CloudLink Ideas Portal

1 Vote

AGCO Quick Quote Function

We are interested in utilizing the AGCO quick quote function to send quotes to iQuote. We currently have the API to send quotes that are built in the AGCO quote builder pages. We would like to also be able to send a quick quote from AGCO directly ...

Created 19 Oct 21:50 by Jessica Mayher

iQuote

0
1 Vote

Auto populate FPC and Compatibility Code details from the quote when lost or no deal

When completing the competitor header after losing or no deal, there are fields relating to the FDC and Model that need to be completed. It would be more efficient if the admin or rep closing out the quote not to have to populate this data when th...

Created 19 Oct 03:09 by Darren McAllister

iQuote / Dealer Idea

0
1 Vote

Add ability to default tax or dollar amount fields on the RPO agreement page

The tax and dollar amount fiels on teh RPO Agreement page should be able to be defaulted like they can on the payment terms page in iQuote. Currently, they are free form fields, not fiels that look at a table. This would help the sales reps save t...

Created 28 Sep 17:57 by Kelly Kotara

iQuote / Dealer Idea

0
1 Vote

USD Post Sales Credits

We currently process Post Sales Credit in AUD. Moving to USD & AUD combination transactions, we also need to process these. This capability isn't available.

Created 11 Sep 02:44 by Darren McAllister

iQuote

0
1 Vote

Marketing Library

iQuote was enhanced some number of years ago to allow dealers to add Model Specific Marketing material uploads. The only way to get to the material as a Sales Rep is to start a quote, which makes no sense. In the version at Toromont, we had a Mark...

Created 04 Sep 12:45 by John Fennell

iQuote

0
1 Vote

Callable Configurator - add on to the API

There are a few new data point available -DCA Consist - Configuration Indicator (active component)

Created 24 Aug 21:43 by Hector Catre

iQuote

0
1 Vote

Expand Search capabilities in iQuote

When you search quotes by ID# (stock) or s/n in iQuote, it currently returns only first revision. I'd like it to be able to search and return if the ID or s/n was quoted on a 2nd, 3rd, 4th, ect revisions.

Created 18 Aug 21:12 by Kelly Kotara

iQuote / Dealer Idea

0
1 Vote

Competitor header mandatory delivery location.

There is only one option in this field (our state). would be better to have this set at default with the state.

Created 14 Aug 03:14 by Darren McAllister

iQuote

0
1 Vote

Callable Configurator - Phase 2 - Allow editing by role

Estimated at a sprint, this work is to enable/disable editing based on role.

Created 30 Jun 18:51 by Hector Catre

iQuote

0
1 Vote

There is an editable field in the RSA Calculator that should be allowed to be edited. Please build a configuration to fix this.

There is an editable field in the RSA Calculator that should be allowed to be edited. Please build a configuration to fix this.

Created 09 Jun 18:59 by Danielle Ricketson

iQuote

3

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AGCO Quick Quote Function

Auto populate FPC and Compatibility Code details from the quote when lost or no deal

Add ability to default tax or dollar amount fields on the RPO agreement page

USD Post Sales Credits

Marketing Library

Callable Configurator - add on to the API

Expand Search capabilities in iQuote

Competitor header mandatory delivery location.

Callable Configurator - Phase 2 - Allow editing by role

There is an editable field in the RSA Calculator that should be allowed to be edited. Please build a configuration to fix this.

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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AGCO Quick Quote Function

Auto populate FPC and Compatibility Code details from the quote when lost or no deal

Add ability to default tax or dollar amount fields on the RPO agreement page

USD Post Sales Credits

Marketing Library

Callable Configurator - add on to the API

Expand Search capabilities in iQuote

Competitor header mandatory delivery location.

Callable Configurator - Phase 2 - Allow editing by role

There is an editable field in the RSA Calculator that should be allowed to be edited. Please build a configuration to fix this.

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