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For Sales: Estimation

Estimation

D-Tools data-driven process provides salespeople with up-to-date and detailed product information, in a format that can be utilized in a cross-functional capacity for maximum workflow efficiency. This process makes it easy to create fast, accurate, professional looking estimates and project proposals that ensure design and install labor are accounted for and helps salespeople better track all the needed parts and accessories to reduce the likelihood of errors and omissions.

D-Tools SI makes it easy to create fast, accurate, professional looking proposals based on actual manufacturer product specifications – install time and labor costs are automatically calculated and added to the proposal, helping to ensure that projects are created and estimated with profitability in mind.

The D-Tools Mobile Quote app is a native IOS app and is designed to enable sales professionals to quickly facilitate a scope and budget discussion and generate a general quote that syncs back to SI to generate a more specific proposal in SI.

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Estimation in System Integrator

Having a data-driven process enables integrators to track key elements of a project such as installation time, costs, pricing and ultimately profitability. D-Tools System Integrator comes out-of-the-box with extensive data management tools, making it easy to create your own custom catalog of the products you sell and install. Import your existing product specs and pricing via SI’s data import (imports .csv files) or download product data from D-Tools’ online manufacturer data library of over 1,000,000 AV, energy, IT, and security products from leading manufacturers.

D-Tools extensive product database tracks over 40 fields of information such as MSRP, product descriptions, thumbnail images, dimensions, and I/Os, plus it enables you to enter and manage your pricing and estimated labor time to install. SI allows you to associate accessories and assign products to locations and systems to help you organize your projects more efficiently. You can accessorize any product to make it easier for your team to choose the right option for the customer and you can create custom “packages” to group products together and “pre-engineer” systems, creating a repeatable process and eliminating errors during the estimation process.

Mobile Quote 2.0

Redesigned for a more intuitive, effective and visually impactful experience, D-Tools’ Mobile Quote 2.0 is a native iPad® companion app to the D-Tools SI platform. Mobile Quote 2.0 makes it easy to walk prospective clients through available technology options while seamlessly generating a scope and budget for customer approval. The data collected is instantaneously transferred into D-Tools SI for further design development and project management. Leveraging D-Tools’ extensive product library and workflow concepts such as the specification of devices by location and system, Mobile Quote 2.0 allows salespeople to obtain signed approval of a project scope and budget, and even collect a design retainer, in the very first client meeting, thereby eliminating the competition as well as the need to waste valuable time on proposal revisions. Labor and general pricing can be calculated so customers see an accurate budgetary number, which can then be signed off for approval on the spot within the D-Tools Mobile Quote 2.0 app.

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