Roadmap
Changelog
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!
Release 45: Proposal Fonts & Colors, New Payment Option, and More!
new
improved
Proposal
Quote
Release 45 brings a slew of new features and functions making Cloud an even more powerful quoting tool!
Proposal Fonts & Colors!
Fonts & Colors
Match your branding with custom colors and select from nine different fonts to wow your customers and close more business than ever before!
CardConnect Payment Integration
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Collect and process payments easily with CardConnect, a leading credit card payment processor. D-Tools Cloud now offers 3 payment integrations allowing you to pick the right solution for your business.
Proposal Ordering: Drag & Drop and Rank
Drag & Drop
Rank order products to ensure they appear where you want them in every location or system. Drag and drop items to highlight the most important products in your proposals. Sort by name, price, or rank and then fine tune by dragging into the perfect position; the possibilities are endless!
Quote By Category
Category Quoting
Arrange products and view totals by category & subcategory in your quotes.
View Tasks Across Projects
Quickly find your project tasks without having to dig into each individual project. Filter by your tasks, project, assignees, and status. Sort by name, project, and target date. You can also search by task name.
Bug Fixes & Performance Enhancements
As always, we've squashed some
🐛🐛🐛
and made some performance
enhancements to keep Cloud running smoothly!
Release 44: Import/Export Clients & Contacts and More!
new
improved
Proposal
Clients and Contact Import
Getting your CRM data into Cloud is now easier than ever! Export your client and contact data from anywhere and import it directly into your Cloud account for faster quoting.
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You can also export your clients and contacts to a CSV file so you can utilize them in your marketing tools.
Proposal PDF Improvements
We've made some improvements to the proposal PDF formatting to give it a cleaner, more professional look. These include:
  • Cover page - A reorganized cover page with separate sections for company and customer information
  • Page breaks - each section of the proposal now starts on a new page making it easier for your customers to find the information they need most
  • Product divider lines now stay where they belong: around your products. No more stray lines at the top and bottom of the product sections!
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Bug Fixes & Performance Enhancements
As always, we've squashed some
🐛🐛🐛
and made some performance
enhancements to keep Cloud running smoothly!
Release 43: Opportunity Improvements, Performance Enhancements, and Bug Fixes
improved
Quote
Opportunities
Bug Fixes
Performance Improvements
Focused Opportunity Creation
Opportunity creation has been streamlined to help ensure you don't skip entering important information.
Change Order Improvements
We've made it easier to update quantities on change orders. You no longer have to delete existing products or search for the same product to add more.
Simply click the product you want to update, select 'Change Quantity' next to the quantity section in the side menu and entire the new quantity - we've automated the update for you!
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Quote MSRP Sync
Made an edit to a product's MSRP to play with pricing and need to get get it back? Now you can, simply re-sync and the MSRP will be set back to the D-Tools Cloud catalog MSRP value.
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Performance Enhancements & Bug Fixes
As always, we've optimized some code
🚀
and quashed some
🐛🐛🐛
to keep Cloud running smoothly!
Now Available: Stripe Integration!
new
Now Available: Stripe Integration!
The team has been working to expand the options available to you for collecting deposits from your customers. We are happy to announce that an integration with
Stripe is now available.
Account Owners can find setup for enabling Stripe in the
Manage Integrations
section of the D-Tools Cloud Settings. Once you have completed the Stripe setup and created your Stripe account, the integration will automatically be enabled in D-Tools Cloud and you can start accepting deposits!
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Currently our Stripe integration only supports
Credit Card payments
but we are working on enabling
ACH payments
once Stripe's ACH payment feature is
no longer in beta.
In addition to our Stripe integration, we have improved the experience for when users accept and sign a proposal and provide payment.
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Look for updates here and, as always, we welcome and appreciate your feedback.
Release 42: Project Management UI Improvements
new
improved
Project Management
More Efficient Project Management
We've created a new unified Project Management interface to help you get where you need, and get the job done, in fewer clicks:
  • Quickly manage your project in one click from the Projects Kanban Board.
  • Manage every aspect of your project via a single unified interface.
  • Manage your project plan, schedule and time keeping via the Project's "Plan" menu item.
  • Item (Products) status list, change orders and project payments can be accessed from the dashboard or the "Details" menu item.
  • Manage your attachments and view project your activity via dedicated menu items.
  • View both key project and project planning metrics into a more insightful dashboard.
Let us know what you think!
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Release 41: WYSIWYG Proposal Editing, Performance Improvements, and Bug Fixes
improved
Proposal
WYSIWYG Proposal Editing
What you see is what you get! You can now 'live' edit your proposals, no more toggling back and forth between edit and preview modes!
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As always, we've made various bug fixes and performance improvements to keep Cloud running smoothly. Enjoy!
Release 40: Project Task Templates, Project Time Tracking CSV Export, and Bug Fixes
new
improved
Bug Fixes
Project Management
This release includes a host of feature updates to help you work more efficiently on projects.
As always, we've also made various bug fixes and performance updates to keep Cloud running smoothly. Enjoy!
Project Task Templates
Task templates save time by allowing you to save tasks groups and task sets as a template to be applied to future projects, goodbye tedious manual entry! You can also save tasks on a current project as a template to be used elsewhere, no need to recreate them to use this new feature.
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Create a Template
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Apply a Template
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Project Time Tracking CSV Export
You can now export hours clocked by employees in project plan time tracking. This can be done for a single project in the Time Tracking tab or across multiple projects by navigating the the main menu Reports tab and selecting 'Time Entries' from the dropdown.
Release 39: Stay Signed In and Bug Fixes
improved
fixed
Proposal
Project Management
Stay Signed In
Simply check the 'Keep me signed in' box at login to stay signed into Cloud for up to 14 days.
Bug Fixes
We've made several performance enhancements and fixed a few bugs related to the new Project Management feature
We fixed a bug that was requiring clients to sign in to Cloud to view and download proposals
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