CloudLink Ideas Portal

1 Vote

Remove the Word selection option when sending a quote through DocuSign

when sending quote document from iQuote in DocuSign there is an option to select word. can this option please be removed or at least have PDF as the default. We understand the document dose not actually go in word, but it does affect the layout so...

Created 14 Dec 02:56 by Mark Knight

iQuote

1
2 Vote

Add more 'signees' to Docusign integration

Our docusign process includes our sales admin coordinators. We would like to have the ability to add additional 'signees' to the integration

Created 06 Mar 14:24 by Jessica Mayher

iQuote

3
2 Vote

Prevent deals using the same house number in iQuote from being Won.

Currently, reps can "win" a deal for a specific house number more than one time. This causes there to be duplicate house numbers pull over to COTI. We do our best to catch this one the front end, but sometimes a rep might accidentally quote the un...

Created 05 Mar 23:11 by Danielle Ricketson

iQuote

2
1 Vote

Auto populate the engine number into the delivery service record

To get the engine number from the machine configuration to auto populate into the machine delivery service record.

Created 24 Oct 02:41 by Mark Knight

iQuote / API, Data or Reporting

0 Needs more votes
2 Vote

Upload Global Media Library

Allow user to upload a file that can be visible on all quotes from Quote Document Media Library

Created 18 Nov 21:53 by Luciana Branco

iQuote

0
2 Vote

Make Opportunity Number a Clickable Link

When in a quote, the opportunity number is listed in one of the header bars. I'd like to see this a clickable link to have a more seamless transition between iQuote and Sales Link.

Created 14 Nov 21:26 by Kelly Kotara

iQuote

0
2 Vote

Prevent a quote from being WON if a prospect account # is on the quote.

This is one more step to be sure that all of the deal details are correct and sales agreement is correct before winning the deal so that we don't have to go back and correct paperwork. Thank you.

Created 20 Aug 12:44 by Deborah Styring

iQuote

1
2 Vote

Ability to write/copy Base Model structure in Model Admin across divisions

This is for Model Admin, but it's not in the menu. It would be nice to have the option to set up the Family/Base Model/Model structure and copy it from Division to Division instead of doing it manually. This would allow us to maintain it once, vs....

Created 11 Jul 14:18 by Mike Love

iQuote / New Functionality / User Experience and Useability

0
1 Vote

Add Source Group filter similar to SalesLink

Add Source Group filter similar to SalesLink

Created 26 Jul 16:40 by George Norton

iQuote / Integrations

0
2 Vote

Incorporate Forms to be part of the Sale/RPO Agreement Document

It would be awesome, if there was a way for a dealer Or Uptake to upload (and manage) forms that were part of their "agreement package" so when the agreement is created, it also creates these forms. Example - Tax Exemption; if a quote is dictated ...

Created 24 Apr 20:41 by Kelly Kotara

iQuote / New Functionality

0

CloudLink Ideas Portal

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Remove the Word selection option when sending a quote through DocuSign

Add more 'signees' to Docusign integration

Prevent deals using the same house number in iQuote from being Won.

Auto populate the engine number into the delivery service record

Upload Global Media Library

Make Opportunity Number a Clickable Link

Prevent a quote from being WON if a prospect account # is on the quote.

Ability to write/copy Base Model structure in Model Admin across divisions

Add Source Group filter similar to SalesLink

Incorporate Forms to be part of the Sale/RPO 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

Filter by status

Filter by category

Identify yourself with your email address

Remove the Word selection option when sending a quote through DocuSign

Add more 'signees' to Docusign integration

Prevent deals using the same house number in iQuote from being Won.

Auto populate the engine number into the delivery service record

Upload Global Media Library

Make Opportunity Number a Clickable Link

Prevent a quote from being WON if a prospect account # is on the quote.

Ability to write/copy Base Model structure in Model Admin across divisions

Add Source Group filter similar to SalesLink

Incorporate Forms to be part of the Sale/RPO 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