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D-Tools Cloud Ideas Portal

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PINNED SSO Options and/or Passkey
Implementing SSO with Google or Microsoft would incredibly helpful. The duration our browsers keep us signed-in is decent, but the process for getting back in can be cumbersome. Especially the mobile app. SSO should cut this time in half, but also...
PINNED Projects column visible at Purchase Orders
When looking at the summary of purchase orders it would be incredibly helpful to see which projects they are tied to. There seems to be enough space to add another column, this should be a simple add-on but would save a lot of time not having to c...

All ideas

Need an order status like " Hold" or "Review Needed" for items pending confirmation

Need a status that prevents items from being ordered before client selections are confirmed for color, size, etc. Items in the status should still appear in the Ready to Order screen to allow a global review screen
John Cook 6 months ago in Procurement 0

Ability to add a discount to Purchase Orders

For significant projects, we can often get a disccount from a supplier for goods. This is often applied as a bulk discount on either the whole purchase order, or on specific goods. There is currently no way for us to reflect this on the purchase o...
Guest 5 months ago in Procurement 0 Researching

Item notes

I’d like to be able to add project specific notes to individual items. This could be client facing or project notes for techs.
over 2 years ago in Project Management 0

Add back the ability to print a pdf of the Item Status report

using as a pallet list for the warehouse
Guest 6 months ago in Reports 0 Researching
34 Not supported for the current status

Google calendar integration.

It would be helpful if we could integrate with google calendar. It would be beneficial to us if we would be able to have things entered in google calendar show up on the d-tools calendar.
Eduardo Voloch over 2 years ago in Project Management 1 Planned

Customizable layout in the Connection View — drag, group by room, color-code

Problem The Connection View renders a fixed default layout. Items can't be moved, grouped, or color-coded, so a project with a non-trivial number of devices produces a diagram that's hard to read and doesn't match how the integrator wants to commu...
Dave Kirn 4 months ago in Engineering Documentation 0

Managing Rack Space

In our quoting software (I wrote it), we enter available rack space in a field, and as we enter products into the quote, if the number of RU's are exceeded we get a warning, and if we don't fill it up, the program adds blank panels and adds the co...
Guest 6 months ago in Opportunities & Quotes 0

Dark mode

Dark mode would be awesome
Guest 8 months ago in  0

Ability to Collect Both Party Signatures on Proposals

I have had requests from clients to have a line for our company to sign on the Signature page to create a fully executed contract signed by both parties - one for the client to sign and a another for us as the vendor. Currently no way to do that o...
Guest over 2 years ago in Opportunities & Quotes 0

Scheduling Appointments for Opportunities

Creating appointments for opportunities during the sales process. I meet with clients and would like to create an appointment based on the opportunity.
Guest about 1 year ago in Opportunities & Quotes 1