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:
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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.
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