Reorder products within rooms so that the key product like a TV is at the top and then descending order of importance.
Be able to change the positioning of equipment on quote during the building phase.
Hello everyone! Today we released a beta of our new sort option which allows you to manually set the order in which items are displayed in your proposals. To access this feature, choose the new "Display Order" sort option in the Product section. Using the "Set item display order" button you'll be able to rearrange items to your liking for display in the proposal.
We released this as a beta with limited functionality to get your feedback on the capability while we work on building out the functionality further. Below are some of the things we are working on next.
- Apply the sort you set in one proposal to other proposals. Today the sort is specific to that proposal only.
- The ability to suggest a sort for new items based on items within the same category that you sorted in the past.
- Include the sort functionality directly into the quote so that changes in sort made in the quote are automatically reflected in the proposal.
These are some of the things we are working on but we'd love to hear your thoughts on how we could improve this feature! When you get a chance, head on over to D-Tools Cloud and let us know what you think here.
Yeah. We don't need to "sort" them so much as just drag them to where we want them. I think you guys would be wasting valuable time creating this "sorting". Just let us arrange them in the order we want.
Thank you the update.
I single handledy have not bought on to your product because of no reordering option. Your roadmap is so strange. Such a simple feature you guys have been so slow to fix. Im surpised its still not resolved yet. Come On D Tools!
Hello everyone!
I wanted to give a quick update on this request. I'm excited to announce that in today's release we included the option to sort items by price, placing the more expensive items at the top or bottom of your lists. This is just the beginning, I am also happy to report that work is currently underway to bring item-level sorting to D-Tools Cloud and we look forward to releasing this soon.
Thank you for the feedback and let us know what you think of the update!
Would like the ability to Arrange Products in a Quote to their liking as well as have the ability to move from Location/System to Location/System without Copying and Deleting.
I wish we could drag around line items within the quote to reorganize like you can Locations
Hello everyone! I wanted to provide a quick update on this feature request. We will be including an option to sort the products section of the proposal by unit price (high to low OR low to high) in an upcoming release. I'll update this post as this feature makes its way to Cloud.
For those who need more control over the order in which items are displayed, we are still working to make it possible for you to set the display order of items by arranging categories and/or items. If you fall under this category, we'd like to hear from you! We would like to know if you would like this to be set globally on the Quote or something you could do on a location and/or system basis? We look forward to hearing from you!
@Hunter - D-Tools Cloud PM: Thank you the update.
I single handledy have not bought on to your product because of no reordering option. Your roadmap is so strange. Such a simple feature you guys have been so slow to fix. Im surpised its still not resolved yet. Come On D Tools!
Hello everyone! I wanted to let you know that we are working to include this feature soon! Thank you for voting and we'll keep you updated on our progress here.
To add to this, users would also like the functionality to sort Products within a Quote vs just within the Proposal.