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D-Tools & ProjX360 Integration

The combination of D-Tools’ award-winning design and documentation capabilities along with ProjX360’s robust sales and project management solution provides integrators with a complete solution to manage projects from the top of the sales process all the way through project completion and into service.

Starting the sales process in ProjX360’s Sales CRM, you can manage all aspects of your leads from prospect, to opportunity, and finally into a proposal while keeping appointments, notes, and all associated information organized in ProjX360’s Sales CRM. When you’re ready to create a proposal, with one click you can push the client information to D-Tools SI avoiding double entry thanks to the seamless integration.

Once your D-Tools proposal has been approved, ProjX360 can then pull in that proposal directly from D-Tools and into the ProjX360 proposal section where you can then start managing the complete lifecycle of the Project. Quickly create POs from the proposal products, picklists, WorkOrders, time tracking, reporting and much more.

Combining D-Tools and ProjX360 enables integrators to leverage the most powerful tools in the industry to save them time and money for the entire project lifecycle and have all project information at their fingertips anytime, anywhere.

The D-Tools – ProjX360 integration provides users with:

CRM Dashboard

Starting the sales process in ProjX360s’ Sales CRM, you can manage all aspects of your leads from prospect, to deal, and finally into a proposal while keeping appointments, notes, and all associated information organized in ProjX360s’ Sales CRM. When you’re ready to create a proposal, with one click you can push the client information to D-Tools SI avoiding double entry thanks to the seamless integration.

Sync D-Tools Proposals to ProjX360

Utilize D-Tools’ award-winnning solution for project and proposal creation, detailed system design, and client documentation. As you add products to the bill of materials, D-Tools will automatically calculate the labor time and an estimated install price. All project information can be leveraged to create detailed system designs in Visio or AutoCAD. Once a project is approved it can be synced over to ProjX360.

Project Management and Accounting

Approved D-Tools projects can be pushed to the ProjX360 proposal section to start managing the lifecycle of the Project. Quickly create POs from the proposal products, picklists, WorkOrders, time tracking, reporting and much more.

D-Tools – ProjX360 FAQs:

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Additional Documentation:

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