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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
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
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