CloudLink Ideas Portal

1 Vote

Add "exception based" Customer A/R visibility when creating quotes.

We had a suggestion from our sales reps and credit department to possibly add visibility to a customers A/R balance (possibly) exception based so that when they are creating a quote, they can work in any funds owed in the the machine deal.

Created 05 Jul 14:21 by Mike Love

iQuote / New Functionality

2
1 Vote

Add additional attachment/work tool pricing configuration

We would like to see an enhancement to iQuote, or a configuration added that allows you to pull in attachments from inventory, or Cat Price List and give the user the ability to add a sales price that will show on the quote so they can be itemized...

Created 05 Jul 14:17 by Mike Love

iQuote / New Functionality

0

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