CloudLink Ideas Portal

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
3 Vote

Activate Documents Tab with New Quotes

The CVA Bot needs to locate new opportunties based off the active Documents tab in quotes. This would be nice to have it activated as soon as a new quote is added to the system.

Created 06 Dec 17:24 by Fallon Foale

iQuote / User Experience and Useability

0
2 Vote

View the Docusign document in the winning configuration

Refer to ticket 81445 Currently in iQuote, you can only see the DocuSign document from the revision it was generated on, the Won revision. We would like to make this visible winning configuration tab as well.

Created 03 Mar 06:05 by Mark Knight

iQuote / User Experience and Useability

0
1 Vote

iQuote dropdown menus in page center change orientation

In iQuote, when using a dropdown menu where the mouse cursor crosses the center of the screen, the menu will readjust its orientation, making clicking on narrow menu options in the middle of the page troublesome. Relates to user experience improve...

Created 12 Mar 14:51 by Stephen Cavanagh

iQuote / User Experience and Useability

0 Needs more votes
1 Vote

Gross trade allowance, payout to, and amount owing fields now use a pipe delimiter in the purchase agreement document

Currently, there is no separator, making it difficult to read

Created 22 Nov 15:38 by David Vuong

iQuote / User Experience and Useability

0 Needs more votes

CloudLink Ideas Portal

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Quote Editor Customizable Formatting

Activate Documents Tab with New Quotes

View the Docusign document in the winning configuration

iQuote dropdown menus in page center change orientation

Gross trade allowance, payout to, and amount owing fields now use a pipe delimiter in the purchase agreement document

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

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Quote Editor Customizable Formatting

Activate Documents Tab with New Quotes

View the Docusign document in the winning configuration

iQuote dropdown menus in page center change orientation

Gross trade allowance, payout to, and amount owing fields now use a pipe delimiter in the purchase agreement document

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