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Syncing a Quote to SI

Videos

11/29/2017

 

Watch this video demo and learn how to sync a quote from D-Tools Mobile Quote to D-Tools System Integrator.

Develop scope & budget and more with D-Tools mobile quoting iPad app for AV system integrators!

D-Tools Mobile Quote is an iPad companion app for our on-premises System Integrator software for audio visual system integrators. Mobile Quote makes it easy for you to walk prospective clients through available technology options while seamlessly generating a scope and budget for customer approval. The data collected is instantaneously transferred into D-Tools System Integrator for further design development, proposal presentation, and field service management.

Leveraging D-Tools’ extensive Product Library and workflow concepts such as the specification of devices by location and system, Mobile Quote allows salespeople to obtain signed approval of a project scope and budget, and even collect a design retainer, in the very first client meeting, thereby eliminating the competition as well as the need to waste valuable time on proposal revisions.

Once the proposal is won, you can focus on the next bidding opportunity as D-Tools System Integrator arms your engineering team with system design tools via AutoCAD and/or Visio to ensure clear communication for the install team to complete the project as planned!