CloudLink Ideas Portal

1 Vote

Config setting to show Standard Job "Notes" in iQuote?

We are starting to use Std. Jobs in iQuote for common attachment install jobs. Is it possible to have the notes show as they do in PSQ? See screenshots attached.

Created 28 Jul 13:06 by Mike Love

iQuote / Dealer Idea

2
1 Vote

Reservation Request - use date range to notify users and admin.

To ensure users and admin keep details up to date in both DBS and iQuote an email prompt based around the dates set for the reservation request. As these dates are not linked to DBS then it would be helpful to have notification of expiring reserva...

Created 26 Apr 23:31 by Darren McAllister

iQuote / Dealer Idea

0
1 Vote

Add list price to iQuote machine listing screen

All information will to determine quote will be then available on one screen.

Created 25 Mar 19:53 by George Norton

iQuote / Dealer Idea

2 Needs more votes
1 Vote

Build in ReOpen Quote Request into iQuote

We'd like to see the request to reopen a quote or opportunity built into the common tasks menu in iQuote that would go to iQuote Admin (or a dealer determined list of people). Ideally there would be a reason for quote to be reopened be cause in so...

Created 12 Mar 19:26 by Kelly Kotara

iQuote / Dealer Idea / Integrations

0
1 Vote

Make the ability to create a quote from iQuote Configurable

We'd like to see the ability to turn off the ability for Sales Reps and Power Users to create quotes straight from iQuote. This has been a struggle for us to properly drive the Sales Management Process, if they could only create quote from a Sales...

Created 12 Mar 17:01 by Kelly Kotara

iQuote / Dealer Idea

1
1 Vote

Mandatory field in SalesLink not in iQuote - Reason for win

When winning a deal in iQuote there is so "reason" for the win which is mandatory in SalesLink User has to go back to Opportunity and update details. It would be helpful to have this in iQuote to save a step in the process.

Created 04 Mar 23:21 by Darren McAllister

iQuote / Dealer Idea / User Experience and Useability

0
1 Vote

Reservation Requests Distributed by Region

When a sales rep puts in a reservation request it would be helpful for that request to be sent directly to their specific sales coordinator instead of getting sent to ALL coordinators.

Created 21 Jan 23:33 by Danielle Ricketson

iQuote / Dealer Idea

0
1 Vote

Have the ability to manage Principle Work Codes (PWC) by division so when scoring machines/work tools the correct PWC for Power Systems vs Machines are being selected by the Rep

No description provided

Created 08 Dec 17:03 by Lori Ciccarelli

iQuote / Dealer Idea

0
1 Vote

Auto populate FPC and Compatibility Code details from the quote when lost or no deal

When completing the competitor header after losing or no deal, there are fields relating to the FDC and Model that need to be completed. It would be more efficient if the admin or rep closing out the quote not to have to populate this data when th...

Created 19 Oct 03:09 by Darren McAllister

iQuote / Dealer Idea

0
1 Vote

Add ability to default tax or dollar amount fields on the RPO agreement page

The tax and dollar amount fiels on teh RPO Agreement page should be able to be defaulted like they can on the payment terms page in iQuote. Currently, they are free form fields, not fiels that look at a table. This would help the sales reps save t...

Created 28 Sep 17:57 by Kelly Kotara

iQuote / Dealer Idea

0

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