CloudLink Ideas Portal

1 Vote

Ability to set up Extras that calculate their value as a percent of Net/List

We currently add an extra called a Service Pack which is intended to cover interest costs and other misc. costs. We would like to be able to add this extra and have it calculate as a percent of net or list.

Created 28 Jun 20:04 by Mike Love

iQuote / New Functionality

0
1 Vote

The pricing feed should have the option to be by DBS book value by machine make/manufacturer.

It will allow us to streamline and simplify our system.

Created 24 May 19:55 by Matt Albanese

iQuote

1
1 Vote

Create the ability to configure a value in the LDW field (RPO Agreement)

In the RPO Agreement language the LDW field remains blank, we need the ability to fill this field in based of of dealer preference. Whether it be a flat amount, a percentage of option price or monthly rental, ect.

Created 24 Apr 19:30 by Kelly Kotara

iQuote

1
1 Vote

Locking CAT Consist Components - Sales Rep Access

Preventing users with Sales Rep access to removing CAT Components from the machine consist would be a way to stop sales reps from deleting items from a machine consist. This is critical as, sales reps can currently decide what they can add or remo...

Created 11 Apr 23:43 by Daniel Hamer

iQuote

0
1 Vote

Value Selling Tools Integration

I'd like to see some integration within iQuote to be able to better utilize CAT's Value Selling Tools (Value Estimating Tool, Unique Selling Propositions, ect) so they can be included as part of the quote document or part of the documents area.

Created 18 Mar 14:57 by Kelly Kotara

iQuote

1
1 Vote

Make Extended Description, Parts #, Vendor, Segment, and SMCS Fields in Base Model Table Optional

Those fields are only applicable to CAT dealerships and thus force others to enter meaningless info to complete the entry process.

Created 14 Mar 17:37 by Jake Wolinsky

iQuote

0
1 Vote

Local Items - Less mandatory fields

Is it possible to make these fields not mandatory? We don't use these since we are AG not Cat, it would be nice to not have to put in another character to continue on.

Created 08 Mar 22:11 by Deleted User

iQuote

0
1 Vote

In the payment section of IQuote add a description field and a dollar value field above the tax line. We would like the ability to add a doc fee on our quotes.

It would be helpful in providing an accurate sales price to Cat Finance which includes tax on the doc fee.

Created 23 Feb 00:15 by Joanie Nicks

iQuote

0
1 Vote

Edit the GP for Selected Local Items while in a Quote

Sales reps should be able to edit individual local item GP's. Allowing for only the GP that was pre-loaded is quite restrictive. Currently loaded Local Items have a set GP associated to them, but when a sales rep selects on, the GP cannot be edited.

Created 22 Feb 06:06 by Daniel Hamer

iQuote

0
1 Vote

Provide sell price for components on quote document

Certain customers require the need to view the sell price for all components of the machine that they are purchasing. Currently, only the list price can presented in the quote document. However, the list price presented is before any CAT Discounts...

Created 13 Feb 01:39 by Daniel Hamer

iQuote

1

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