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For Sales: Estimation

Estimation

D-Tools data-driven process provides sales people with up-to-date and detailed product information, in a format that can be utilized in a cross-functional capacity for maximum workflow efficiency. This process makes it easy to create fast, accurate, professional looking estimates and project proposals that ensure design and install labor are accounted for and helps sales people better track all the needed parts and accessories to reduce the likelihood of errors and omissions.

D-Tools SI makes it easy to create fast, accurate, professional looking proposals based on actual manufacturer product specifications – install time and labor costs are automatically calculated and added to the proposal, helping to ensure that projects are created and estimated with profitability in mind.

The D-Tools Mobile Quote app is a native IOS app and is designed to enable sales professionals to quickly facilitate a scope and budget discussion and generate a general quote that syncs back to SI to generate a more specific proposal in SI.

Estimation in System Integrator

Having a data-driven process enables integrators to track key elements of a project such as installation time, costs, pricing and ultimately profitability. D-Tools System Integrator comes out-of-the-box with extensive data management tools, making it easy to create your own custom catalog of the products you sell and install. Import your existing product specs and pricing via SI’s data import (imports .csv files) or download product data from D-Tools’ online manufacturer data library of over 1,000,000 AV, energy, IT, and security products from leading manufacturers.

D-Tools extensive product database tracks over 40 fields of information such as MSRP, product descriptions, thumbnail images, dimensions, and I/Os, plus it enables you to enter and manage your pricing and estimated labor time to install. SI allows you to associate accessories and assign products to locations and systems to help you organize your projects more efficiently. You can accessorize any product to make it easier for your team to choose the right option for the customer and you can create custom “packages” to group products together and “pre-engineer” systems, creating a repeatable process and eliminating errors during the estimation process.

Mobile Quote

D-Tools Mobile Quote is a native IOS-based iPad® app that enables SI users to generate quotes in the field and bring them back into D-Tools SI for further project design and management. The D-Tools iPad® app leverages D-Tools’ product library by enabling integrators to access and integrate product category and package data from their SI catalog while working with customers in the field. Integrators can enter client and contact information into the iPad app, then walk prospective customers through available installation scenarios in order to create a quote for approval. D-Tools Mobile Quote utilizes many of D-Tools’ workflow concepts, including the specification of locations and systems, which allows integrators to provide packages or pre-configured systems for inclusion in the quote. Labor and general pricing will be calculated to give the customer an accurate quote, which can then be signed off for approval on the spot. Once complete, the resulting quote can then be imported into SI for complete detailed project design, specification, and project management.

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