Go configure
Based on your input, D-Tools Cloud configures a base setup that includes personalized settings for opportunities, payment terms, proposal templates, and configures your product catalog so you can focus on quoting, not busy-work. Settings are completely customizable, so you can dial in D-Tools Cloud for a perfect fit.
Opportunities knocking
Once setup is complete, D-Tools Cloud takes you to your main dashboard where our in-app help is there to guide you through creating your first opportunity and starting your first quote.