CloudLink Ideas Portal

5 Vote

Add Standard Jobs to Options

Within the Options and Bundles section of iQuote, give the rep the ability to add Standard Jobs to the quote.

Created 22 Sep 01:18 by michael groseclos

iQuote

1 Needs more votes
13 Vote

DocuSign for RPO Agreements

As there's a LOT of social distancing at this time, RPO Agreements via DocuSign.This will enable sending RPO Agreements via DocuSign.

Created 31 Jul 15:44 by Hector Catre

iQuote

2
16 Vote

Add the Ability to Merge Multiple Revisions of a Quote into one Quote Document

Today, when our reps quote both a cash option and a finance option we typically use multiple revisions of the quote to do this since the pricing is different (ie. 0% for 48 vs using RSA for a cash sale). This is most common with BCP but does occur...

Created 06 Feb 15:10 by Tony Lucini

iQuote / Dealer Idea

1
1 Vote

The std job add option and checkbox needs to be hidden once the std job has been selected

Once the std job has been selected the check box and add function should not be visible. Only std jobs that have not been selected should have the check box and add functionality, similar to how local items work.

Created 10 Feb 00:10 by Mark Knight

iQuote

1 Needs more votes
11 Vote

iQuote User Management

Currently iQuote is using the SalesLink Secured Module for Managers as the source of Managers to show in iQuote. There should be an additional level of filtering or selection applied, either based on Division, Rep Type, or perhaps with a key or us...

Created 20 Nov 23:23 by Jayme James

iQuote

1
3 Vote

Lock a Revision

Similar to lock quote, the capability to lock a revision would add value when multiple people are involved in a quote. As an example, Carter has a quote team who will handoff a quote to a rep, and the rep will sometimes make customer driven adjust...

Created 21 Mar 18:56 by Erin Balzer

iQuote

0 Needs more votes
16 Vote

Would like the ability to quote multi-unit deals in iQuote

Assumption is that all units would be configured exactly the same way in iQuote and have the same related charges (i.e. freight, prep, standard warranty, RSA, extended warranty etc.). Currently reps are having to copy a quote multiple times and th...

Created 14 May 17:13 by Deborah Styring

iQuote / New Functionality

3
3 Vote

Proper iQuote product manual

We need a proper product manual for this product.

Created 05 Mar 01:57 by Stephen Cavanagh

iQuote

0 Needs more votes
14 Vote

Document templates need to be easier to manage (20)

The document creation aspect of iQuote needs a refresh, enabling more flixeble editing options, ie. - Currently all document templates are created and managed by Uptake, leaving dealers reliant on Uptake team availability to create documents. Ther...

Created 01 Feb 04:31 by Greg Chard

iQuote / New Functionality / User Experience and Useability

1
2 Vote

Default to Yes for Follow up Activity

When creating a quote in iQuote, currently "Follow Up Activity" is defaulted to no. We would like this to default to yes to encourage reps to create a follow up activity.

Created 02 Aug 18:26 by Sarah Cenedella

iQuote

1 Needs more votes

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