CloudLink Ideas Portal

10 Vote

Link the sales model (price model) in iquote to the equipment in DBS using the price model not display model for new machines

Change the mapping when iQuote maps to the equipment in DBS to map using the price model and not the display model for new machines

Created 07 Sep 02:24 by Mark Knight

iQuote / Integrations

6 Needs more votes
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
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
2 Vote

Integrate iQuote with a payment gateway to simplify deposit payment

Integrating a payment gateway (like Texada Pay) with iQuote would allow customers to sign a quote digitally via DocuSign and be directed to pay a deposit.

Created 13 Sep 15:39 by David Vuong

iQuote / Integrations

0 Needs more votes
2 Vote

NET" cost being discounted in iQuote on a Corporate / National account.

for case 1 ^ (list from DBS and cost = List*Discount), we need to have a logic for NET items as we do when quoting from Price list. The definition of NET item is COST = LIST. So when we *calculate *cost in the application, we need to handle this c...

Created 09 Sep 20:23 by Paul Zdane

iQuote / Integrations / New Functionality

0
2 Vote

Add Docusign Checkbox to Data Consent Form

The data consent form does not require the customer to check a box or sign their name. Only requires on the Sales Agreement. When will this be fixed? Not usable in Production.

Created 28 Apr 23:25 by Sara Drainer

iQuote / Integrations / New Functionality

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
1 Vote

Add Source Group filter similar to SalesLink

Add Source Group filter similar to SalesLink

Created 26 Jul 16:40 by George Norton

iQuote / Integrations

0
1 Vote

Cat Configurator Enhancements

An update v2 that allows users the option of configuring additional work tool options as part of their machine configuration session. This is an optional update but many dealer users may find it useful in the tool. Current functional requirements ...

Created 19 May 22:30 by Jayme James

iQuote / Integrations

0
1 Vote

Add EquipmentLink hyperlink in iQuote

We would like to see EquipmentLink hyperlinks in iQuote when users are looking at the Equipment Related Tasks when viewing product inventory.

Created 29 Apr 15:30 by Jessica Mayher

iQuote / Integrations

0

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Link the sales model (price model) in iquote to the equipment in DBS using the price model not display model for new machines

Mandatory fields in an opportunity is not the same in iQuote

Have iQuote Signed Sales Agreement and Predefined Documents Flow into COTI

Integrate iQuote with a payment gateway to simplify deposit payment

NET" cost being discounted in iQuote on a Corporate / National account.

Add Docusign Checkbox to Data Consent Form

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

Add Source Group filter similar to SalesLink

Cat Configurator Enhancements

Add EquipmentLink hyperlink in iQuote

If you would like to submit an CloudLink product issue or bug, please visit our Customer Support Portal

For support questions related to the CloudLink Ideas Portal, please contact CloudLink Customer Support

Filter by status

Filter by category

Identify yourself with your email address

Link the sales model (price model) in iquote to the equipment in DBS using the price model not display model for new machines

Mandatory fields in an opportunity is not the same in iQuote

Have iQuote Signed Sales Agreement and Predefined Documents Flow into COTI

Integrate iQuote with a payment gateway to simplify deposit payment

NET" cost being discounted in iQuote on a Corporate / National account.

Add Docusign Checkbox to Data Consent Form

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

Add Source Group filter similar to SalesLink

Cat Configurator Enhancements

Add EquipmentLink hyperlink in iQuote

If you would like to submit an CloudLink product issue or bug, please visit our Customer Support Portal

For support questions related to the CloudLink Ideas Portal, please contact CloudLink Customer Support