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Release 55: Package Alternates & Proposal Improvements
new
improved
Proposal
Quote
Notifications
Project Management
Package Alternates
We are excited to announce that you now have the ability to assign packages as options within an alternate set! The same functionality that you know and love for item alternates can now be applied to packages. Your users can toggle to view all items within the package and select the option that is right for them.
Package Alternates
Portfolio Section
Impress new clients by showing off all of the incredible work that you have completed in our new portfolio section on the proposal! Explore all of what this new section has to offer including multiple layout options and a slider gallery to display project pictures.
Portfolio
Project Description Templates
Standardize your quoting experience and save time by taking advantage of our new project description templates! You can now type up and save a variety of templates and select one as your default.
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Email Notification Preferences
Feeling like your mailbox is looking a little full? You now have the ability to customize your email notification preferences. This new feature within settings will give you the power to keep your inbox clean and only get notified for events that are important to you!
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Edit Payment Terms
Projects change and so do payment terms! You now have the ability to edit the details of your payment terms including the payment term percentage, description and dates.
Improved Time Tracking
Save time while tracking time by adding multiple resources to a single time entry. This is especially useful when you have multiple resources working on a job together at the same hours. Once entered, these time entries will be listed individually and can be edited separately.
View Task Attachments
View all of your task attachments from one spot! Task attachments will now be visible under project attachments, saving you the hassle of going into each task to find the right attachments.
Display Item Length
Selling a lot of length based items? On your proposals, you can now change the quantity for these items to display the items length. For example, if you were selling 100 feet of wire, the item quantity would show as "100 ft".
Select Client Address Type
Select whether you would like to display the site or billing address of your client on a proposal.
To-Do Improvements
Add a greater level of context and detail to your to-dos by making use of our new priority and client fields. You can now specify which client is associated with a to-do and the priority level: Low, Medium, High or Critical.
Release 54: Scheduling & Project Management Improvements
improved
Ordering
Project Management
Scheduling Improvements
Rapidly switch between different views of the calendar, or choose your default view based on your preferences. You can now view by project, resource, or time.
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Partially Received Quantity on Purchase Orders
With today's supply chain issues, you might be finding that more and more orders are being partially received. You can now specify how many of each item has been received by typing in the received quantity within your purchase orders.
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Descriptions & Images on Installer Reports
Instantly provide your installers with more job related information by displaying your proposal location descriptions on the installer report as well. Images within descriptions and item images will now also be displayed on your installer reports for added context.
Internal Change Orders
Sometimes change orders include simple, non-billable modifications. You can now create change orders for that don't need to be approved by your clients with our new internal change order functionality.
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New Way to Create Tasks
You can now create tasks directly in the Tasks view. Work faster and more efficiently by no longer going into each project to create a task.
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Export Complete Item List to CSV
Generate a single CSV Export of the complete project item list, including all items associated with change orders, directly from the main project menu.
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Release 53: Proposal Testimonial, Award and Social Media Sections!
new
Proposal
Testimonial Section
Looking to build trust with your clients even before the job is started? This is now easier than ever with our new testimonial section on proposals! Share all the great things that clients have said about your company, as well as images from your jobs.
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Social Media Section
Guide clients to your website and other social media accounts by taking advantage of our new social media section on the proposal! This new feature allows you to include branded links to Youtube, Twitter, LinkedIn, Facebook and Instagram, as well as a link to your own company website.
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Award Section
Show off your company's success with our new awards section on the proposal. This new feature gives you the ability to feature images of any awards that you have won!
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View Opportunity Summary by Category
You now have the option to view your opportunity summary with products and labor broken down by category.
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BOM Export Improvements
Change order numbers will now be visible on all CSV exports of your BOM.
Bug Fixes, and Performance and UI Improvements
As with every release, we've also squashed bugs and made performance enhancements to keep Cloud running smoothly! Small UI improvements have been made throughout Cloud.
Release 52: Catalog Redesign & Meet the Team Section on Proposals!
new
D-Tools Library/Catalog Home Page Redesign
Big changes are here for the Catalog! Along with a new way to find and add products to your catalog, the home page now gives you easy access to finding the brands and partners you're looking for so that you can have the most accurate pricing available. These updates also simplify the process of building out and editing your catalog to best suit your needs.
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Meet the Team
Your proposals just got a little more personal! Make use of our new Meet the Team section of proposals to introduce your company and employees to your client. You can easily add in profiles for each of your team members with new functionality that draws from the user profile information that is already connected to your D-Tools Cloud account.
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Add Videos to Proposal Descriptions
Make your proposals stand out with our new embedded video functionality that is sure to impress! You can now insert videos into descriptions on your proposals via a direct upload, inserting a link, or embed code from another video hosting site such as YouTube.
WYSIWYG Videos
Embedded Videos in Gallery Section
Turn your proposals into a multimedia experience for your clients by taking advantage of our new embedded video functionality within the gallery section.
