The need Over years of working with the same customer, an integrator installs, removes and replaces a lot of equipment at their site. Some of it arrives through the original project. More comes through change orders. More still through service cal...

For the proposal PDF download, you can configure no page breaks or page breaks after each section. Add in flexibility to manually insert in page breaks and/or configure sections so that they are not split between two pages if possible.

It would be helpful to scan QR codes and batch update install status from planned, to staged, to picked, to installed.

Within a PO, I'd like one-click access to the main project, rather than exiting the PO, navigating to the Projects tab, and finding the project.

activity log of changes made in a PO. if someone accidentally changes a quantity on a partially received PO line item being able to see what was changed or who changed it would allow for traceability.

A centralized search would be so helpful for others on the team who don't know whether a project lives in Projects or Opportunities. We regularly are searching in both to look for a given project.

Would like an option to automatically win a opportunity when a client pays a deposit directly from the link or email

PRODUCT CLOUD CLIENT Gil Stubbs SUMMARY D-Tools lacks ability to link existing QuickBooks invoices, limiting real-world workflow flexibility. This creates tracking gaps when invoices originate outside D-Tools. STEPS TO REPEAT Create invoice dire...

As our field users begin using D-tools more, it has come to our attention that there should be task creation capabilities for field users, or potentially a new 'Lead Field User' group. It's often the case that our field users understand the projec...

the ability to collect customer feedback surveys after sales or projects are completed would be a great addition. This would help teams to collect and manage feedback from customers to improve their process or work quality, and provide a valuable ...