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.
D-Tools Mobile Quote is an iPad companion app designed for audio visual system integrators using the on-premises System Integrator software. The app streamlines the process of walking prospective clients through available technology options and generates a scope and budget for customer approval. All 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 initial client meeting. This process helps eliminate competition and reduces the need for proposal revisions.
Key Features:
- Seamless generation of scope and budget for customer approval
- Instant data transfer to D-Tools SI for further project development
- Utilizes D-Tools’ Product Library and workflow concepts
- Enables collection of signed approvals and design retainers in the first meeting
Availability and Licensing:
- D-Tools Mobile Quote is available for download from the Apple App Store
- The app can be installed for free, but requires the purchase of Mobile Quote licenses for full functionality
- Device licenses are priced at $25.00 per iPad device per month and are managed via the SI registration system
Additional Resources: