Roadmap
Changelog
Production Release (6/20/19)
new
improved
fixed
Catalog
We've added short descriptions to Packages, Allowances, and Services.
Purchase Orders
Purchase orders now have a new "Partially Received" stage. This allows you to keep track of those purchase orders which contain a mix of received and unreceived items.
Proposals
With this release, you can enable our new Google Contacts integration and take advantage of our updated QuickBooks Online integration to seamlessly search for contacts across all platforms when sharing a new proposal!
Project
There is a new report in the Project's Quote that allows you to download a simple PDF designed for installers. You can find this under the Quote's "more" menu in the header.
Quote
You can now edit the "Client Supplied" state for multiple items at once. After selecting multiple items, our multi-select sidebar now includes this option at the bottom.
There is a new report in the Quote view that allows you to download a simple PDF designed for installers. You can find this under the Quote's "more" menu in the header.
Opportunities
We added a view dropdown to the header of the Opportunities area to make it easier to view opportunities owned by other folks in your organization.
Projects
We added a view dropdown to the header of the Projects area to make it easier to view projects owned by other folks in your organization.
Account Owner
You can now change the account owner from the Settings area.
Performance
Our team has been architecting performance improvements for D-Tools Cloud and this release includes a number of enhancements to the Opportunities, Opportunity, and Quote areas. We plan to include additional improvements to increase the performance of the application in our next two builds.