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
42 articles in this collection
Written by Tim Bigoness, Andriy, and Kimberly Hirsch
Quotes

Add accessories to a product within the Quote

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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
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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
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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.
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Written by Kimberly Hirsch
Updated over a week ago

Add a labor line item to a quote

Instead of creating a product for labor, use services to create labor line items, benefitting you in reporting and managing your business.
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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
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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
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Written by Kimberly Hirsch
Updated over a week ago

Setting up and using Taxes

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

Setting a Proposal Expiration Date

Select a Valid Until date to control when your clients can view and accept a proposal.
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Written by Kimberly Hirsch
Updated over a week ago

Professional Licenses

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

Default Proposal Templates

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

Changing Proposal Templates

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

Share Proposal by URL

Instead of sharing a proposal directly through D-Tools Cloud, create URL and share outside of the application through email, 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