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D-Tools Customer Portal

Streamline client communication throughout the project lifecycle.

Utilizing D-Tools’ cloud Infrastructure, System Integrator features a Customer Portal, which enables users to publish proposals, contracts, change orders, and other client-facing documentation to the web for better client engagement. Clients will be able to log-in to a secure web portal and review documentation, make comments, and accept or reject critical business documentation. Clients can also create e-signatures for proposals, contracts, and change orders, and these signed documents can be saved to the D-Tools project within SI.

SI users will be notified when a customer reviews, comments, or accepts proposals, streamlining the process and improving communications throughout the project lifecycle.

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Publish Project Documents to the Web

Select any project documentation such as proposals, contracts, change orders, drawings, and other related documents and publish them to a secure web portal. Clients can create login credentials and review documents from any web-enabled device.

Receive Email Notifications

Stay informed on the status of important documents. Email notifications are automatically sent whenever a document is shared with a client, if that document has been viewed, or if any action has been taken (comment, approval, rejection), enabling fast response from any web-enabled device.

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Review, Comment, Accept & E-Sign

To review, comment, and accept (or reject) the documents presented, clients simply click on an e-mailed link and login to a secure web portal. This new web-enabled, device-agnostic capability expedites client communication and approvals, to keep projects moving forward and ensure that timelines and budgets are met.

Save Accepted Documents

Once a document has been accepted, it can be saved to the System Integrator project folder or accurate record keeping. Documents from the D-Tools Customer Portal can be downloaded and automatically assigned to the appropriate project folder.

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Industries Served

Residential AV
Commercial AV