All ideas

I would like to the ability to create a proposal late at night and have it automatically send it to the client the following day at 8am so they're not getting proposals sent to them in the middle of the night.

I would like to suggest a new feature for the platform. To keep the "Won" column manageable, could we implement a function that automatically archives opportunities 30 days after they are won? Since some companies may not want this functionality, ...

We are currently spending a significant amount of time manually copying and pasting customer emails into D-Tools Cloud to generate service calls. We have used other platforms that support an “email to ticket” workflow, and this would be a valuable...

Description:Currently, users are unable to directly copy and share the URL of a specific page or view within the D-Tools Cloud platform. When a user tries to share a link (for example, to a specific project, proposal, or quote), the copied URL doe...

Allow users to configure a custom sending domain and email addresses for system-generated communications (e.g., invoices, quotes) instead of the default D-Tools Cloud address (cloud@d-tools.com). This ensures emails appear branded and trustworthy ...

Requesting update to scheduling system to allow multi-day service calls with multiple technicians. Some projects require more than a single-day visit to complete.

When getting prompted to add recommended/option accessories, we'd like to get a prompt to add the associated subscriptions from the accessories. Currently, there's no prompt, and the subscriptions are not brought in with the accessories within the...

Currently you are unable to bill multiple subscriptions sold under the same opportunity/project on one invoice. This results in us needing to send 5+ invoices for one install in some cases (camera licensing, access control licensing, alarm licensi...

Products are ordered with a UOM, priced with that UOM, and are often sold as a different UOM. For example, buy speakers as pairs, sell as each. Buy pre-construction brackets as 5-pairs (10 each) and sell as each. Cost/pricing needs to be calculate...

Frequently, part of our jobs includes monthly invoicing for hourly labor. Currently, there is no way to bill for hourly labor based on employee time entered within D Tools. The solution for now is to export the time entries and create an invoice o...