Estimate and quote opportunities

Use D3M for faster, more efficient, and more accurate quoting

6 articles in this collection
Written by David Chapman and Uri Gorelik

Price Books

Manage multiple Price Books to support different currencies, tiered pricing, and vendor price lists.

Written by Uri Gorelik
Updated over a week ago

Intro to quotes and estimates in D3M

A guide to setting up your company for faster, more efficient and accurate quoting

Written by David Chapman
Updated over a week ago

Uploading and managing quote parts

Get your pricing information into D3M and keep it up-to-date

Written by David Chapman
Updated over a week ago

Upload Motorola pricing to D3M

Export Motorola's price list and import it into D3M for quoting purposes

Written by David Chapman
Updated over a week ago

Prepare a quote from a diagram

Learn how to have D3M create a quote based on your Diagram

Written by David Chapman
Updated over a week ago

Quote faster with smart quoting

D3M learns how you quote icons and automatically builds quotes for you

Written by David Chapman
Updated over a week ago