CloudLink Ideas Portal

9 Vote

Agmt. Editor mapping to all addresses associated with Customer record

There are many rules driving more accurate information on our documents...CQI, Revenue Recognition rules & the new Cat Financial rules requiring a street address. To this end, Agmt. Editor in iQuote needs some remapping to allow access to the ...

Created 04 May 17:52 by Mike Love

iQuote / Dealer Idea

5
9 Vote

Add Customer Email Address to Agreement Editor Section of the Quote

Caterpillar is requiring email addresses for loyalty surveys and many other items. We need to be able to collect email addresses in iQuote on the sales order. Right now, in the Agreement Editor section of the quote we require the Customer Contact ...

Created 30 Aug 16:13 by Tony Lucini

iQuote / Dealer Idea

2
5 Vote

Mandatory fields in an opportunity is not the same in iQuote

When creating a new opportunity in iQuote (quote creation process) there are the following fields that is not mandatory in iQuote that is Mandatory in Sales Link Branch Description Industry CodeIf the quote is won in iQuote can the status of the o...

Created 25 Feb 23:07 by Daniel Matthews

iQuote / Integrations

4 Needs more votes
8 Vote

Make Standard Extras dealer manageable & add to Model Admin

Currently, if I want to add a standard extra it has to go through the helpdesk which takes up Uptake support resources and doesn't happen as quickly as we'd like it too. It would be nice to allow the dealer to add/deactivate these as needed. Since...

Created 02 Mar 22:39 by Kelly Kotara

iQuote / Dealer Idea / User Experience and Useability

1
8 Vote

Model Admin Improvement to handle CAT changes

To help with some challenges we are having w/ model admin due to CAT's recent nomenclature changes: add column/ability to deactivate a model (either base or display) so it will no longer show up on the drop down menus add a column/ability to assig...

Created 02 Mar 21:59 by Kelly Kotara

iQuote / Dealer Idea

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
7 Vote

Enable dealers to upload local items in the UI

Currently, when a dealer wants to upload a new local items file, they have to submit a ticket, which is frustrating for the customer and uses scarce internal resources.

Created 28 Jul 16:51 by Peter Le Mare

iQuote / New Functionality

3
8 Vote

Retain Quote Editor and Agreement Editor Component changes when we change the Configuration of a quote

We are encountering a poor user experience in iQuote when changes are needed to the Configuration of an existing quote. These changes can often be very minor eg adding an additional standard job. The rep has already invested time in the Compon...

Created 15 Oct 04:48 by Michael Green

iQuote / New Functionality

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
8 Vote

Multiple Units on one agreement

On most deals we will sell a combine and tractor on the same quote/agreement. Since moving over we have to get a customer to sign multiple agreements, which can be a nuisance for the customer.

Created 13 Mar 16:23 by Carl Alexus

iQuote / New Functionality

0

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