Creating a Quote in Mobile Quote
D-Tools Mobile Quote is an iPad app for audio visual system integrators that streamlines client meetings by enabling salespeople to present technology options, generate scopes and budgets, obtain signed approvals, and collect retainers on-site, with data instantly syncing to the on-premises D-Tools SI software for further project development, available via Apple App Store with licenses costing $25 per device per month.
D-Tools Mobile Quote is an iPad companion app for the on-premises System Integrator software, designed for audio visual system integrators. The app streamlines the process of walking prospective clients through available technology options while generating a scope and budget for customer approval. Data collected in the app is instantly transferred into D-Tools SI for further design development and field service management.
By leveraging D-Tools’ extensive Product Library and workflow concepts—such as specifying devices by location and system—Mobile Quote enables salespeople to obtain signed approval of a project scope and budget, and even collect a design retainer, during the first client meeting. This process helps eliminate competition and reduces the need for proposal revisions.
Key points about D-Tools Mobile Quote:
- Available for download via the Apple App Store.
- Requires purchase of Mobile Quote licenses to fully use the app.
- Device licenses are priced at $25.00 per iPad device per month and are managed via the SI registration system.
For more information on purchasing Mobile Quote 2.0, visit the D-Tools website.
Additional Resources:
Related
Approving a Quote in Mobile Quote
D-Tools Mobile Quote is an iPad app for audio visual system integrators that streamlines client meetings by generating scopes and budgets using D-Tools’ Product Library, enabling signed approvals and design retainer collection on-site, with instant data transfer to the on-premises System Integrator software, available via a $25/month per device license from the Apple App Store.
Shorten the Sales Cycle with Mobile Quote 2.0
The video showcases Mobile Quote 2.0, an iPad app companion to D-Tools System Integrator software, highlighting how it streamlines and accelerates the sales cycle for AV system integration, a solution trusted by nearly 7,000 companies for estimating, designing, and installing.
Residential Systems Article: D-Tools is Finding New Ways to Help Customers Succeed
D-Tools, under CEO Randy Stearns, is enhancing customer success by establishing dedicated support teams, offering extensive training and onboarding, developing the Mobile Quote 2.0 app for real-time, detailed proposals, and transitioning to a cloud-based platform that integrates multimedia elements to streamline sales and unify integrators' business operations and client communications.
New and Returning i3 Partners in October 2024
In October 2024, D-Tools welcomed new partner TecNec Distributing, a 100% employee-owned pro AV and broadcast video distributor known for custom fabrication and personalized customer service, alongside returning partner BZBGEAR, a Sacramento-based manufacturer specializing in pro AV and broadcasting products focused on design, user experience, and lifetime support, both providing free, high-quality product data to D-Tools System Integrator users through the i3 Program.
Customer Success Story: UK-Based Visavvi Streamlines AV Integration with D-Tools SI
UK-based audiovisual integrator Visavvi, part of SCC, streamlined its quoting, project tracking, and documentation processes by adopting D-Tools System Integrator software about 10 years ago, which replaced unreliable Excel spreadsheets, enabled integration with Visio for CAD-ready schematics, centralized project data, improved speed and consistency, reduced sales support staff from five or six to three, and saved approximately £60,000 annually through efficient use of templates and business intelligence.
Draw4 UK Increases Revenue by Nearly 50% with D-Tools Software
Draw4 LTD, a UK-based design company specializing in Audio Visual, IT, Video Conference, and Lighting Design, increased its revenue by nearly 50% after adopting D-Tools System Integrator software in 2014, which streamlined their proposal and estimate process by integrating data and drawings into a single, accurate, and efficient workflow, replacing their previous error-prone use of multiple standalone applications and spreadsheets.