CloudLink Ideas Portal

1 Vote

Competitive sell price logic change to accommodate multi-currency quotes

The competitive sell price is populated by default using logic that currently works best for mono-currency quotes. This enhancement will update the logic so that the competitive sell price is Foreign currency Sell Price converted to local currency...

Created 20 Mar 16:20 by David Vuong

iQuote / New Functionality

0 Planned - to be scheduled
10 Vote

Link the sales model (price model) in iquote to the equipment in DBS using the price model not display model for new machines

Change the mapping when iQuote maps to the equipment in DBS to map using the price model and not the display model for new machines

Created 07 Sep 02:24 by Mark Knight

iQuote / Integrations

6 Needs more votes
12 Vote

Show Future Programs as Options when Selecting Future Delivery date

When quoting with an estimated delivery date in 2022 iQuote does not pull in the 2022 programs. It only shows 2021 available.

Created 13 Dec 15:43 by Joseph Abbas

iQuote / Dealer Idea / New Functionality

6 Planned - to be scheduled
6 Vote

Control whether price increase adjustment applies to all machines and work tools quoted

Within Cloudlink Console the ability to have a master switch on and off price increase amount(s) for ALL machines and work tools quoted. This includes new, used, pricelist, on order, inventory, DBS configuration, Cat configurator, etc.

Created 14 Mar 21:43 by Fallon Foale

iQuote / New Functionality

1
4 Vote

Have iQuote Signed Sales Agreement and Predefined Documents Flow into COTI

We would like to mirror the way our uploaded documents flow into COTI for the Signed Sales Agreement and Predefined Documents under the documents tab in iQuote.

Created 09 Sep 17:54 by Fallon Foale

iQuote / Integrations

0
2 Vote

Support for standard and custom credit claims in non-default currency in iQuote

No description provided

Created 22 Nov 15:32 by David Vuong

iQuote / New Functionality

0 Planned - to be scheduled
4 Vote

Quote Editor Customizable Formatting

Within iQuote, to control formatting options in the Quote Editor like a word-type template with HTML enhancements. Such as changing font size, choose different fonts, change positioning of paragraphs and being able to save customized quote templat...

Created 04 Mar 22:04 by Fallon Foale

iQuote / New Functionality / User Experience and Useability

1
3 Vote

Activate Documents Tab with New Quotes

The CVA Bot needs to locate new opportunties based off the active Documents tab in quotes. This would be nice to have it activated as soon as a new quote is added to the system.

Created 06 Dec 17:24 by Fallon Foale

iQuote / User Experience and Useability

0
2 Vote

Integrate iQuote with a payment gateway to simplify deposit payment

Integrating a payment gateway (like Texada Pay) with iQuote would allow customers to sign a quote digitally via DocuSign and be directed to pay a deposit.

Created 13 Sep 15:39 by David Vuong

iQuote / Integrations

0 Needs more votes
4 Vote

"Finance Specifications" section in Model Admin to have Financing terms populate in iQuote .

This idea would include both the Model Admin and iQuote Workspace. The Basic idea would be to add a "Finance Specifications" section in Model Admin to have Financing terms populate in iQuote. This would function similarly to how the "warranty spec...

Created 17 Feb 20:59 by Ryan Stevenson

iQuote / New Functionality

2 Needs more votes

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