CloudLink Ideas Portal

1 Vote

Manage Shop Get Ready Hauling

Manage to add/update/delete Shop Get Ready Hauling

Created 18 Nov 23:07 by Luciana Branco

iQuote

0
1 Vote

Manage Financial Types

Enable to rename and change order of Financial items on Payment Terms/Financials.

Created 18 Nov 23:00 by Luciana Branco

iQuote

0
1 Vote

Add Sales Agreement Types

Manage add sales agreement types by division.

Created 18 Nov 22:58 by Luciana Branco

iQuote

0
1 Vote

Enable Document Types

iQuote has a list of specific document types. Create Admin page from where dealer can choose with types of documents they want to enable/disable in iQuote.

Created 18 Nov 21:58 by Luciana Branco

iQuote

0
1 Vote

Upload Dealer logos used on iQuote Documents.

iQuote uses dealer logos image files for each type of document. Allow user to upload their dealers based on division and document types.

Created 18 Nov 21:56 by Luciana Branco

iQuote

0
1 Vote

Manage Standard Warranties in iQuote

Allow user to add Standard Warranties per division. The warranties are used when setting up models in iQuote.

Created 18 Nov 21:55 by Luciana Branco

iQuote / Internal Idea

0
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

CloudLink Ideas Portal

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Filter by category

Manage Shop Get Ready Hauling

Manage Financial Types

Add Sales Agreement Types

Enable Document Types

Upload Dealer logos used on iQuote Documents.

Manage Standard Warranties in iQuote

Add/Update Division in iQuote

Part Upload

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

Map Governmental customer to Quote Type

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

Manage Shop Get Ready Hauling

Manage Financial Types

Add Sales Agreement Types

Enable Document Types

Upload Dealer logos used on iQuote Documents.

Manage Standard Warranties in iQuote

Add/Update Division in iQuote

Part Upload

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

Map Governmental customer to Quote Type

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