Add Your Own Product Resources in the Catalog
Give your customers even more confidence in their purchase by uploading spec sheets, user manuals, and other documentation to a product in the catalog.
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Services is Now Located in Packages
In the Catalog, Services have become a part of packages. When creating a new package, you will be given the choice between a standard package as well as a labor-only package. These labor-only packages are exactly the same as existing Services.
Bug Fixes, and Performance and UI Improvements
As with every release, we've also squashed bugs and made performance enhancements to keep Cloud running smoothly! Small UI improvements have been made throughout Cloud.
Did You Know?
Did you know that you choose if you want your dashboard to be opportunity or project oriented? That's right, you can customize your dashboard experience to best fit your role and needs! We will even remember which dashboard you have selected last and show that one to you by default the next time you visit your dashboard.
dashboard
Release 51: Improved Mobile Experience and Additional Price Adjustment Features!
improved
new
Bug Fixes
TechData Integration
We are excited to announce our newest direct pricing integration with Tech Data. Tech Data dealers can now get accurate up-to-the-minute pricing on all Sony Manufacturing products they quote. As with other direct integration partners, Tech Data pricing is integrated directly into the quoting experience allowing you to set your dealer specific cost as you build your estimates. Unlike others, the integration has a new method for validating and authorizing your dealer credentials. You can read more about it here.
Mobile Improvements
The dashboard screen is fully responsive and is now similar to the desktop view. This avoids unnecessary resizing, scrolling, zooming, or panning that occurs with sites that have not been optimized for different devices.
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Product + Labor Adjustments
Maybe you have adjustments that you wish to apply to both products and labor, or perhaps you want to add an adjustment that doesn't fit into either of these categories at all. You now have the power to apply adjustments to your combined product + labor total, otherwise known as your pretax subtotal.
Adjustment Auto Apply
Do you have standard adjustments that you like to apply to every quote? You can now set saved adjustments to be automatically applied to every new quote that you create.
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Proposal Template Permissions
Admin now have greater control over who can manage proposal templates on their account. This one permission includes the ability to create, delete and edit templates, as well as the ability to change the account wide default.
Turn Off Proposal Download Button
Worried about clients looking for better deals elsewhere? You now have greater agency over your client's long-term access to a proposal by controlling their ability to download a proposal.
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Fulfillment Locations
Is your company doing business out of multiple offices? Easily specify which location an opportunity is affiliated with by simply selecting the fulfillment location when creating an opportunity.
Proposal Email Preview
Get a better idea of what your emails will look like before sending them by previewing the email with all text boxes and formatting tools removed!
Proposal Share By Link Improvements
Save time sharing your proposal, as links are now auto-generated for each of your opportunity contacts! Easily share with contacts who aren't associated with the opportunity by using our new smart search functionality.
Sync Proposal Templates
You can now sync your proposal with the most current version of the proposal template that you're using.
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Bug Fixes, and Performance and UI Improvements
As with every release, we've also squashed bugs and made performance enhancements to keep Cloud running smoothly! Small UI improvements have been made throughout Cloud.
Did you know?
Did you know that you have the ability to auto apply products and labor onto your project types? This functionality has the power to save you lots of time, as simply selecting a project type during the opportunity creation process will auto apply pre-specified products and labor onto your quotes. To add products and labor onto your project types, simply go into settings, find the opportunity section and select "project types". From there, just edit the project type and add products and labor.
Release 50: Professional Licenses and New Key Dates Feature!
improved
new
Quote
Opportunities
Catalog
Fixed Package Pricing
Improve your use of Packages in every quote while simplifying your catalog management. You are able to set a fixed package price regardless of the price of the products in the package, or, you can set the package price based on the total of price and labor of all the items in the package.
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Labor Types Interface Improvements
Viewing and using labor types within a quote is now easier than ever before! Along with several key interface changes, managing labor types and labor lines items has been simplified to make writing a quote faster and easier. See the updated article for more information.
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Quote Adjustments
You now have the power to fully customize your bottom line by applying as many adjustments as you'd like to your quotes. You can display these adjustments on your proposal individually, or as a lump sum. Have adjustments that you want to apply regularly? Save them for future use to make the quoting process even faster.
Adjustments on Proposal
Key Dates Feature
Tracking project progress has been made simpler by allowing you to view your tasks and phases at a glance on the Projects Overview page. This can give you a better idea of how each phase's progress is going and what is coming up next.
Adding a Product to Your Catalog
The "Add Product" search bar has been removed to make adding a product to your catalog less confusing. Add a Product has replaced the New Product button. Creating a new product is still located in the dropdown portion of the button.
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Plan View Image on Projects
A new shortcut has been added to easily reference your visual quote within tasks by allowing you to attach a whiteboard or plan view.
Professional Licenses
Now you can give customers more confidence in your business by displaying your professional licenses right on your proposals.
