CloudLink Ideas Portal

1 Vote

Check machine consist pricing against the current machine price list.

When adding a machine into a quote, check the consist pricing in iQuote against the current prices from the machine price list to indicate whether it is current or not.

Created 27 Jun 03:17 by Mark Knight

iQuote

0 Needs more votes
1 Vote

We would like to see the entire description pull in from DBS along with reference numbers.

We would like iQuote to pull down the entire description with attachments. For example MIN HYD EXCAVATOR and the second line with COUPLER, SSL with respective reference numbers visible.

Created 19 Jun 19:43 by Melissa Bonney

iQuote

0 Needs more votes
3 Vote

Auto tag customer account as Governmental

In the CL version of iQuote, you can auto tag the customer being quoted by adding a code in DBS to identify the customer as a Corporate Account. It would be nice to do the same think for Governmental customers. Governmental customers and quotes re...

Created 25 Apr 19:04 by Mike Love

iQuote / API, Data or Reporting

4
1 Vote

When copying from an existing quote in iQuote to have the ability to change the source for the new quote.

Currently if we copy from an existing quote that has a piece of inventory in it where that piece of inventory is no longer in stock iQuote gives an error.

Created 12 Jun 05:35 by Mark Knight

iQuote

0 Needs more votes
3 Vote

Ability to invoice in IQuote-

Would like to suggest the ability to invoice in IQuote. We currently create the quote and use DBS for invoicing. We then have to go back to IQuote to close the deal as won. It would be nice if invoicing and won functions were all tied together and...

Created 28 Mar 15:16 by Joanie Nicks

iQuote

0
2 Vote

Ability for Admins to configure signature for iQuote Users

Currently, signatures in iQuote must be configured by each user themselves. The ability for Admins to to set these signatures by user would be useful for consistency and on-boarding of new employees.

Created 30 Apr 00:49 by Dylan Lightfoot

iQuote / Dealer Idea / New Functionality

0 Needs more votes
3 Vote

Able to see Trade configuration on Quote and Agreement

When taking in a trade it is important that what the customer agreed to bring in is the same. We have units that use GPS for example and those can cost you a few GP points if you don't have them included on the agreement or can prove that was incl...

Created 13 Mar 16:21 by Carl Alexus

iQuote

0
3 Vote

Ability to Filter down Inventory List

Our sales reps have provided us with the idea to filter down the inventory list in iQuote. Each column anywhere the inventory list populates would have the filter capability so they could narrow down what they're looking for (Eq Status, not on agr...

Created 16 Jan 17:22 by Kelly Kotara

iQuote / New Functionality / User Experience and Useability

0
2 Vote

Have the Estimated Delivery Date in the Quote auto update the Estimated Delivery date in the Opportunity when either of them are updated

No description provided

Created 01 Mar 17:05 by Lori Ciccarelli

iQuote / Dealer Idea

0
3 Vote

Add 'view in COTI' link to quickly jump to Deal Details in COTI for Won quotes.

Currently there is no easy way to go straight to the Deal Details in COTI for an individual deal. You have to note your quote # and then navigate to COTI and do a search in order to see the details. In SalesLink opps, we have a 'View in COTI' butt...

Created 21 Dec 16:17 by Deborah Styring

iQuote

1

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