CloudLink Ideas Portal

2 Vote

Integrate iQuote with a payment gateway to simplify deposit payment

Integrating a payment gateway (like Texada Pay) with iQuote would allow customers to sign a quote digitally via DocuSign and be directed to pay a deposit.

Created 13 Sep 15:39 by David Vuong

iQuote / Integrations

0 Needs more votes
7 Vote

Would like to see RPO Agreement Information to populate in COTI

We manage all of our RPOs in COTI but the records are incomplete due to the fact that agreement information from DBS does not come over (Agreement #, start date, billing date(s), ect). I believe COTI could help us monitor our aging RPOs if this in...

Created 16 Jan 16:01 by Kelly Kotara

COTI

3 Planned - to be scheduled
3 Vote

Be able to pull one segment to work order from header of segment in WO.

Have option to pull one segment in wo segment header from a PSQ quote.

Created 28 Sep 14:05 by Jesse Lindgren

PSQuoter / Integrations

0 Needs more votes
2 Vote

Update the GetChanges API to show the WO invoice status more quickly

Currently if you Invoice Immediately, the work order status goes to Invoiced, however the ticket status stays in Closed until the next day. This means that the work order stays in the Closed section of the Pipeline, and doesn't move to the invoice...

Created 01 Sep 19:05 by Jenna McStotts

ServiceLink

0 Needs more votes
1 Vote

Ability to add more than 1 Approver Group

Instead of having only 1 approver group per service writer/manager/scheduler, it would be ideal to be able to have more than one approver group per person because this would help the service department out when it comes to approving labor/time for...

Created 06 Aug 17:27 by Lynn Chou

ServiceLink

1 Will not implement
1 Vote

Search function within Drop Down Selection

Add a search feature to drop down selections to make it easier to find the drop down you need.

Created 06 Aug 02:19 by Stuart Bell

SalesLink

1 On Hold
5 Vote

Docusign dashboard in iQuote

Please create a Docusign dashboard in iQuote that allows reps, admins, and managers to see Docusign status of applicable quotes (e.g., Awaiting 1st signature, Awaiting 2nd signature, Complete)

Created 06 Nov 17:05 by Justin VAhlborn

iQuote / Dealer Idea

0
3 Vote

Include Physical Address in Results when Searching by Address

When trying to locate a customer by physical address in Customer Search, the results bring back billing address only. Numerous customers use different addresses for billing than their physical address, i.e. PO Box. We then have their physical addr...

Created 21 Sep 11:47 by Tonya Blessing

Customer Search

0 Needs more votes
2 Vote

Make the Extended Warranty Report visible in iQuote to Sales Reps.

Give the sales people visibility to the Extended Warranty Report (Extended Warranty Matrix, which is normally accessed from the Model Admin tile > Manage Menu > Extended Warranty Report) directly from iQuote in order to see a machines' first...

Created 28 Aug 20:30 by Ryan Stevenson

iQuote

1 Needs more votes
2 Vote

Limit of Rental inventory attachments in iQuote

Definition: Currently it is hard coded in the system to show only two attachments for rentals. We should have the ability to show more than 2 attachments for rentals. Reasoning: Currently it provides an incomplete accounting of all the attachments...

Created 28 Aug 15:42 by Andreas Kanitz

iQuote / Dealer Idea / New Functionality

0 Needs more votes

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