CloudLink Ideas Portal

14 Vote

Document templates need to be easier to manage (20)

The document creation aspect of iQuote needs a refresh, enabling more flixeble editing options, ie. - Currently all document templates are created and managed by Uptake, leaving dealers reliant on Uptake team availability to create documents. Ther...

Created 01 Feb 04:31 by Greg Chard

iQuote / New Functionality / User Experience and Useability

1
8 Vote

Make Standard Extras dealer manageable & add to Model Admin

Currently, if I want to add a standard extra it has to go through the helpdesk which takes up Uptake support resources and doesn't happen as quickly as we'd like it too. It would be nice to allow the dealer to add/deactivate these as needed. Since...

Created 02 Mar 22:39 by Kelly Kotara

iQuote / Dealer Idea / User Experience and Useability

1
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
2 Vote

FX appears in AUD quote

When testing USD in Sandbox notice for non-USD machine quote still shows FX rate in head of quote (see image) and whilst it appears to default to a 1:1 ratio so as not to impact the pricing, this results in caution ! to highlight error against FX ...

Created 09 Sep 20:41 by michael groseclos

iQuote / User Experience and Useability

0
4 Vote

Reconfigure the iQuote search to not always use 'EQUALS' as the default

In using the search bar in iQuote, no matter what combination we use, the default is always 'EQUALS'. Is there a way to change that configuration? Reps constantly forget to change the default over to 'CONTAINS' and can never find what they are loo...

Created 01 Jul 14:50 by Jessica Mayher

iQuote / User Experience and Useability

0
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
4 Vote

Map comments from payment terms to the Quote document.

Comments added to the Payment Terms section in iQuote should appear on the quote document under Payment Terms. There is already a configuration to map these comments to the Sale and RPO Agreements, but not for the quote document. This would be ver...

Created 15 Apr 19:04 by Danielle Ricketson

iQuote / User Experience and Useability

1

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