D-Tools Cloud Features Overview
D-Tools Cloud is a powerful, yet easy-to-implement, multi-OS, end-to-end solution accessible from any web-enabled device. Manage your entire sales process with intuitive visual quoting and multimedia proposals featuring e-signatures, while seamlessly tracking time, tasks, and change orders. Simplify inventory and procurement with supplier-authorized pricing, and take control of project management, service contracts, and payment collection—all in one place.
![Bento_Cloud](https://www.d-tools.com/hs-fs/hubfs/Bento_Cloud.png?width=3070&height=1505&name=Bento_Cloud.png)
Integrated Product Library
Power your business with industry's largest, most accurate product database
![Cloud Integrated Product Library](https://www.d-tools.com/hs-fs/hubfs/Cloud%20Integrated%20Product%20Library.png?width=780&height=526&name=Cloud%20Integrated%20Product%20Library.png)
CRM/Sales Management
Boost Productivity with Comprehensive Sales Management
Empower your sales team to drive engagement with prospects and customers at every stage of the sales journey. Create professional, high-impact proposals and manage the entire sales process seamlessly from start to finish, enhancing productivity and closing more deals.
Maximize every Opportunity
Effortlessly create and manage your sales pipeline from any device. Use an intuitive, customizable drag-and-drop interface to stay on top of every stage of the sales process.
Maximize every Opportunity
Effortlessly create and manage your sales pipeline from any device. Use an intuitive, customizable drag-and-drop interface to stay on top of every stage of the sales process.
![Opportunities Cloud](https://www.d-tools.com/hubfs/Opportunities%20Cloud.png)
Flexible, Smarter Quoting
Generate accurate, detailed quotes from any mobile device with ease. Leverage intelligent visual quoting to engage clients and close deals more quickly.
Flexible, Smarter Quoting
Generate accurate, detailed quotes from any mobile device with ease. Leverage intelligent visual quoting to engage clients and close deals more quickly.
![Visual Quote Card Tabber](https://www.d-tools.com/hubfs/Visual%20Quote%20Card%20Tabber.png)
Multimedia Proposals That Help Win More Deals
Impress clients and close more sales with visually engaging, multimedia proposals designed to convert. Collect e-signatures and secure payments on the spot for a seamless sales experience.
Multimedia Proposals That Help Win More Deals
Impress clients and close more sales with visually engaging, multimedia proposals designed to convert. Collect e-signatures and secure payments on the spot for a seamless sales experience.
![cloud proposal](https://www.d-tools.com/hubfs/cloud%20proposal.png)
Streamlined Communication & Collaboration
Speed up outreach, quickly schedule meetings, improve customer follow-up by tracking engagement using D-Tools Cloud's intuitive communication tools.
Streamlined Communication & Collaboration
Speed up outreach, quickly schedule meetings, improve customer follow-up by tracking engagement using D-Tools Cloud's intuitive communication tools.
![CRM Cloud](https://www.d-tools.com/hubfs/CRM%20Cloud.png)
Reporting & Insights
Sell smarter with analytics and reports with D-Tools Cloud to give you a complete view of sales performance via built-in visualization tools.
Reporting & Insights
Sell smarter with analytics and reports with D-Tools Cloud to give you a complete view of sales performance via built-in visualization tools.
![Sales Reporting Cloud](https://www.d-tools.com/hubfs/Sales%20Reporting%20Cloud.png)
Present Winning Proposals That Close More Business
D-Tools Cloud makes it easy to create stunning proposals with flexible, customizable templates or by building your own. Craft media-rich proposals to impress clients or use the QuickQuote layout for a streamlined, concise option that saves time while closing deals efficiently.
![Multi-Media Proposal Hover Card](https://www.d-tools.com/hs-fs/hubfs/Multi-Media%20Proposal%20Hover%20Card.png?width=1000&height=605&name=Multi-Media%20Proposal%20Hover%20Card.png)
D-Tools Cloud
Multimedia Proposals
Craft multimedia-rich proposals with detailed product information, images, videos, and portfolios of past projects. Include e-signature acceptance and payment collection to streamline approvals and transactions.
Product Tours
Get Up to Speed Quickly with our D-Tools Cloud Product Tours
Review our step-by-step tours to explore the features of D-Tools Cloud. Learn how easy it is to get started and discover the power and simplicity of this end-to-end solution.
System Design
Visual System Design Made Easy Using D-Tools Cloud Visual Quoting
Simplify your sales process with visual, interactive quoting that lets you review scope and budgets with clients in real-time.
