Docusign, Hellosign, Adobe E-Sign support.
Our company has multiple lines of business, and the D-Tools customer portal isn't an option for us. The ability to utilize other e-signature platforms natively would be ideal. Alternatively add an API to the Customer Portal to allow integration with another platform.
Contact Roles on project
The ability to assign a "role" to a contact added to a project (primary, project manager, billing, technical). This way we know who to contact for various things.
Pricing and Margin controls
Being able to set a minimum margin on products to prevent the sales team from going below without special permission.
Search custom fields in projects
we would like to search for product custom fields in the project window
when typing in a new manufacturer
Instead of throwing an error to select the manufacturer from the list, give a "Do you wish to add "Manufacturer?" as a prompt. Also if I have typed in something that isnt in the list, and click *new*, dont throw that error again, pop up the new dialog prepopulated with the vendor i typed in.
View Tasks filtered by Resources
We need the ability to see the tasks filtered out by users inside of SI. A setting to allow users to only see their tasks would be great. Currently we can't apply a filter based on a resource within the task explorer.
Custom Dash Boards!!!!!!!!!!
Every company needs this. A cloud dash board for Project managers and Managers to quickly see all of the projects with percentage of hours used per phase along with how over or under budget the job is. The whole point in using Dtools is to run more efficiently as a company. How can you know if you need to adjust things if you can't easily see where you are on all of the jobs in realtime?
OFE Designation on Drawings
Blocks for OFE equipment inserted into Visio drawings (particularly Schematic View) should have a designation on them that indicates they are OFE, so the techs know. Currently I am adding this by hand, but it should be automated.
In Service Plans, the ability to see the balance of hours as a column/field.
This would help when there are several service plans and users needs to glance over the balance of hours (or hours used) right on the service plan grid.