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
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
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
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
2 Vote

Limit of Rental inventory attachments in iQuote

Definition: Currently it is hard coded in the system to show only two attachments for rentals. We should have the ability to show more than 2 attachments for rentals. Reasoning: Currently it provides an incomplete accounting of all the attachments...

Created 28 Aug 15:42 by Andreas Kanitz

iQuote / Dealer Idea / New Functionality

0 Needs more votes
2 Vote

API to eviz for RTS Dates, Backorder Dates, etc.

There should be more key date fields in COTI for delivery date changes that Caterpillar is currently sending to eViz. Accenture is working on getting this information updated to DBS. I know Warren is not the only dealer asking for this functionali...

Created 16 Feb 21:29 by Sara Drainer

iQuote / New Functionality

0
2 Vote

Status of a Won Order to Default Based on the Inventory Account and Payment Terms (if RPO)

All of our inventory is housed in iQuote. The Status of a won order should be able to be mapped to default to a New Sale, Used Sale, Rental Sale, URPO, or NRPO based on the inventory account.

Created 16 Feb 21:26 by Sara Drainer

iQuote / New Functionality

0 Will not implement
2 Vote

iQuote idea on EMBEDDING LINKS IN QUOTE DOCUMENT,

IDEA: Have the option to Embed Links in the Quote Document for links to various sales support material such as: CAT Website, Machine Specalog, Warranty Coverage Types, CVA specifics, Dealership, Credit App, Value Statement, *Current Promotions, an...

Created 14 Oct 21:15 by Ryan Stevenson

iQuote / Dealer Idea / New Functionality

2 Needs more votes

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