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AV Software : Proposal Software : D-Tools, Inc. - Mobile Quote 2.0 iPad Companion
D-Tools, Inc. - Mobile Quote 2.0 iPad Companion
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Mobile Quote 2.0 Application for iPad Companion

Model: Mobile Quote 2.0 iPad Companion

  • Create new quotes - add contact information, establish pricing parameters, set a deposit or design retainer amount, and even a price contingency/range
  • Preset, add and delete rooms and systems - add system details and room details including site photos
  • Add products as packages and/or allowances (from SI catalog) - add items to multiple rooms simultaneously, adjust pricing on-the-fly
  • Automatically calculates quote totals and subtotals - by system, by room, by equipment vs labor
  • View a quote summary - by system, by room, by equipment vs labor
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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.

  • Create new quotes - add contact information, establish pricing parameters, set a deposit or design retainer amount, and even a price contingency/range
  • Preset, add and delete rooms and systems - add system details and room details including site photos
  • Add products as packages and/or allowances (from SI catalog) - add items to multiple rooms simultaneously, adjust pricing on-the-fly
  • Automatically calculates quote totals and subtotals - by system, by room, by equipment vs labor
  • View a quote summary - by system, by room, by equipment vs labor
  • Get customer approval - eSignature capabilities and even collect the deposit/retainer through your preferred mobile payments platform
 
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