Would be amazing to be able to compare 2 quotes and see the differences

Please add the ability to automatically send email notifications to selected team members when a record’s status changes. Ideally, this feature would allow users to define rules based on specific status transitions and choose recipients by individ...

If my techs are at a clients home and they ask for a subscription we need to be able to add that amount to the service call so it can be billed and paid on the spot.

Global payment terms for customer, Currently setting terms per invoice

Search for a product item and see where it has been either used or proposed in quotes and projects and a simple count of how many times. important for when you have big price changes on an item that will effect the margin on an open quote. or if a...

I know so far Reporting is limited to the Opportunities side of the product, but I need to be able to quickly evaluate our operational people. We use Tasks Extensively in Projects, and I need reports of how many Tasks a given person (resource) com...

we need a way to send out service reports for work done and covered under a service contract. there is no invoice needed as this is covered by the contract

We would like to request a native integration between D-Tools and System Surveyor to streamline the design-to-proposal workflow. Our team uses System Surveyor extensively for site surveys, device placement, and system design. Currently, there is n...

Import and Export Subscriptions and Service Plans. We need this ability to change the subscriptions descriptions, cost and options. or create a column in the "My Products" Catalog to do so since you are able to convert a product to a subscription.

Hi there! I wanted to see if there is a calendar that merges all things entered. I noticed project and service calls are on separate calendars and it would be beneficial to have them on one and color coded in correlation with the events. Is there ...