CloudLink Ideas Portal

15 Vote

Ability to include multiple documents in a single DocuSign envelope

DocuSign charges by envelope. For most customers, there are multiple documents that need to be sent to the customer. This idea the the ability to include multiple documents such as the Quote, Sales Agreement (Sales Kit), and documents from the Med...

Created 06 Apr 23:12 by Hector Catre

iQuote

2
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
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
1 Vote

Alternate quote templates

Some sales reps prefer a simple one-page quote template rather than the default multi-page template. Rather than force one or the other, an idea is to allow for sales reps to choose from two templates: a long-form quote template and a simplified q...

Created 28 Dec 04:14 by David Vuong

iQuote

0 Needs more votes
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
2 Vote

Default Follow Up Date to Estimated Customer Reply Date

In iQuote, and a follow up activity is selected after submitting a quote to a customer, the default date for that activity should be the Estimated Customer Reply date

Created 02 Aug 18:24 by Sarah Cenedella

iQuote

0 Needs more votes
2 Vote

Remove the standard package option from the top of the model menu as it is a duplicate of what's under the sales model.

Remove the standard package option from the top of the model menu as it is a duplicate of what's under the sales model. There's is no difference between these.

Created 02 Aug 01:09 by Mark Knight

iQuote

0 Needs more votes
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
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
15 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

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