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FAQ
FAQ
A regularly curated list of the most commonly asked question by Cloud customers.
A
24 articles in this collection
Written by
Andriy,
Kimberly Hirsch,
and
Ashok P
Reports tab
Sales Report, Sales Forecast, and Time Entries Reports
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
Cloud Dashboard
Use the Cloud Dashboard to track your Sales pipeline and Project Execution plans
A
Written by
Ashok P
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?
Get in touch with D-Tools Support to report Bugs you see in D-Tools Cloud
Written by
Andriy
Updated over a week ago
Capturing Tariffs
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
What are my options for sharing Proposals with Customers?
Explore the options to share Proposals online and offline 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 set a Price Adjustment on a Quote?
Add discounts or upcharges as Price Adjustments in Quotes
Written by
Andriy
Updated over a week ago
Catalog
How do I create a Package inside D-Tools Cloud?
Explore all the ways to create packages for Products and Labor used in the projects
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, and Packages?
The differences between products, allowances, and packages in the Catalog
Written by
Kimberly Hirsch
Updated over a week ago
Ordering
Can I track shipments from D-Tools Cloud?
Track your shipments delivered against Purchase Orders directly from D-Tools Cloud
A
Written by
Ashok P
Updated over a week ago
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 send a PDF of the Purchase Order from my own email. I want to send Purchase Orders directly from Cloud.
Written by
Kimberly Hirsch
Updated over a week ago