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Created by Guest
Created on Jul 7, 2025

Workflows for Box Sales/Counter Sales

Example: Some clients come back to purchase gear without needing installation, labor, or project planning — just a quick product sale.

Right now, D-Tools is built around project-based workflows (Remodel, New Construction, etc.), but it would be helpful to have a lightweight “Box Sale” mode that skips project phases and focuses only on quoting, selling, and tracking products.

This would let us manage standalone product sales within the same environment as our integration business, keeping records clean and centralized without having to create fake projects.

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Ability to generate invoices without opportunity

Merged
Ability to generate invoices without opportunity, to keep all invoices within d-tools for tracking. It is a little cumbersome having to create an operunity for box sales or one off's, or generating them Quickbooks or Invoicing software.
David Schulze 20 days ago in Opportunities & Quotes