CloudLink Ideas Portal

2 Vote

Link an approved PSQ quote to iQuote so it updates the pricing and local items automatically.

When quoting new machine builds or revisions in PSQ there is no way to link the approved quote or revision back to iQuote, the items need to be manually entered.

Created 05 Jun 07:29 by Mark Knight

PSQuoter

1 Needs more votes
1 Vote

Enhance EquipmentLink to report on whether a serial number's data comes from CAT Daily vs VisionLink

This would allow the customer to troubleshoot why they are or are not seeing utilization information, reducing tickets

Created 14 Jan 15:31 by Deborah Babington

Condition Monitoring Portal / Dealer Idea

0 Scheduled
6 Vote

Parts Availability column in Internal Quotes

We would like the Parts Availability column to be added to the quotes, so that when you download or print a quote we can see what is available or not. Or can we have a way to download the Parts details sections of the quote for internal use?

Created 09 Dec 22:44 by Kaelah Sherman

PSQuoter / Dealer Idea

3 Will not implement
9 Vote

Add contact within activity similar to desktop version

Users cannot add a contact once they are in the add activity screen. They can only select contacts that are currently on the account when adding activities

Created 14 Jan 20:35 by Jessica Mayher

SalesLink Flex

1 Already exists
2 Vote

You can now bulk delete standard jobs and local items

No description provided

Created 28 May 14:19 by David Vuong

iQuote

4 Planned - to be scheduled
11 Vote

Excel Exports - Need to have the columns exported to the right data format

Currently when we extract a report to excel from Saleslink, all of the data comes across as a text file so formulas etc won't work. That means all users need to go through the report and manually configure the columns to the right format before do...

Created 10 Oct 21:37 by Greg Chard

SalesLink

5 Already exists
4 Vote

Creating a way to add segments to a WO from a Quote

Adding a function when opening a new segment on an existing Work Oder that will allow you to pull in parts labor and misc from a quote.

Created 20 Feb 18:53 by Miranda Love

ServiceLink

1
2 Vote

RP - To develop a “post-load” so that samples with D-350 are excluded from the results.

Add an exclusion to the _D350 of SOS Serial Numbers to allow them to be tied to the actual Serial Numbers. Run a batch update to correct all historical data with _D350 suffixes.

Created 15 May 18:40 by Deborah Babington

Condition Monitoring Portal / Internal Idea

1 Needs more votes
10 Vote

Docu-Sign Intergration

Being able to have quotes and sales orders signed via DocuSign. Having integration for document signatures and storage back into COTI. This can improve document velocity from Rep to Invoicing Team.

Created 18 Mar 21:23 by Shae Dwyer

iQuote

0
3 Vote

Show Parts Price information on the APP and total of all parts.

Display more parts information on the parts section.

Created 21 Sep 20:46 by Joe Swayne

SalesLink Flex

0

CloudLink Ideas Portal

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Link an approved PSQ quote to iQuote so it updates the pricing and local items automatically.

Enhance EquipmentLink to report on whether a serial number's data comes from CAT Daily vs VisionLink

Parts Availability column in Internal Quotes

Add contact within activity similar to desktop version

You can now bulk delete standard jobs and local items

Excel Exports - Need to have the columns exported to the right data format

Creating a way to add segments to a WO from a Quote

RP - To develop a “post-load” so that samples with D-350 are excluded from the results.

Docu-Sign Intergration

Show Parts Price information on the APP and total of all parts.

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

Link an approved PSQ quote to iQuote so it updates the pricing and local items automatically.

Enhance EquipmentLink to report on whether a serial number's data comes from CAT Daily vs VisionLink

Parts Availability column in Internal Quotes

Add contact within activity similar to desktop version

You can now bulk delete standard jobs and local items

Excel Exports - Need to have the columns exported to the right data format

Creating a way to add segments to a WO from a Quote

RP - To develop a “post-load” so that samples with D-350 are excluded from the results.

Docu-Sign Intergration

Show Parts Price information on the APP and total of all parts.

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