CloudLink Ideas Portal

3 Vote

Docusign - Bug: customer name in subject field is putting contact name not customer name

Bug - The customer in the subject field needs to be the customer name, Right now it is the contact name which is wrong.

Created 11 Jun 21:43 by Kari Cannaday

iQuote

0
3 Vote

Docusign - change the 'send to docusign link' for multiple roles not just one

Right now you have to chose one role that has the ability to click "Send to DocuSign"This should be a config key for multi-choice of the iQuote roles to utilize the functionality****

Created 11 Jun 21:42 by Kari Cannaday

iQuote

2
3 Vote

Docusign - adding the sales rep email in the CC field by default

Otherwise they don't get notifications because it's being sent by a single generic email address.

Created 11 Jun 21:38 by Kari Cannaday

iQuote

0
4 Vote

Create checkbox on the quote to push prospect record to Gatekeeper for new customer account in DBS

In our dealership, we would like this task to be pushed to an admin in the credit department. Then when the credit department gets the request, they can mark it as complete by inputting the new DBS customer number on the request. This in turn woul...

Created 12 Oct 17:48 by Wendy Spalding

iQuote

0
4 Vote

Allow Dealers to manager document loaded into Media Library.

Dealers currently have to put in a ticket to manage documents in the media library in order to make any changes or globally upload them. The idea is to give Dealers more accessibility to be able to do tasks like this on their own.

Created 01 Oct 23:12 by Danielle Ricketson

iQuote

0
3 Vote

Make Create Quote Date Visible & Add filter options

I'd like to incorporate the create quote date into the iQuote list of quotes as a column and add it as a filter option (similiar to the last changed filter).

Created 18 May 20:18 by Kelly Kotara

iQuote / Dealer Idea

0
4 Vote

Add CAT eligible & CAT ineligible cost to quote calculation

We'd like to have the ability to indicate if something put on the quote is "CAT eligible or CAT ineligible" (a check box) and have the quote calculate a CAT GP & Dealer GP. Some dealership required costs are not recognized by CAT so our reps &...

Created 23 Jul 14:14 by Kelly Kotara

iQuote

0
3 Vote

Enable DocuSign In-Person Signing

Ability for Sales Representative to push a Quote to DocuSign and have customer approve on the Sales Rep device. This would also include send a copy through to the Customer email address. This is not to be processed by sending the document to the R...

Created 06 Apr 22:57 by Hector Catre

iQuote

0
1 Vote

Make it so more than 2 attachments can be included in a rental

Currently there can be up to two attachments included in a quote. Some companies rent more than two attachments along with prime product. Add the ability to add more than two attachments.

Created 06 Sep 14:15 by Michael Doughty

iQuote

0 Needs more votes
1 Vote

Gross trade allowance and amount owing values now use a pipe delimiter in the purchase agreement document

If there are multiple values for gross trade allowance, those values are shown in the purchase agreement document with a pipe delimiter . The same applies for amount owing values.

Created 05 Sep 19:05 by David Vuong

iQuote

0 Needs more votes

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