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Editing a Proposal

Video
Less than 1 min read Minute Read
April 20, 2024
Editing a Proposal

 

D-Tools Cloud - Cloud-based AV Proposal Software to Improve Accuracy and Complete Win More Business

Watch video demo on how to edit proposals in D-Tools Cloud.

Don’t just present – engage. Generate fast, accurate quotes and turn them into stunning multimedia presentations that engage your clients and effectively communicate your vision for their project. Include product and lifestyle images, presentations, and customer testimonials to give your clients confidence and improve your win rates.

Add products and pricing.
Add products to your quote quickly and easily through D-Tools’ comprehensive data library. D-Tools Cloud has detailed product information from thousands of manufacturers, and we are working with our supplier partners to provide dealer-specific pricing for over 75 major brands with more being added every week.

Flexibility to add your own products and pricing.
Now you can easily import additional products to D-Tools Cloud to ensure all brands you carry are properly represented for use in all client engagements. Easily add your products and MSRP via CSV or Excel file – quickly import product information and populate your D-Tools Cloud catalog so you can focus on the sale and the move onto the next job.

Quick and easy quoting.
Quoting has never been easier – just enter your locations and add products to create fast, accurate proposals – D-Tools Cloud helps you track your time and labor so you can get a quote to your client quickly – with your profitability intact.

Present your vision and get client approval.
D-Tools Cloud’s live proposals take your clients beyond the printed page and provide you with easy to configure templates to tell your story your way. Send your proposals directly to your client for e-signatures and acceptance from any internet-enabled device.

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