Bid, Track, and Manage from Any Device with D-Tools Cloud-based Proposal Software:
Currently serving the North American regions, this award-winning Software-as-a-Service (SaaS) application features sales pipeline and opportunity management, in-app collaboration, workflow management and guidance, browser-based drawings, critical business analytics, and interactive multimedia proposals accessible from any web-enabled Mac, PC or tablet.
- SALES MANAGEMENT AND VISUAL QUOTING ON THE FLY
- CRM and Opportunity Management: Manage sales opportunities, track your pipeline and proposals, and respond to customer demands.
- Visual Quoting: Create fast, accurate quotes and proposals from any device and share online for client review, sales team notifications, and e-sign approvals.
- Signatures and Client Communications: Share proposals and change orders online for clients to view, comment, and e-sign.
- Integrated Product Library - Supplier Pricing: Seamlessly add products including unique dealer pricing to proposals and drawings from D-Tools’ extensive product library.
- Quote and Proposal Generation: D-Tools' cloud-based proposal software enables you to quickly create accurate and interactive quotes and proposals from any device.
- IN-DRAWING COLLABORATION TO HELP CLIENTS SEE THE VISION
- Browser-based Drawings: D-Tools' cloud-based proposal software allows you to create data-driven plan views based on a quote’s bill of materials without the need for outside drawing applications such as Visio or AutoCAD.
- Draw First: Draw the system first and have the BOM auto-generate in the process.
- Drawing Synchronization: Never worry whether the bill of materials and drawings are in sync ... they always are with D-Tools Cloud.
- Whiteboards™ Mark-up Tool: Mark up drawings and photos with device placement details, dimensions, field notes and more on the fly.
- In-drawing Collaboration: Sketch out and share ideas, collaborate on designs, and help clients visualize their project.
- Bid-winning Designs: Use drawings as part of your quote to quickly walk clients through the project and win the job on the spot.
- STREAMLINE POST-SALES MANAGEMENT
- Purchasing: Easily generate purchase orders and send them to suppliers directly straight out of D-Tools Cloud.
- Amazon Business Integration: Connect your Amazon Business account to D-Tools Cloud, add Amazon devices to proposals, and send POs directly to Amazon Business for fulfillment.
- Change Orders: Create, track, and manage internal and client-facing change orders.
- Project Management Suite - NEW!
- To extend the value of D-Tools Cloud from the sales team to project managers and field technicians, D-Tools Cloud adds project planning, resource management, scheduling, task assignments, item tracking, time tracking and more.
- INTEGRATE WITH INDUSTRY-LEADING ACCOUNTING SOFTWARE AND GENERATE BUSINESS REPORTS
- Accounting Integration: Integration with leading accounting application QuickBooks Online eliminates double-data entry and enable accurate accounting, purchasing, and invoicing.
- Visual Reports and Analytics: Gain valuable insights and influence better business decisions – track sales pipeline, analyze business performance, and respond quickly to ever-changing conditions.
- AWARD-WINNING SUPPORT AND TRAINING EVERY STEP OF THE WAY
- Quick and Easy Setup: Get on board and working in minutes by simply answering a few basic questions about your business.
- In-app Support: Get the answers you need quickly through in-app guidance with visual cues and technical help.
