CloudLink Ideas Portal

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
1 Vote

Create a blank option in F.O.B. At Field under Agreement editor

We utilize the F.O.B. At field to indicate which store a machine on order needs to ship to from the factory. We changed it to default to "Same as Ship to" instead of the default branch/location the rep has set up but I'd like to see an option of b...

Created 06 May 19:57 by Kelly Kotara

iQuote / Dealer Idea

1
1 Vote

Notes from Configuration to flow through to Build Up Document

When creating a build up document in documents tab in iQuote, specific notes regarding the customers requirements are added to the configuration page. We want the notes from the bottom of the configuration page to flow through into the PDF build u...

Created 23 Apr 02:08 by Darren McAllister

iQuote

1
1 Vote

Include link to quote worksheet in Docusign

When using the Docusign feature in iQuote, it would be beneficial to include a hard link of the worksheet so internal email recipients can easily access the worksheet prior to signing the document

Created 12 Mar 17:09 by Jessica Mayher

iQuote

1
1 Vote

Fix the iQuote UX Navigation

We are significantly changing the way iQuote navigates. Change the common tasks navigation to highlight that it is a significant area. Change the iquote navigation so that it is universalized within the tabs For Payment Terms, auto-submit on chang...

Created 18 Feb 17:48 by Hector Catre

iQuote

0
1 Vote

Administrator approval before it could be sent to DocuSign

We should create a config key so that for some dealers, they have the ability to send to an administrator before sending out to a customer to get signed.

Created 08 Jan 19:30 by Hector Catre

iQuote

0
1 Vote

Docusign - Sending out multiple versions to be signed

There is a use case where if a document is sent out, then a revision is made, that a second document goes out to be be signed.The previous version should have the ability to cancel so that only one version us available.

Created 08 Jan 19:29 by Hector Catre

iQuote

0

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