![Visual Quoting Cloud Features](https://www.d-tools.com/hs-fs/hubfs/Visual%20Quoting%20Cloud%20Features.png?width=780&height=526&name=Visual%20Quoting%20Cloud%20Features.png)
![Image Based Proposals](https://www.d-tools.com/hs-fs/hubfs/Image%20Based%20Proposals.png?width=780&height=526&name=Image%20Based%20Proposals.png)
![Wirepath Cloud Features](https://www.d-tools.com/hs-fs/hubfs/Wirepath%20Cloud%20Features.png?width=780&height=526&name=Wirepath%20Cloud%20Features.png)
Increased Client Engagement
![Visual Quoting Cloud Features](https://www.d-tools.com/hs-fs/hubfs/Visual%20Quoting%20Cloud%20Features.png?width=780&height=526&name=Visual%20Quoting%20Cloud%20Features.png)
Use Visual Quoting to generate scope and budget, validate designs, and collaborate in real-time with customers, making them an integral part of the decision-making process.
Compelling Image-Based Proposals
![Image Based Proposals](https://www.d-tools.com/hs-fs/hubfs/Image%20Based%20Proposals.png?width=780&height=526&name=Image%20Based%20Proposals.png)
Effortlessly upload images and use drag-and-drop functionality to add devices directly to photos, helping customers visualize how their systems will look in their environment.
Browser-based Design
![Wirepath Cloud Features](https://www.d-tools.com/hs-fs/hubfs/Wirepath%20Cloud%20Features.png?width=780&height=526&name=Wirepath%20Cloud%20Features.png)
Easily map and calculate wire and cable paths directly within plan views, and estimate per-foot costs for materials and other items using allowances. Annotate drawings and photos with accurate device placement, dimensions, field notes, and more to create clear, professional system designs.
Project Management
D-Tools Cloud Enables On-Time, On-Budget Project Management
D-Tools Cloud’s project management suite empowers integrators to seamlessly manage projects from signed contract to completed installation. Ensure jobs are delivered on time and within budget with features designed to streamline workflows and enhance efficiency.
Change Management
Modify accepted proposals, create and organize multiple change orders, and present to clients for approval. Track pending and approved change orders to keep projects on time and on budget.
Effective Task Management
Create checklists and add to project tasks. Set due dates, add product info, attach drawings or other relevant documents for clear communication.
Resource Allocation & Scheduling
Effortlessly assign and schedule resources by project, location, and phase. Gain a birds-eye views of projects, tasks, and resource availability.
Field Technician Management
Field technicians can manage tasks in the field and clock in and out via any mobile device. Track hours by user, project, and labor type for accurate reporting and time tracking.
Performance & Costs
Compare budgeted vs. actual labor hours, monitor project completion percentages, and gain insights for better process refinement and cost control.
Redefine Customer Experience with D-Tools Cloud
Enhance client engagement by creating, presenting, and selling service plans with ease. Boost customer satisfaction and drive recurring revenue by seamlessly managing service requests, assigning resources, and scheduling service orders. Handle services tied to existing projects or service plans, or efficiently manage one-off service requests, ensuring smooth operations and long-term client relationships.
Redefine Customer Experience with D-Tools Cloud
Enhance client engagement by creating, presenting, and selling service plans with ease. Boost customer satisfaction and drive recurring revenue by seamlessly managing service requests, assigning resources, and scheduling service orders. Handle services tied to existing projects or service plans, or efficiently manage one-off service requests, ensuring smooth operations and long-term client relationships.
![Create Service Plans Cloud-1](https://www.d-tools.com/hubfs/Create%20Service%20Plans%20Cloud-1.png)
![Service Contracts Cloud](https://www.d-tools.com/hubfs/Service%20Contracts%20Cloud.png)
![Service Calls Cloud](https://www.d-tools.com/hubfs/Service%20Calls%20Cloud.png)
![Service Dashboard](https://www.d-tools.com/hubfs/Service%20Dashboard.png)
![Create Service Plans Cloud-1](https://www.d-tools.com/hubfs/Create%20Service%20Plans%20Cloud-1.png)
Service Management
Create and Sell Service Plans
![Service Contracts Cloud](https://www.d-tools.com/hubfs/Service%20Contracts%20Cloud.png)
Service Management
Present Service Contracts
![Service Calls Cloud](https://www.d-tools.com/hubfs/Service%20Calls%20Cloud.png)
Service Management
Manage Service Calls
![Service Dashboard](https://www.d-tools.com/hubfs/Service%20Dashboard.png)
Service Management
Complete Service Department Reporting
D-Tools Payments
Efficiency Meets Transparency in Payment Management
D-Tools Payments offers capabilities that allow you to manage the entire payment lifecycle—from invoice to bank deposit — all within a unified D-Tools Cloud experience. Gain unparalleled control over your financial transactions and resolve issues with ease without leaving D-Tools Cloud.
Fast, Secure Payment Processing
With D-Tools Payments, enjoy rapid and secure transaction processing. Our advanced payment technologies ensure that your financial transfers are both swift and secure, protecting your funds and financial information.
Fast, Secure Payment Processing
With D-Tools Payments, enjoy rapid and secure transaction processing. Our advanced payment technologies ensure that your financial transfers are both swift and secure, protecting your funds and financial information.
