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.
The #1 Proposal Software Solution — Now Available in the Cloud
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.
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Visual Quoting
Create fast, accurate quotes and proposals from any device and share online for client review, sales team notifications, and e-sign approvals.
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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.
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Quote and Proposal Generation
D-Tools' cloud-based proposal software enables you to quickly create accurate and interactive quotes and proposals from any device.
Payment Processing
Collect client deposits at the time of acceptance via integrated credit card and ACH processing.
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.
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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.
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In-app Support
Get the answers you need quickly through in-app guidance with visual cues and technical help.
We have been extremely pleased with D-Tools Cloud. Previously, we were using Excel spreadsheets to generate quotes. While we had the process down to a science and it was quite fast, it did not look professional enough for us. With D-Tools Cloud, we have an industry-leading proposal tool that makes beautiful presentations. Additionally, it integrates seamlessly with QuickBooks Online for streamlined billing and allows us to better track client engagement and viewing.
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