In SI, you can run a usage report by SO, PO or Project per catalog item. This is big when updating technologies in the catalog.

Once a client Accepts and Signs an opportunity, we want there to be an auto response sending them a fully executed Agreement with our signature on it, rather than converting the accepted quote to a PDF and then signing and sending it to them separ...

We would like the capability of being able to select products to invoice instead of using the payment terms that show up on the invoice. I have attached an example of what we used to be able to do when it imports over to quickbooks.

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...

When looking at the notes tab on the overview page, you can see all the notes but because you can't see what room/system other it was posted to its missing possible important context.

Currently subscription items are unable to be added to purchase orders. This presents issues for licensing on cloud managed products as I need to purchase these subscriptions from suppliers via a procurement process. The work around for this is to...

The current limitation of not being able to edit a Purchase Order once it has been sent is a significant workflow obstacle for real-world business operations. Many established systems — including MYOB Retail Manager, Xero, and numerous other ERP a...

I'd love to see a paper trail on emails I send from D-Tools. I have no way to see what was said in emails sent from D-Tools when sending proposals.

Create the ability to run basic Time + Materials service calls (projects) with no quote or proposal required. This will allow for scheduling resources, capturing notes and pictures, and billing without prior approval. This would be customers who j...

Integrators routinely sell products that come with a standard set of supporting materials — wiring packages, pre-wire kits, mounting hardware bundles, install material kits — that should travel with the product wherever it's quoted. In D-Tools Clo...