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Catalog Modal UI Improvements
Many of the catalog modals have been standardized and tweaked to allow for a smoother and more consistent experience between pages within the catalog. In addition, Brands and Suppliers now have faster access to pricing.
Bug Fixes and Performance and UI Improvements
As with every release, we've also squashed some bugs and made some performance enhancements to keep Cloud running smoothly! Small UI improvements have been made throughout, such as the relocation of the settings icon, updates to the text editor, and others as well.
Release 49: Line Item Discounts & Improved Permissions!
new
improved
Quote
Bug Fixes
Performance Improvements
Line Item Discounts
You can now offer discounts on quote line items! Create standard discounts or add them on the fly during the quoting process to win even more business! Discounts can be as a percentage or a flat dollar amount and you can even specify a range giving your sales people flexibility in the discounts they provide. Discounts can also be shown on proposals so you can make sure your customers don't forget what a great deal they're getting!
We've also added discount permissions to control who can create and edit discounts.
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Permissions Improvements
We've expanded permissions in Cloud to include delete permissions as well as discount creation permissions to give account owners more control over who can do what.
QuickBooks Desktop Purchase Orders
Improving on our recent QBD integration, you can now push Cloud purchase orders into your QBD account.
Bugs and Performance Improvements
As with every release, we've also squashed some bugs and made some performance enhancements to keep Cloud running smoothly!
Release 48: New Proposal Editor & Project Management Improvements!
new
improved
Proposal
Project Management
Proposal Updates
New Proposal Editor:
Proposal editor checkboxes are no more! We've completely redesigned the editor experience to make it easier than ever to design winning proposals.
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Section Total Display:
You can
finally
choose where you want to display the total amount for systems or locations: top, bottom, or not at all!
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Email Templates by User:
Until now, every proposal email sent by your company looked the same. Your sales people can now customize their own email content* to add a personal touch to every proposal.
*An account admin must activate this feature here.
Project Management Improvements
Batch Event Scheduling:
You can now schedule multiple events at once. Bulk create and then modify each event independently if any changes are needed.
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Personal Calendar Integration:
Event invitations sent out to your resources can now be added to any personal calendar: Gmail, Outlook, Hotmail (does anyone still use Hotmail?).
As always, we've squashed some bug and made some performance enhancements to keep Cloud running smoothly!
Release 47: QuickBooks Desktop & Proposal Improvements!
new
Integrations
Quickbooks Desktop Integration
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QuickBooks Desktop is now available in D-Tools Cloud! We've developed a custom application* that brings the power of QB Desktop to the best cloud-based integrator sales software.
*
Available for Windows only at this time
QuickBooks Desktop Documentation:
To access the Quickbooks Desktop integration, you'll need to turn on Cloud Accounting Integrations.
Cloud's accounting integrations allows you to choose between Quickbooks Desktop or Online for a small fee of $25/month billed monthly or annually. You'll have 30 days to try out the accounting integration after which the integration will be added to your Cloud subscription.
Proposal Improvements
Valid Until Date
The longer a proposal sits, the less likely you are to close a deal. You can now set an expiration date on your proposals and set up to two reminder emails to give your clients the nudge they need to sign on the dotted line.
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As always, we've made various bug fixes and performance improvements to keep Cloud running smoothly. Enjoy!
Release 46: Project Scheduling, Auto Tax Calculation, & Proposal Improvements!
new
improved
Proposal
Project Management
Integrations
This is the last Cloud release for 2021! We'd like to thank you, our users, for choosing D-Tools Cloud and for the invaluable feedback we receive every day that helps us build a better product. Happy Holidays!
Cross-Project Scheduling
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Project planning just got a whole lot easier!
  • ⚙️ Easily view, create, and edit events for all projects in one place
  • 👤 Assign any user to a project
  • 🔄 Add tasks to an event or create new ones
  • ⏱️ Schedule by time
  • 💥 Filter by project and/or resource
  • 📅 Set working days and hours
  • 🏖️ Set company holidays
  • 🚧 Create block events to show when a project site is unavailable for a period of time
Check out cross-project scheduling and let us know what you think!
Avalara Automated Tax Compliance
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Focus on growing your business, not constantly updating changing sales tax rules and rates. Through a direct integration, you can now provide your clients with fast, accurate tax calculations as part of proposal process!
Visit https://d-tools.cloud/settings/taxes to automate your taxes just in one-click!
This feature is currently only available to U.S. based users.
Proposal Improvements:
  • Quickly format the complexity of your proposals using short, medium, and long shortcuts
  • Customize section outline color
  • Customize hyperlink color
  • Customize payment terms timeline color
  • Description fonts now match the proposal font
  • Option to include the sales person's contact information in the proposal header
Bug Fixes & Performance Enhancements
As always, we've squashed some
🐛🐛🐛
and made some performance enhancements to keep Cloud running smoothly!
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