![Project Payments](https://www.d-tools.com/hubfs/Project%20Payments.png)
Easily Manage Project Deposits
Simplify deposit management, ensuring you get paid faster and keep projects on track. With clear visibility into deposit status, you can improve cash flow and eliminate manual tracking.
Easily Manage Project Deposits
Simplify deposit management, ensuring you get paid faster and keep projects on track. With clear visibility into deposit status, you can improve cash flow and eliminate manual tracking.
![payments deposit](https://www.d-tools.com/hubfs/payments%20deposit.png)
Real-Time Notifications
Instant in-app notifications can alert users to potential issues and provide actionable guidance for quick resolution.
Real-Time Notifications
Instant in-app notifications can alert users to potential issues and provide actionable guidance for quick resolution.
![Billing Notifications-1](https://www.d-tools.com/hubfs/Billing%20Notifications-1.png)
Embedded Reporting Tools
D-Tools Cloud’s integrated reporting delivers detailed payment and financial information directly within the platform. These tools provide essential insights, empowering you to make well-informed financial decisions.
Embedded Reporting Tools
D-Tools Cloud’s integrated reporting delivers detailed payment and financial information directly within the platform. These tools provide essential insights, empowering you to make well-informed financial decisions.
![Billing Tab Payments](https://www.d-tools.com/hubfs/Billing%20Tab%20Payments.png)
Automated Recurring Payments
Collecting recurring revenue is now easier with automated payments for service contracts, ensuring on-time payments and reliable cash flow. Clients receive timely reminders, payment confirmations, and can easily update their payment methods, delivering a hassle-free experience for both sides.
Automated Recurring Payments
Collecting recurring revenue is now easier with automated payments for service contracts, ensuring on-time payments and reliable cash flow. Clients receive timely reminders, payment confirmations, and can easily update their payment methods, delivering a hassle-free experience for both sides.
![Automatic payments](https://www.d-tools.com/hubfs/Automatic%20payments.png)
Inventory Management
Streamlined Ordering, Smarter Tracking, and Optimized Allocation
![Inventory Home](https://www.d-tools.com/hubfs/Inventory%20Home.png)
- 1Set minimum stock level alerts
- 2Scan barcodes of the items when you receive them
- 3Track inventory levels in real time
Purpose-built Inventory Management to Simplify Workflows and Boost Efficiency
Streamlined Purchasing Process
Centralized purchasing workflows ensure smoother operations and better tracking.
Streamlined Purchasing Process
Centralized purchasing workflows ensure smoother operations and better tracking.
![Procurement Home New Module](https://www.d-tools.com/hubfs/Procurement%20Home%20New%20Module.png)
Enhanced Product Receiving
Quickly receive items from purchase orders using scanning tools and assign to specific locations.
Enhanced Product Receiving
Quickly receive items from purchase orders using scanning tools and assign to specific locations.
![inventory mobile](https://www.d-tools.com/hubfs/inventory%20mobile.png)
Real-Time Inventory Tracking
Monitor inventory levels as items are received, allocated, moved, or used.
Real-Time Inventory Tracking
Monitor inventory levels as items are received, allocated, moved, or used.
![procurement quarter new module](https://www.d-tools.com/hubfs/procurement%20quarter%20new%20module.png)
Smarter Inventory Allocation
Reserve products for specific projects to ensure availability. Allocate items to designated locations for easy access.
Smarter Inventory Allocation
Reserve products for specific projects to ensure availability. Allocate items to designated locations for easy access.
![item status new module](https://www.d-tools.com/hubfs/item%20status%20new%20module.png)
Efficient Re-Ordering
Set low-stock alerts to ensure critical items are always available. Automate re-ordering quantities to help maintain optimal inventory levels.
Efficient Re-Ordering
Set low-stock alerts to ensure critical items are always available. Automate re-ordering quantities to help maintain optimal inventory levels.
![Item Status schedule new module](https://www.d-tools.com/hubfs/Item%20Status%20schedule%20new%20module.png)
Back Office
Accounting Integrations
D-Tools Cloud integrates with QuickBooks Online, QuickBooks Desktop, and Xero to streamline your accounting processes. This seamless integration eliminates input errors, reduces duplication, and saves time while improving accuracy and simplifying invoicing and expense tracking.
Learn more about Back Office FeaturesExplore D-Tools Cloud in Action
Watch our video resources to discover tips, tutorials, and best practices for maximizing the power of D-Tools Cloud.
Integrator Achieves 80%-90% Close Rate Using D-Tools Cloud
D-Tools Cloud NEW Inventory Management Features: Webinar Recording
Webinar Recording: A Preview of D-Tools Cloud Inventory Management Features
Schedule a D-Tools Cloud Demo Today!
![Cloud_webiner](https://www.d-tools.com/hs-fs/hubfs/Cloud_webiner.png?width=1500&height=1058&name=Cloud_webiner.png)