925.681.2326 Option 1 or 866.386.6571

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.

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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.

 

“D-Tools helps us turn around proposals more quickly and reliably than any of our previous estimating software. Not only that, but once the job is sold, all project information can be managed through D-Tools’ software, thus cutting out cross-information and double work.”

– Michael Chunka, Integrated Custom Audio Video

Industries Served

Residential AV
Commercial AV
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Security
EDU
Corporate
Government