Release 57: In-App Chat & Change Order Payment Collection
Real Time Chat
Got a question for the engineering team about the quote you are working on? Need to share a photo from the job site and get advice on a tricky problem? Maybe you just want congratulate the sales team on closing another deal. Whether you are in the field or in the office, stay in constant contact with team members using real time chat! Create one-on-one and group chats, attach files, send voice messages, and manage conversations for more efficient communication and collaboration everyday and on every project.
TalkJS Demo(Desktop view)
Collect Change Order Payments
Easily collect a payment as soon as your client accepts and signs a change order! This feature works with our payment integrations and will look and feel exactly like the deposit collection experience on a proposal. This is part of an ongoing effort to provide a complete suite of payment collection functionality that you will be able to utilize throughout your entire project process!
CO Payment Collection
Customize Proposal Reminder Emails
You now have the ability to customize the text of proposal reminder emails that are sent to your clients. This text will be the same for all reminder emails that you send out, so we recommend making use of our new autofill data tags to give these reminders a personal touch.
Custom Reminder Emails
Autofill Data Tags for Emails
Make your emails a little more personal with our new collection of data tags! These tags include client & contact names, proposal specific information and a variety of opportunity and project owner fields. You can view and select these tags by typing the @ symbol within the email editor and save them to your templates.
Data Tags
New Kanban Sort Options in Opportunities
Get the most out of your Opportunities board! You can now sort by the highest priority or highest value opportunities in your workflow.
Catalog Update Notification
Worried that you might miss out on important catalog updates before sending off your proposals? We now have an additional alert within your quote that will remind you of available updates!
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Updated Installer Report
The Installer Report now makes it easier to rapidly identify an item's status. The color on your Item Status page will now match the status on the Installer Report.
New Permission Based Filters for the Dashboard
Now, you can simply switch between the All Projects or All Opportunities filters. This is a terrific approach to quickly check the status of your opportunities or projects.
Updated Create Purchase Order
Purchase orders can be made using a new, more conveniently located button on the item status page.
Release 56: Client Selectable Options & Training Hours
Client Selectable Options
Sell more by adding on optional items to your proposals! Any item, package, package item, labor line item or accessory can be marked as optional as you put together your quote. These optional items will be displayed on your proposals, but not included in quote totals until they are selected by your client. You have the ability to display these optional items as a group at the end of each system or location, or you can ungroup these optional items so that you can display them with the rest of your products in whatever order you wish. If the items are selected by your client, they will be automatically added to the corresponding project once the proposal is accepted.
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Purchase Training Hours
Need some additional training? Now you can purchase training hours within settings to schedule one-on-one time with a dedicated Customer Success Manager to get some advanced training on best practices, tips & tricks, and more.
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Download Current BOM
Easily share the latest status of your job with your client by sharing the updated bill of materials! This will look exactly like your original proposal, but will be updated to reflect any change orders that have been made. This will give your client a clear and concise view of the current scope of your job without needing to open several different documents!
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Opportunity Priority
Some opportunities are more time sensitive than others. You can now distinguish between critical, high, medium and low priority opportunities. Easily set the priority when creating the opportunity and filter to see those of a certain priority on the opportunity dashboard.
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Download Proposal Attachments
You now have the ability to download a zip file containing all attachments that have been added to your proposal.
Package Items
Your workflow is made a little easier and a little quicker by now being able to see how many items are in a package in the Catalog.
Improved Wirepath User Experience
We've made some small but impactful improvements to our Wirepath feature. It's now easier to set the scale measurements for your drawing and manipulate and draw paths on the page. You will find new tools in the drawing palette for easily switching between editing your scale ruler and drawing new paths. New handles on the wire path make drawing and editing the paths much easier than before.
Release 55: Package Alternates & Proposal Improvements
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.
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
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.
Schedule GIF
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!
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!
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.
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.
Release 51: Improved Mobile Experience and Additional Price Adjustment Features!
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.
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!
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.
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!
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!
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.
Section Total Display:
You can
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.
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!
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