D-Tools Cloud
Manage your business with ease from any device with an easy-to-deploy web-based solution that provides a simple, yet powerful end-to-end workflow. D-Tools Cloud -- a new, simple way to collaborate with clients and teams.
The #1 proposal and project management software —
now available in the cloud
Drive business from sales through field service management from any web-enabled device.
PRODUCT FEATURES
Bid, Track and Manage from Any Device with Cloud-Based Proposal and Project Management Software
Integrated Product Library with Leading Manufacturers and Supplier Pricing
Seamlessly add detailed product information including dealer-specific pricing to proposals and drawings from D-Tools’ extensive product library. Ensure product and pricing accuracy for every bid.
Streamline Sales Management and Proposals to Win more Bids
Manage sales opportunities, track pipeline, and quickly respond to customer demands. Quickly create accurate, interactive quotes and proposals from any device.
Enhance Client Engagement with Visual Quoting and Multimedia Proposals
D-Tools Cloud allows sales teams to collaborate with clients through browser-based floor plans and images and bring projects to life with stunning, interactive, multimedia proposals which can be presented in real-time from any mobile device.
Streamline Post-sales Management Between the Office and the Field
Create and manage purchase orders and change orders, while our Project Management Suite provides easy-to-use capabilities to help project managers plan and manage installations, while enabling field technicians to receive and report on project-related tasks.
Integrate with Industry-leading Accounting and Payment Software
D-Tools Cloud integrates with QuickBooks Online for accurate accounting, purchasing, and invoicing, while integrations with Stripe, ProPay and CardConnect make taking deposit payments a snap.
Intuitive Guidance and In-app Support
Get on board and working in minutes by simply answering a few basic questions about your business, while in-app support helps you get the answers you need quickly through in-app guidance with visual cues and technical help.
Awards
D-Tools Cloud recognized by industry peers!
PRODUCT FEATURES
Cloud-Based Proposal Software for Sales Management and Visual Quoting
Win more bids, close sales faster, and collaborate with clients from any device!
CRM – Sales Opportunity Management
Manage sales opportunities, track pipeline, and quickly respond to customer demands.
Visual Quoting
Quickly add products and and allowances directly to floor plans and images in real-time, creating a collaborative experience with the client, then present stunning, interactive, multimedia proposals – accessible from any mobile device.
Quote and Proposal Generation
Create fast, accurate, and interactive quotes and proposals from any device and share online for client review, sales team notifications, and e-sign approvals.
PRODUCT FEATURES
In-Drawing Collaboration
to Help Clients See the Vision
Create a collaborative experience for your clients and help them
visualize the layout, helping to improving your close rates.
Browser-based Drawings
Upload floorpans and images for markup and quoting without the need for outside drawing applications such as Visio or AutoCAD.
In-drawing Collaboration
Sketch out and share ideas, collaborate on designs, and help clients visualize their project.
Bid-winning Visual Quoting
Use drawings as part of your quote to quickly walk clients through the project and win the job on the spot.
Drawing Synchronization
Never worry whether the bill of materials and drawings are in sync…they always are with D-Tools Cloud.
PRODUCT FEATURES
Streamline Post-Sales Management
Easily generate purchase orders and send them to suppliers directly, straight out of D-Tools Cloud.
Connect your Amazon Business account to D-Tools Cloud, add Amazon devices to proposals, and send POs directly to Amazon Business for fulfillment.
Create, track, and manage internal and client-facing change orders.
Extending the value of D-Tools Cloud beyond the sales team, new project planning tools include resource management, scheduling, task assignments, item tracking, time tracking and more.
D-Tools Cloud to System Integrator Integration
D-Tools Cloud users can send accepted quotes over to System Integrator for detailed engineering drawings, project management, and service.
This integration equips sales teams with D-Tools Cloud’s next-generation CRM and multimedia quoting, while engineering, project management, and service teams can leverage SI’s award-winning system design, installation, back office management, and on-going servicing capabilities.
As our company has grown, we’ve needed to adjust business practices and refine our methods. D Tools came highly recommended through our Azione buying group. We built our first couple proposals with surprising ease. To our excitement, the first quote sent through D Tools for over $45k closed within 10 minutes of sending it. Case closed…we will be using this for all future proposals!
Central Coast Audio Visual
RESOURCE CENTER
Sales Management
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Discover how D-Tools software can help your business grow
Streamline your project workflows, increase operating efficiency, and improve your bottom-line results -- from any device!
