Mobile Quote 2.0 iPad App
Scope & Budget and More.
D-Tools Mobile Quote 2.0 is an iPad® companion app for our on-premises System Integrator software solution. 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.
Shorten the Sales Cycle and Close More Deals with Mobile Quote 2.0
Create New Quotes
Add contact information, establish pricing parameters, set a deposit or design retainer amount, and even a price contingency/range.
Add Products as Packages and/or Allowances
Add items from the SI Catalog to multiple rooms simultaneously, adjust pricing on-the-fly.
View a Quote Summary
View Quote summary by system, by room, or by equipment vs. labor.
Mobile Quote is available for download via the Apple app store and can be installed for free.
However, every customer must purchase Mobile Quote licenses in order to fully use Mobile Quote. Device Licenses are priced at $25.00 per iPad device per month and managed via the SI registration system. For more information on purchasing Mobile Quote 2.0, please click here
Preset, Add and Delete Rooms & Systems
Add system details and room details including site photos.
Automatically Calculates Quote Totals and Subtotals
Automatically calculate by system, by room, or by equipment vs. labor.
Get Customer Approval on the Spot
eSignature capabilities and even collect the deposit/retainer through your preferred mobile payments platform.
View the video
Redesigned for a more intuitive and visually impactful experience. Scope & Budget and More. Click Here
Industries Served
Residential AV
Commercial AV
Security
EDU
Corporate
Government
Partners
Press
Legal
Resources
- ❏ SI v14 Documentation
- ❏ SI SI v13 Documentation
- ❏ SI SI v12 Documentation
- ❏ SI SI 2018 Documentation
- ❏ SI SI 2017 Documentation
- ❏ SI SI 2016 Documentation
- Forum
Downloads