D-Tools, Inc. will be demonstrating the latest enhancements to its estimation, system design, and project management software platform, System Integrator (SI), Stand 1-N85.

The company will demo its new Mobile Quote 2.0 iPad companion app, which helps industry salespeople generate a project scope and pricing estimate for client review and approval during the initial client meeting.

In addition, D-Tools will demo the new Customer Portal, which enables D-Tools users to publish project documents to the web for client comment, acceptance and e-signature approval – from any Internet-enabled device. D-Tools will also provide insight on tools and ideas that help attendees streamline operations, automate business processes, and grow profitably.

Increase Client Engagement through D-Tools’ Customer Portal

The increasingly mobile workforce demands easy access to documents from anywhere and at any time. Built on the D-Tools Cloud infrastructure, the new Customer Portal facilitates collaboration and increases client engagement, across time zones and mobile platforms. Users can share proposals, contracts, change orders, drawings, cut sheets, user manuals and other client-facing documents via the web. To review, comment, and accept (or reject) the documents presented, clients can just click on the e-mailed link and login to a secure web portal. D-Tools says this new web-enabled, device-agnostic capability expedites client communication and approvals, to keep projects moving forward and ensure that timelines and budgets are met.

Generate Scope & Budget and More with New D-Tools Mobile Quote 2.0 App

Redesigned for a more intuitive, effective and visually impactful experience, D-Tools’ Mobile Quote 2.0 is a native iPad app that the company says makes it easy to walk prospective clients through available technology options while generating a scope and budget for approval. The data collected is instantaneously transferred into D-Tools SI for further design development and project management. Leveraging D-Tools’ large 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 also 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.

Mobile Quote 2.0 is available for download via the Apple app store and can be installed for free. However, every customer must purchase Mobile Quote 2.0 licenses in order to fully use Mobile Quote. Device licenses are priced at $25.00 per iPad device per month, and available exclusively via the SI 2017 application.

No more articles