Sales Management
Improve proposal accuracy.
Complete projects to-budget. Win more bids.
D-Tools Cloud and System Integrator (SI) software make it easy to create fast, accurate, professional-looking proposals based on actual manufacturer product specifications and unique supplier pricing. 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.
Streamline your sales process with D-Tools System Integrator
Integrated Product Library with Supplier Pricing
Seamlessly add products including unique dealer pricing to proposals and drawings from D-Tools’ extensive product library.
Mobile Quote Scope & Budget Tool
Use Mobile QuoteTM iPad app to maximize your on-site visits and quickly establish project scope and budget.
Quote and Proposal Generation
Quickly create accurate and interactive quotes and proposals from any device.
Service Plans
Define, create, sell, and manage Service Plans for new and existing projects.
Customer Portal for eSignatures and Client Communications
Get notified when clients view, comment and sign a proposal or change order via D-Tools’ Customer Portal.
CRM Integration
Our integration with leading CRM application, Salesforce, allows to better manage budgets, improve opportunity wins, and more accurately track revenue and expenses.
Win more bids with D-Tools Cloud
CRM and Opportunity Management
Manage sales opportunities, track your pipeline and proposals, and respond to customer demands.
Integrated Product Library with Supplier Pricing
Seamlessly add products including unique dealer pricing to proposals and drawings from D-Tools’ extensive product library.
Visual Scope & Budget
Develop quotes and review budget ranges with the customer within the quoting and design interface.
Quote and Proposal Generation
Quickly create accurate and interactive quotes and proposals from any device.
Signatures and Client Communications
Share proposals and change orders online for clients to view, comment, and esign.
Payment Processing
Collect client deposits at the time of acceptance via integrated credit card and ACH processing.