CloudLink Ideas Portal

3 Vote

Auto tag customer account as Governmental

In the CL version of iQuote, you can auto tag the customer being quoted by adding a code in DBS to identify the customer as a Corporate Account. It would be nice to do the same think for Governmental customers. Governmental customers and quotes re...

Created 25 Apr 19:04 by Mike Love

iQuote / API, Data or Reporting

4
2 Vote

Ability for Admins to configure signature for iQuote Users

Currently, signatures in iQuote must be configured by each user themselves. The ability for Admins to to set these signatures by user would be useful for consistency and on-boarding of new employees.

Created 30 Apr 00:49 by Dylan Lightfoot

iQuote / Dealer Idea / New Functionality

0 Needs more votes
2 Vote

Have the Estimated Delivery Date in the Quote auto update the Estimated Delivery date in the Opportunity when either of them are updated

No description provided

Created 01 Mar 17:05 by Lori Ciccarelli

iQuote / Dealer Idea

0
3 Vote

Ability to Filter down Inventory List

Our sales reps have provided us with the idea to filter down the inventory list in iQuote. Each column anywhere the inventory list populates would have the filter capability so they could narrow down what they're looking for (Eq Status, not on agr...

Created 16 Jan 17:22 by Kelly Kotara

iQuote / New Functionality / User Experience and Useability

0
3 Vote

Ability to click one button, enter a stock/serial no. and go direct to the quote header screen. (Quick Quote Button)

Many times, our reps already know the stock no. of the unit they need to quote from other inventory modules. they then have to go into iQuote and search again through the hierarchy. It would be so much simpler if they was a quick quote button wher...

Created 05 Jul 14:50 by Mike Love

iQuote / Integrations

1
2 Vote

Add More Flexibility to Options and Bundles - ie. Filter by New and Used Quotes

I would like to see more flexibility to the Options and Bundles functionality. We really need to be able to filter by new and used so that we can have options/bundles only apply to New and or Used quotes. An example for New is the GCI National Pro...

Created 16 Oct 17:23 by Tony Lucini

iQuote / Dealer Idea

0
2 Vote

Need to be able to assign prices by additional levels within division

Additional flexibility of pricing is needed within division. Should consider additional pricing by status and/or inventory account number.

Created 13 Aug 16:22 by George Norton

iQuote / Dealer Idea

1 Needs clarification
2 Vote

When submitting a quote, a follow-up activity should be automatically pushed into SalesLink

When submitting a quote, in addition to a quote submission activity being created, a follow-up activity should be automatically pushed into SalesLink. This will create the necessary reminder to the MSRs.

Created 23 Jul 00:51 by Justin VAhlborn

iQuote / Dealer Idea

0
2 Vote

iRents Programming - ability to quote RPO conversion scenarios

This idea is in response to the request by our rep, Kari Cannaday, for ideas for programming in common between iRents and iQuote. We have been working with IRS to put RPO conversion programming in our iRents software. The suggestion came up during...

Created 30 Mar 19:29 by Kelly Lumley

iQuote / Dealer Idea

0
2 Vote

iRents Programming - visibility to group reservations in iQuote

This is a follow-up to the onsite meeting with Kari Cannaday at our dealership on 1/30/20. Now that IRS and Uptake are working on a collaboration of ideas for their products, we would like to see visibility to the group reservations in the iRents ...

Created 30 Mar 19:26 by Kelly Lumley

iQuote / Dealer Idea

1

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