The referral box in opportunities is worthless because that information goes away once the opportunity is converted to a project.

I’m a D-Tools Cloud user and rely heavily on the platform for quoting multi-room audio, structured cabling, and security packages. I’m reaching out with a feature request that would significantly improve efficiency when building proposals. Current...

In the Products section of a proposal I need to group the line items by System then by Room and show only the System totals. I do not want to show any room totals in this layout.

When an email goes out - the email should include all details for a service call - contact info, location, Reported notes. Therefore technicians would not have to click "go to schedule" to get that information.

When generating a service ticket, searching for a site is time-consuming, scrolling and selecting "view more" to only show 3 additional sites, then doing it again and again. We have a client with over 40 locations and growing monthly. The ability ...

Mobile - Task - Add an icon to items so that the user can verify what the product looks like.

You already have integration with Great America financing company for SI. Could you please bring that to Cloud as well?

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, ...

There are multiple locations in the opportunity where I can attach files, but on the main opportunity page, I cannot see files attached in the quote design or visa versa. I would like to have it possible to upload to one location, but then choose ...

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...