D-Tools Cloud Ideas Portal

We actually read these.

Ideas submitted here go to the product team, not into a void. Add yours, vote on others, and comment on what matters to your business.

Talk to our Product Managers live: every other Monday, 1:00–2:00 PM ET → https://www.d-tools.com/cloud-product-office-hours

Add a new idea Subscribe
Categories Opportunities & Quotes
Created by Guest
Created on Jun 11, 2026

RELATED IDEAS

Send Fully Executed Agreement to Customer after Acceptance

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 separately. This is so time consuming

  • Attach files