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
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

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