D-Tools Cloud Ideas Portal

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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...
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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...
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All ideas

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    Not supported for the current status

    Flexibility on Invoicing Subscriptions - Multiple subscriptions on one invoice, include in project payments

    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...
    Daniel Minarich 5 months ago in Accounting/Finance/Payments 2 Planned

    Can you add a client completion goal date to opportunity details?

    This way the project manager can see the goal date when this becomes a project.
    Guest about 1 month ago in Opportunities & Quotes 0

    Ability to View Email Shared for Proposal

    When sharing proposals and customizing the messages to specific clients, it is important to be able to revisit exactly what was said by the sender. Can this be incpororated into proposal history?
    Guest 3 months ago in Opportunities & Quotes 0

    Ability to Change Labor to Labour for non-US based countries

    Correct spelling for non US based countries lik UK, NZ, AUS etc
    Ben Jeffries 2 months ago in Other/General 0

    Add Sign Off Signature to Attachments

    When a client signs off on a proposal it would be amazing if they could sign off on attached plans, sketches, specs or other attachments.
    Guest 5 months ago in Opportunities & Quotes 0

    Ability for Customer to Enter PO When Accepting Proposal

    When a client accepts our quote (approval) we need a location for them to add a PO number. The majority of our clients are K-12 schools. They all function off of POs. A PO is our contract / approval to move forward.
    Guest 6 months ago in Opportunities & Quotes 1

    Ability to Categorize Documents/Files to Improve Searching, Displaying, and Viewing

    The "Files" section for projects is great, but our guys are struggling to sort the files on large projects where there are many files. Adding a simple folder structure would help organize project files so you can find what you are looking for much...
    Guest 6 months ago in Other/General 0

    Show Site Location on Subaccounts Instead of Billing Location

    Currently the sub account screen shows each account having the billing address displayed rather than the site location. Would like to have the site location rather than billing.
    Dan Meek 2 months ago in CRM 0

    Copy Quote Items to Different Quote

    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...
    Payton Zimmerer 5 months ago in Opportunities & Quotes 1

    Make To Do management robust enough to run cross-departmental workflows

    Integrators are using To Dos in D-Tools Cloud to coordinate work that spans departments — sales, design, engineering, programming, installation, and service all touch the same project and need a way to see, sort, and route the work that's on them....
    Guest 3 months ago in Project Management 1