Opportunities, Quotes, and Proposals

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

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

Quote Revisions

Duplicate, Quote "Revision"

Written by Andriy
Updated over a week ago

Find & Replace Items

Replace items in your quote or change order by selecting an item and quickly selecting a replacement

Written by Kimberly Hirsch
Updated over a week ago

Copying Quotes between Opportunities

Copy To, Templates

Written by Andriy
Updated over a week ago

Turn off labor associated with products

Turn off itemized labor on products, so you can manage labor separately with labor line items

Written by Kimberly Hirsch
Updated over a week ago

Update your Quote and Purchase Order items from Catalog

Update your cost, price, descriptions and more from the catalog to your quote or PO

Written by Kimberly Hirsch
Updated over a week ago

Opportunities

Getting Started with Opportunities

Learn how to create an opportunity

Written by Kimberly Hirsch
Updated over a week ago

Customize Opportunity Stages to match your workflow

Keep track of where opportunities are in the sales process according to your workflow

Written by Kimberly Hirsch
Updated over a week ago

Share your Opportunity with members of your team

Sharing your Opportunity with others gives them access and allows them to contribute

Written by Kimberly Hirsch
Updated over a week ago

Making sense of lost opportunities

How to learn from the ones that got away

Written by Kimberly Hirsch
Updated over a week ago

Quotes

Item Discounts

Add your discount definitions, apply them to Items when quoting, and let customers see them in proposals

Written by Ashok P
Updated over a week ago

Add accessories to a product within the Quote

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

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

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.

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

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

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

Written by Kimberly Hirsch
Updated over a week ago

Setting up and using Taxes

How to add taxes to your Quotes

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

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

Written by Kimberly Hirsch
Updated over a week ago

Visual Quoting

How to add a visual quote to a proposal?

Add your floor plan from visual quoting onto your clients proposal for them to visual see their home layout

Written by Kimberly Hirsch
Updated over a week ago

Coverage Shapes

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

Written by Kimberly Hirsch
Updated over a week ago

Visual Quoting for takeoffs

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

Written by Kimberly Hirsch
Updated over a week ago

Image-Based Quoting

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

Written by Kimberly Hirsch
Updated over a week ago

Use Product Icons on Visual Quotes

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

Written by Kimberly Hirsch
Updated this week

Client Selectable Options

Using Item Alternates to provide client selectable Options on your proposal

Create alternates for your items in the proposal to upsell your client and engage them to become more invested in you

Written by Kimberly Hirsch
Updated over a week ago

Adding item alternates on an item in your quote

Add client selectable options to your quote items so you can provide alternate options to your client on the proposal

Written by Kimberly Hirsch
Updated over a week ago

Manage alternate options on items

Written by Kimberly Hirsch
Updated over a week ago

FAQ: Upgrade client-supplied items with item alternates

Upgrade your customer from their current TV, Rack, or Speakers to a new item

Written by Kimberly Hirsch
Updated over a week ago

Mark Items as Optional

Mark Items and even an entire Location or System as optional and let customers decide if they want them in the scope of the Project

Written by Kimberly Hirsch
Updated over a week ago

Proposals

Set Expiration Date and Reminders

Control how your Customers can view and accept Proposals

Written by Kimberly Hirsch
Updated over a week ago

Share Proposal over Email

Share Proposals directly from D-Tools Cloud via Email

Written by Ashok P
Updated over a week ago

Proposal Analytics

Analytics for Proposals shared over Email or via URL-Sharing

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

Written by Ashok P
Updated over a week ago

Project Description

Add Project Descriptions to cater to different types of Projects and Customers

Written by Ashok P
Updated over a week ago

Quick Quote Proposal Layout

Compose Minimalistic and Succinct Proposals

Written by Kimberly Hirsch
Updated over a week ago

Professional Licenses

Give clients more confidence in your business by disclosing your licensing information!

Written by Kimberly Hirsch
Updated over a week ago

Default Proposal Templates

Have a favorite proposal template? Make it your default!

Written by Kimberly Hirsch
Updated over a week ago

Changing Proposal Templates

Want to use a different proposal template? Change it out!

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.

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

Written by Andriy
Updated over a week ago

Getting Started with Proposals

Everything you need to get you started with presenting a proposal

Written by Kimberly Hirsch
Updated over a week ago

Proposals, setting display order

How to choose the sequence items display in your proposals

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.

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

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

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.

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

Written by Tim Bigoness
Updated over a week ago