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

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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

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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

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1 Vote

Improvement to Need By date handling

Currently there is a "Need By" date that is captured when a parts order is made. This field defaults to a value that we have control over via a configuration setting. The problem we are encountering is that this does not take into account non-work...

Created 06 Jun 13:22 by Barry Brandes

ServiceLink

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2 Vote

Lost Sales - iQuote

The ability to close out lost sales from a quote, so it prepopulates our machine information on the lost sale. This would need integration with iQuote.

Created 30 Jun 21:17 by Erica Gladden

SalesLink Flex / Dealer Idea

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1 Vote

A Variation module in iQuote that allows changes to be added and approved to the original quote.

To have the ability to send a quote variation from iQuote using DocuSign that just lists the variations for the customer to approve instead of recreating the entire quote. This would automatically integrate back into the quote and shop get ready f...

Created 12 Apr 05:04 by Mark Knight

iQuote

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1 Vote

Customer Portal

A Customer Portal where each customer is able to view their own information like : Quote, Order, Invoice Current/Past Equipment Service and history Location of their own Equipment Overview of their own equipment. Etc.

Created 05 Apr 01:28 by Michael Wong

Customer Search

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1 Vote

Reconnect Catrentalstore.com leads to Saleslink

Back in the day Catrentalstore.com Leads were automatically sent and entered as a lead in Saleslink. When Cat decided to do away with Zift Solutions, the connection had to be dropped. But now there is a new Catrentalstore.com and it seems like a c...

Created 31 Mar 15:46 by Sarah Cenedella

SalesLink

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1 Vote

In Advance Search create report for rental equipment with contract details as in Rental Equipment on Customer Record

We want to be able to run a report for all Rental Equipment a customer has rented. The Equipment list only shows equipment purchases not rentals. Can you include Territory Rentals that are showing on the customer record with contract

Created 15 Feb 19:48 by Lori Ciccarelli

SalesLink / API, Data or Reporting

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1 Vote

Limit quote "Type" field so only Service can be selected in PSQ

Remove the "Parts" option from the "Type" field in PSQ so it only displays "Service"

Created 11 Jan 02:52 by Dan Ham

PSQuoter

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CloudLink Ideas Portal

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Check machine consist pricing against the current machine price list.

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

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

Improvement to Need By date handling

Lost Sales - iQuote

A Variation module in iQuote that allows changes to be added and approved to the original quote.

Customer Portal

Reconnect Catrentalstore.com leads to Saleslink

In Advance Search create report for rental equipment with contract details as in Rental Equipment on Customer Record

Limit quote "Type" field so only Service can be selected in PSQ

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

Check machine consist pricing against the current machine price list.

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

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

Improvement to Need By date handling

Lost Sales - iQuote

A Variation module in iQuote that allows changes to be added and approved to the original quote.

Customer Portal

Reconnect Catrentalstore.com leads to Saleslink

In Advance Search create report for rental equipment with contract details as in Rental Equipment on Customer Record

Limit quote "Type" field so only Service can be selected in PSQ

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