D-Tools System Integrator Ideas Portal
When selected, it should automatically calculate the total of all products and materials, including applicable sales tax, and make that amount due upon proposal acceptance.
The remaining balance should automatically be assigned to “Job Completion.”
Currently, I have to manually calculate the parts total, select “Use Fixed Amount,” enter the deposit, and then enter the remaining balance under “Job Completion.”
Automating this would save time, reduce calculation errors, and update the payment amounts whenever the proposal changes.
Portal.io has this feature
example attached:
