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1 Not supported for the current status
Created by Guest
Created on Jan 8, 2026

More flexible, AI-assisted proposal/reporting engine (competitive gap vs Xten)

We would like a more flexible and modular proposal/reporting engine, including:

The ability to define proposal structure independently from line-item layout

Modular sections (narrative, scope, phases, systems, summaries) that can be rearranged or included/excluded per proposal

Client- and project-specific proposal variants generated from the same estimate

Optional AI-assisted features, such as:

Narrative and executive summary generation from estimate data

Phase- or system-level summaries

Automatically tailored proposal versions for different stakeholders

Platforms like Xten are attractive specifically because of their modern, flexible proposal experience. Closing this gap in D-Tools — without compromising its operational strengths — would significantly improve client-facing deliverables and reduce the need to evaluate alternative tools.

    Not supported for the current status
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