Feature Requests

Would like the buttons at the top of the project editor to check in and check out a project when opening the project with the Visio drawing.

We have a OFE option, and one non-billable option. Do we need another option which says the product price is included in the quotation

Our ERP (NetSuite) has the ability to invoice shipping as a percentage of the product cost. But it treats physical product differently than non-physical product (licenses, etc.). We need a way to have our D-Tools quote what will automatically be invoiced to the customers in NetSuite.

When creating a new product/wire, it would be nice that it declined duplicates based on Part Number instead of name. A simple spacing in the name is enough for D-tools to allow two identical products with identical Part Numbers to exist.

The ability to create a schedule for a ticket to be created on a schedule, or some other rule, would be really helpful. We provide an ongoing service plan to some clients and each month will send out a report or check through their systems as a form of maintenance. At the moment we simply clone the previous ticket, it would be helpful if we could set it up to autogenerate at the start of each month, week, or whatever might be available as options for this.

Could we please have a feature where payments terms can be set to a client. Then, when a new project is created and a client is assigned to that project, the payments terms in the project would be automatically filled in to match what is set to the client.

It. Would be nice to have additional fields for change orders (eg. Quoting and submitted ).

A small number or indication option with option to hide it, which shows number of sheets this particular product is on.

Please provide the select all or deselect all checkboxes options everywhere the checkboxes are used. One example is when replacing product, in then options tab

My question is how I can select and copy accessories from a product, like a projector, to a new projector that was added to the catalog that has no accessories. I see in the Accessory window of a product there is a "paste Items" that is to the right of the "Add Products" and next to the "Delete" when an item is selected. After contacting the Cloud Team I was told that we can only copy from the Catalog and past into the Accessories that way. But you have to search for items separately which it not an easy way to do it. I would like to request a way to copy Accessories from one product to another as it is an easier way to grab all accessories form a similar item then to go and search for those items in the catalog individually. What do you think about that as a value-added feature? Let me know. Eric