FAQ

A regularly curated list of the most commonly asked question by Cloud customers.

23 articles in this collection
Written by Andriy and Kimberly Hirsch

Reports tab

Sales Report, Sales Forecast

Written by Andriy
Updated over a week ago

Why am I not receiving email notifications?

There are many reasons why you might not be receiving email notifications

Written by Kimberly Hirsch
Updated over a week ago

This feature is not included in your QuickBooks Online essentials subscription

QuickBooks Online, Essentials Subscription

Written by Andriy
Updated over a week ago

Select multiple or all products

Shortcuts to help you select all products or a select few on a quote or change order

Written by Kimberly Hirsch
Updated over a week ago

Avalara Tax Integration

Automated Tax Compliance

Written by Andriy
Updated over a week ago

How to report a Bug?

Bug report, Bug

Written by Andriy
Updated over a week ago

Capturing Tariffs

Written by Andriy
Updated over a week ago

D-Tools Cloud and its Complying Countries

D-Tools Cloud is web-based so technically works anywhere, but right now it is tailored for United States and Canada

Written by Kimberly Hirsch
Updated over a week ago

Does D-Tools Cloud support multiple currencies?

Can I change the currency in D-Tools Cloud?

Written by Kimberly Hirsch
Updated over a week ago

Why doesn't the "Create User" button work when creating an account?

Creating a user appears unnresponsive when creating a new account during registration.

Written by Kimberly Hirsch
Updated over a week ago

Why does Cloud never seem to load?

Ad blockers may be preventing you from accessing Cloud which freezes the application in a never-ending loading state.

Written by Kimberly Hirsch
Updated over a week ago

Quoting and Proposals

How do I share a proposal with a Customer?

Turning a quote into the perfect proposal to share with your customers

Written by Kimberly Hirsch
Updated over a week ago

Exporting Data from D-Tools Cloud

Export, CSV, Excel

Written by Andriy
Updated over a week ago

How can I hide the item price on a proposal?

Hiding item price

Written by Andriy
Updated over a week ago

How can I add a Scope of Work?

Adding a Scope of Work

Written by Andriy
Updated over a week ago

How can I set a Price Adjustment on a Quote?

Price Adjustment

Written by Andriy
Updated over a week ago

Catalog

How do I create a Package inside D-Tools Cloud?

Written by Andriy
Updated over a week ago

How do I add or change a picture on an item (product, service, package, or allowance)?

Add or swap out images on products, services, or allowances in your catalog to remove the default box image in the proposal.

Written by Kimberly Hirsch
Updated over a week ago

Can I import my Catalog from D-Tools SI?

Is there a migration option for D-Tools SI customers?

Written by Kimberly Hirsch
Updated over a week ago

Can I create my own Categories?

This page explains how to add/edit Categories.

Written by Kimberly Hirsch
Updated over a week ago

What are Products, Labor, Allowances, Packages, and Services?

The differences between products, allowances, and services in the Catalog

Written by Kimberly Hirsch
Updated over a week ago

Ordering

Can you split an item with quantity >1 into multiple items when you order?

I have a line item with quantity 4, but only want to order 2. Can I split them up to order half of them?

Written by Kimberly Hirsch
Updated over a week ago

Can I send purchase orders directly from D-Tools Cloud?

I don't want to export a PDF and then send from my own email. I want to send purchase orders directly from Cloud.

Written by Kimberly Hirsch
Updated over a week ago