All ideas

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...

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...

Fix the architectural mismatch between D-Tools Cloud's Avalara-based location tax calculation and QuickBooks Online's independent tax engine. Today, location-based tax amounts calculated by Avalara in D-Tools don't reliably appear correctly on QBO...

When D-Tools pushes both an estimate and an invoice for the same project to QuickBooks Online, link them via QBO's native LinkedTxn field — the same way QBO links them when a user converts an estimate to an invoice inside QBO's own UI. Today the Q...

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...

Currently you can only copy items on a Quote to the current Quote you are on. It would be ideal to be able to copy these to another Quote (similar to how you can copy items on a Change Order to another Change Order). Currently the only way to do s...

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 ...

Here is an example we are dealing with : We have a completed project with a good customer of ours, by completed, the work is complete, the payment is complete. The only thing is pending change order that is not yet accepted. Since we deal with the...

Be able to pin notes to keep certain ones at the top. This way they can be better found if used for reference information.

Minimizes internal confusions by not having duplicate numbers but still being able to differentiate between internal and external.