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.
Manage sales opportunities, track your pipeline and proposals, and respond to customer demands.
Create fast, accurate quotes and proposals from any device and share online for client review, sales team notifications, and e-sign approvals.
Share proposals and change orders online for clients to view, comment, and e-sign.
Seamlessly add products including unique dealer pricing to proposals and drawings from D-Tools’ extensive product library.
D-Tools' cloud-based proposal software enables you to quickly create accurate and interactive quotes and proposals from any device.
Collect client deposits at the time of acceptance via integrated credit card and ACH processing.
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 the system first and have the BOM auto-generate in the process.
Never worry whether the bill of materials and drawings are in sync…they always are with D-Tools Cloud.
Mark up drawings and photos with device placement details, dimensions, field notes and more on the fly.
Sketch out and share ideas, collaborate on designs, and help clients visualize their project.
Use drawings as part of your quote to quickly walk clients through the project and win the job on the spot.
Create, track, and manage internal and client-facing change orders.
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.
Gain valuable insights and influence better business decisions – track sales pipeline, analyze business performance, and respond quickly to ever-changing conditions.
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.