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.
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.
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.
