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Cloud Logo (1) D-Tools Cloud Solo Plan - Now Available for FREE! Click Here to Sign Up Today!l

D-Tools Cloud Features Overview

D-Tools Cloud is a powerful, yet easy-to-implement multi-OS, end-to-end web-based solution accessible from any web-enabled device. D-Tools Cloud offers sales pipeline management, on-the-fly estimating from any mobile device, intelligent visual quoting, interactive system design presentations, change orders, product procurement using supplier-authorized dealer-specific pricing,  project management, and new service management  suite.

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The #1 proposal and project management software —
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Drive business from sales through field service management from any web-enabled device.

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Sales Management

CRM and Opportunity Management

Manage sales opportunities, track your pipeline and proposals, and respond to customer demands

Integrated Product Library

Seamlessly add products including unique dealer pricing to proposals and drawings from D-Tools’ extensive product library

Visual Scope & Budget

Develop quotes and review budget ranges with the customer within the quoting and design interface

Quote & Proposal Generation

Quickly create accurate and interactive quotes and proposals from any device

eSignatures and Client Communications

Share proposals and change orders online for clients to view, comment, and esign

Payment Processing

Collect client deposits at the time of acceptance via integrated credit card and ACH processing


System Designs

Browser-based Drawings
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

Visual Quoting
Mark up drawings and photos with device placement details, dimensions, field notes and more on the fly

Drawing Synchronization
Draw the system first and have the bill of materials auto-generate in the process – BOMS and drawings are always in sync

In-drawing Collaboration
Sketch out and share ideas, collaborate on designs, and help clients visualize their project

Post-sale Management



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

Click here to learn about our Amazon Business Integration

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Change Orders

Create, track, and manage internal and client-facing change orders


Project Management Suite

Project planning, resource management, scheduling, task assignments, item tracking, time tracking and more help project managers and field technicians


Service Management Suite

Create, present, and sell service plans, manage and schedule service calls, request and collect payment for service, manage field technicians


Back Office Management


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

Support and Training


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