CloudLink Ideas Portal

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
1 Vote

would like a pop up in iquote to inform salesman to check notes and docs in saleslink client acct

We would like a pop up message to appear to the salesman when they go to do a quick quote or quote in iquote... which either directs them to look at notes and docs on the saleslink acct level or shows the notes and docs in the pop up

Created 13 Dec 20:58 by Janet Perry

iQuote

1 Needs clarification
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
14 Vote

E-Signature Functionality for all iQuote Documents

Another placeholder to get it in the pipeline. We need iquote to be able to support e-docs functionality for all documents (Sales Agreement, Warranty Contract, CSA Contract, etc.)

Created 16 Nov 16:44 by Mike Love

iQuote

2
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
9 Vote

Switching from Corporate to Private customer GP% settings

Quoting a customer as Corporate forces the GP% to default to 0, but when you change the customer type to Private the GP% remains at 0 instead of reverting back to the system default GP. It would be really nice to have the option to toggle a custom...

Created 06 Nov 19:34 by Danielle Ricketson

iQuote / Dealer Idea

3 Needs more votes
6 Vote

Control whether price increase adjustment applies to all machines and work tools quoted

Within Cloudlink Console the ability to have a master switch on and off price increase amount(s) for ALL machines and work tools quoted. This includes new, used, pricelist, on order, inventory, DBS configuration, Cat configurator, etc.

Created 14 Mar 21:43 by Fallon Foale

iQuote / New Functionality

1
2 Vote

Add functionality to hold the Std Jobs list in place so you don't have to restart the search process each time.

Add functionality to hold the Std Jobs list in place so you don't have to restart the search process each time.

Created 16 Apr 05:50 by Mark Knight

iQuote

0 Planned - to be scheduled
11 Vote

Inactive Users, Branches, Sources, ect should not show up on drop downs

There needs to be some way to prevent inactive users from showing up on drop downs (reps, managers, coordinators, ect) across all of the applications (COTI, iQuote, SalesLink, ect). If it impacts searching for their past deals, mayabe a new field,...

Created 01 Apr 20:04 by Kelly Kotara

iQuote / New Functionality

1
9 Vote

Agmt. Editor mapping to all addresses associated with Customer record

There are many rules driving more accurate information on our documents...CQI, Revenue Recognition rules & the new Cat Financial rules requiring a street address. To this end, Agmt. Editor in iQuote needs some remapping to allow access to the ...

Created 04 May 17:52 by Mike Love

iQuote / Dealer Idea

5

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