D-Tools Cloud Software Integration with CardConnect Expedites Payment Processing
D-Tools Cloud, a bidding and proposal software for AV integrators, now integrates with CardConnect's secure credit card and ACH payment processing platform to streamline project approval and initial deposit collection within the proposal acceptance workflow.
D-Tools Cloud Bidding Software for AV Integrators Enables Seamless Payment Processing with CardConnect
D-Tools’ cloud-based bidding software and proposal tool for low-voltage system integrators integrates with credit card and ACH processing platforms to help expedite the payment process so you can focus on the next stages of each project.
D-Tools Cloud now integrates with CardConnect, enabling CardConnect to be selected for flexible and convenient options in order to gain project approval and collect the initial deposit as part of the proposal acceptance process.
Here is a link where D-Tools Cloud users can get in direct contact with the CardConnect sales team: https://cardconnect.com/signup/d-tools
About CardConnect
CardConnect, a Fiserv company, helps businesses of all sizes grow through integrated payment processing. This seamless integration makes accepting and managing payments effortless within the Subscription Flow software you know and love. As a single-source solution, you can manage your business in one place rather than multiple software programs. Protected by patented, PCI-validated security defenses, you’ll never have to worry about a crippling data breach when processing with CardConnect.
https://cardconnect.com/signup/d-tools
Estimate, Design and Install with the #1 AV System Integration Software
Explore System Integration Software Used by Nearly 7,000 Companies
Related
Data by D-Tools: Evolution of Payment Processing Report
The D-Tools Payment Processing Special Report, based on early data from the D-Tools Payments embedded solution launched in September 2024, reveals integrators' usage patterns and costs associated with credit card and ACH payments for deposits, progress payments, and service agreements, highlighting a strong interest (88%) among users for more efficient payment management and upcoming software updates to track job costs and offset processing fees.
Cloud Project Management Software | D-Tools
D-Tools Cloud is a comprehensive SaaS platform tailored for modern AV, security, and low-voltage integration businesses, offering integrated tools for managing sales proposals, project workflows, inventory, purchasing, recurring service plans, and payments, all powered by access to a vast product database of 1.6 million items from over 1,200 brands to streamline operations, improve accuracy, and accelerate deal closure and project delivery.
D-Tools Payments Terms of Service
The D-Tools Payments Terms of Service, effective May 7, 2024, outlines that D-Tools provides embedded payment processing services including credit card and ACH transactions with specified fees varying by subscription plan, imposes ancillary fees for chargebacks and disputes, and reserves the right to increase transaction fees if certain thresholds related to American Express usage, corporate card volume, or high-value transactions are exceeded, subject to prior written notice to the merchant.
D-Tools Payments FAQs
D-Tools Payments is a secure, fully embedded payment processing solution within D-Tools Cloud that streamlines financial management by offering fast, flexible payment methods, detailed reporting, simplified transaction management, transparent pricing with transaction fees, advanced security, and dedicated support to enhance operational efficiency.
D-Tools Cloud Features
D-Tools Cloud is a comprehensive, multi-OS web-based platform that streamlines the entire sales process with features like an extensive integrated product library of over 1.6 million items, CRM and sales management tools including visual quoting, multimedia proposals with e-signatures, pipeline tracking, communication tools, and analytics, while also simplifying inventory, procurement, project management, service contracts, and payment collection in one unified solution.
Introducing Convenience Fee Capabilities in D-Tools Payments
D-Tools Payments in D-Tools Cloud now features a Convenience Fee option that allows businesses to transparently charge clients a 3% credit card processing fee, helping recover costs, preserve profit margins, and offer customers flexible, clearly disclosed payment choices.