CloudLink Ideas Portal

1 Vote

Add/Update Division in iQuote

When setting up a new division in iQuote there is a list of specific configuration required. Create an Admin page to add all required information necessary to create a new division in iQuote and also allow to update current division data.

Created 18 Nov 21:51 by Luciana Branco

iQuote

0
1 Vote

Part Upload

We have a parts list that we would like to add to the consist list or extras section in the quote. How much would it cost to all this feature? I have attached an example of the screen where I would want the feature as well as what the file looks l...

Created 18 Nov 04:53 by Hector Catre

iQuote

0
1 Vote

Extended Warranty should be shown under the "Winning Configuration" under Won Details tab

The extended warranty shows up currently under the Payment Term section on the Won Details tab. But under the Warranty section its says "No Extended Warranty". See attached. This is not consistent.

Created 12 Nov 16:46 by Erica Gladden

iQuote

0
1 Vote

Map Governmental customer to Quote Type

A governmental customer in DBS should default to the governmental quote type in iQuote so taxes, warranty and other governmental specific costs are accurate on the quote.

Created 25 Sep 14:19 by Kelly Kotara

iQuote / New Functionality

2
1 Vote

Hide Missing Components if they are not on a currently active Standard Package.

We'd like the ability to have more control on what quote format(s) we use. I'd like to manage that at the dealer level vs working with Uptake to manage the formats. Ideally, each user would be able to pick their format from 4-6 choices (again, tha...

Created 18 Sep 14:50 by Deborah Styring

iQuote / New Functionality

0
1 Vote

Defaults search option for quotes to be similar to SalesLink (contains - customer name)

Current default search criteria is quotenumber which nobody remembers.

Created 30 Aug 06:17 by Paul Meyer

iQuote / User Experience and Useability

0
1 Vote

Make Group Reservations from iRents (Integrated Rental) visible in iQuote

For dealers that use both iQuote for quoting machines and iRents for rental machines, it has become difficult for our sales reps to have to jump between two systems. Especially since the main purpose of them having to access iRents is to check on ...

Created 23 Aug 22:27 by Danielle Ricketson

iQuote

0
1 Vote

Add Commissions to Configuration

Source: Carter Machinery: Melissa Hodge We would like to add the sales rep's commission payout to the configuration worksheet in iQuote. We were wondering if you could use our commission table in the background and have the sales reps commission p...

Created 21 Aug 14:03 by Jayme James

iQuote

1
1 Vote

Improved payment terms options

When entering the payment terms of a quote, the only option we have for financing is ISC. We use other vendors besides CAT for financing. We would like to be able to add other finance vendors to the drop down list, or provide a free form field whe...

Created 15 Aug 15:15 by Jessica Mayher

iQuote

1
1 Vote

Add functionality for Pre-Approval (COTI) users to create Sales Link activity on quote submit.

We employ the new Pre-Approval version of COTI. When this was built, it broke the current process that creates an activity when the quote is submitted. We would like that function built for users of the COTI Pre-Approval configuration. When you su...

Created 11 Jul 14:08 by Mike Love

iQuote

2

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