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Frequently Asked Questions (FAQ)

What is D-Tools Cloud?
D-Tools Cloud is the next generation of D-Tools software. D-Tools Cloud provides a powerful, yet easy to use solution that streamlines the design, sale, procurement and installation of low voltage systems. D-Tools Cloud is completely re-imagined to capitalize on the capabilities made possible by cloud technology. Building on 20 years of experience in providing tools and resources that help integrators become more successful, the power of D-Tools is now available in a scalable, simple-to-adopt, web-based solution that intuitively guides users from managing sales prospects, through quoting, system design, and procurement. This new Software-as-a-Service (SaaS) application features sales pipeline and opportunity management, in-app collaboration, workflow management and guidance, critical business analytics, and interactive multimedia proposals accessible from any web-enabled Mac, PC or tablet.
How does D-Tools Cloud differ from System Integrator?
D-Tools System Integrator, which has been continually enhanced over the course of 20 years and successfully implemented by thousands of system integrators worldwide, is a full-featured on-premises application that requires the software to be installed on a server and a desktop computer. D-Tools SI is purchased on a perpetual user license model, which includes an upfront purchase of the software and training, plus a monthly (or annual) software maintenance fee (includes technical support, access to the product library, mobile capabilities, and more).   D-Tools Cloud is a web-based, multi-tenant, SaaS (software as a service) solution built on the Microsoft Azure platform and able to be run from any web browser on a Mac, PC or tablet. D-Tools Cloud has a fresh, intuitive, easy-to-navigate user interface that makes it simple to get started and get to work. There is no upfront cost and the onboarding and training process is markedly simpler with D-Tools Cloud.   As a true SaaS solution, D-Tools Cloud has a subscription pricing model available on a monthly or annual plan. Its straight-forward pricing model enables customers to add users as needed and capabilities as they become available.
Does D-Tools Cloud have all the capabilities as System Integrator?
Initially, D-Tools Cloud is focused on helping streamline the sales and design process for our customers. D-Tools Cloud adds capabilities currently not available in System Integrator, such as CRM, workflow, guidance and collaboration. Over the next 18 to 24 months D-Tools Cloud will continue to add features such as scope & budget, procurement, project and service management, which will bring it to feature parity with SI and beyond.
Does D-Tools Cloud integrate with System Integrator?
No. D-Tools Cloud is a completely separate solution that builds on our 20 years of experience in building solutions for the systems integration market. D-Tools Cloud provides new tools and capabilities to help integrators streamline their business from any internet-enabled computer or tablet. We are currently working on tools to help you migrate your existing SI clients, contacts, catalog and projects over to D-Tools Cloud.
Can I import my SI Catalog into D-Tools Cloud?

Yes, D-Tools Cloud enables you to import products from your D-Tools catalog through our .csv import functionality.

How do I purchase D-Tools Cloud?

D-Tools Cloud is a true SaaS (software as a service) solution. As such, it is available as either a monthly or annual subscription. D-Tools Cloud has an easy to understand pricing model that allows you to purchase additional users as needed and new capabilities as they come online.

For our current pricing, please visit: https://d-tools.com/cloud-pricing/

For more information pllease contact cloudsales@d-tools.com


How does the pricing model work?

D-Tools Cloud pricing is based on two components:  

  • Consumption: a monthly price per user of D-Tools Cloud
  • Capabilities: a monthly price based on additional available features of D-Tools Cloud

D-Tools Cloud starts at a monthly price of $99 per user per month for the baseline capabilities (CRM, Quoting, Live Proposals, Whiteboards, Analytics).

Do you offer volume pricing?

Yes. We offer custom pricing plans for high-volume users, so please don’t hesitate to contact our sales team at cloudsales@d-tools.com for more information.

I am already a D-Tools Customer. How do I get access to D-Tools Cloud?

If you are a D-Tools Software Assurance customer, then you can access D-Tools Cloud at a special price. Simply enter your SI license key to unlock your special pricing. For more information please contact cloudsales@d-tools.com.

When should I make the switch from SI to D-Tools Cloud?
We expect D-Tools Cloud to reach feature parity with SI over the next 18 months. As D-Tools Cloud is a pure SaaS application, we will make new features available as they are completed, and we will let you know as new capabilities come online.  Since every company’s process is unique, you will need to consider the capabilities that are most important to your company’s operations and make that decision as new capabilities become available.
How do I get help when I have a question?
We have built-in help throughout D-Tools Cloud. In the lower right corner of the app there is a chat button where you can ask questions and a member of our team will respond. You also have access to our integrated Help Center.
Can I invite other members of my team to work in D-Tools Cloud?

Yes. We designed D-Tools Cloud to be a collaborative solution. Within D-Tools Cloud please go to settings->Users->Invite Users.

Are there any browser limitations?
We are working to support current versions of all major browsers however today we recommend using Chrome or FireFox.
Are there any OS limitations?
Since D-Tools Cloud is a pure web application, it will work on any web browser on PC or Mac.
Does D-Tools Cloud integrate with other solutions such as QuickBooks?
Yes. We have an out-of-box integration with QuickBooks Online, and an API that will enable integrations with other solutions such as CRM, accounting packages, and other solutions. We will be building out our integrations ecosystem over time and we will notify our customers as new integrations come online.
When can I expect more features (such as purchasing, project scheduling, etc.?)
We have a roadmap that will build on the major stages of a project – sales, design, procurement, installation, and service. We plan to add these capabilities over the next 12 to 18 months. As D-Tools Cloud is a pure SaaS application, we will make new features available as they are completed, and we will let you know as new capabilities come online.
Is D-Tools Cloud available for international regions?

  No, currently D-Tools Cloud is available for the North American regions, with plans to expand internationally in 2020.

What are my storage capabilities with D-Tools Cloud?

You have unlimited storage via the cloud.

What happens after I cancel?

You will no longer have access to the software. However, we don’t remove your account or data, so you can pick up where you left off at any time.

What is the cancellation policy?

If you decide for any reason that you wish to cancel your subscription account you may do so at any time. Please keep in mind that we need to receive your cancellation request PRIOR to your next billing date. You will not be eligible for a refund for requests made after you have been billed.  You will continue to have access to the software until the next renewal date.