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FAQ

FAQ

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

Andriy avatar Kimberly Hirsch avatar A
24 articles in this collection
Written by Andriy, Kimberly Hirsch, and Ashok P

Reports tab

Sales Report, Sales Forecast, and Time Entries Reports
Andriy avatar
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
Kimberly Hirsch avatar
Written by Kimberly Hirsch
Updated over a week ago

This feature is not included in your QuickBooks Online essentials subscription

QuickBooks Online, Essentials Subscription
Andriy avatar
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
Kimberly Hirsch avatar
Written by Kimberly Hirsch
Updated over a week ago

Avalara Tax Integration

Automated Tax Compliance
Andriy avatar
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  
Andriy avatar
Written by Andriy
Updated over a week ago

Capturing Tariffs

Tariffs
Andriy avatar
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
Kimberly Hirsch avatar
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?
Kimberly Hirsch avatar
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.
Kimberly Hirsch avatar
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.
Kimberly Hirsch avatar
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
Kimberly Hirsch avatar
Written by Kimberly Hirsch
Updated over a week ago

Exporting Data from D-Tools Cloud

Export, CSV, Excel
Andriy avatar
Written by Andriy
Updated over a week ago

How can I hide the item price on a proposal?

Hiding item price
Andriy avatar
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
Andriy avatar
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
Andriy avatar
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.
Kimberly Hirsch avatar
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?
Kimberly Hirsch avatar
Written by Kimberly Hirsch
Updated over a week ago

Can I create my own Categories?

This page explains how to add/edit Categories.
Kimberly Hirsch avatar
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
Kimberly Hirsch avatar
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?
Kimberly Hirsch avatar
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.
Kimberly Hirsch avatar
Written by Kimberly Hirsch
Updated over a week ago