimberly Hirsch avatar
Written by Kimberly Hirsch
Updated over a week ago

How to add a 360 Degree Image to your Proposal Template

Show off your best work and add interactivity to your Proposals
Tim Bigoness avatar
Written by Tim Bigoness
Updated over a week ago