CloudLink Ideas Portal

2 Vote

Ability to Mark Quotes as NO DEAL in Mass

Have the ability to close out old quotes in mass when a rep has left the company, like closing past due activities or opportunities without linked quotes in mass.

Created 03 Apr 22:08 by Janet Colley

iQuote

1 Needs more votes
2 Vote

Create email notifications when new quotes are added in iQuote

Today, in Saleslink there is a function to setup users to receive emails when new leads or opportunities are created. However, this process does NOT work for iQuote opportunities for some reason even though when a quote is created in iQuote it cre...

Created 02 Apr 19:50 by Tony Lucini

iQuote

0 Needs more votes
2 Vote

Adding Equipment Physical Status (D365 dealer)

We migrated to D365 in 2023, Equipment has 3 different statuses - we currently have mapped the Agreement Status. We would also like to see Physical status in iQuote and the Inventory applications.

Created 18 Mar 18:40 by Tracy DiStefano

iQuote

0 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
9 Vote

Add Customer Email Address to Agreement Editor Section of the Quote

Caterpillar is requiring email addresses for loyalty surveys and many other items. We need to be able to collect email addresses in iQuote on the sales order. Right now, in the Agreement Editor section of the quote we require the Customer Contact ...

Created 30 Aug 16:13 by Tony Lucini

iQuote / Dealer Idea

2
5 Vote

Mandatory fields in an opportunity is not the same in iQuote

When creating a new opportunity in iQuote (quote creation process) there are the following fields that is not mandatory in iQuote that is Mandatory in Sales Link Branch Description Industry CodeIf the quote is won in iQuote can the status of the o...

Created 25 Feb 23:07 by Daniel Matthews

iQuote / Integrations

4 Needs more votes
8 Vote

Make Standard Extras dealer manageable & add to Model Admin

Currently, if I want to add a standard extra it has to go through the helpdesk which takes up Uptake support resources and doesn't happen as quickly as we'd like it too. It would be nice to allow the dealer to add/deactivate these as needed. Since...

Created 02 Mar 22:39 by Kelly Kotara

iQuote / Dealer Idea / User Experience and Useability

1
8 Vote

Model Admin Improvement to handle CAT changes

To help with some challenges we are having w/ model admin due to CAT's recent nomenclature changes: add column/ability to deactivate a model (either base or display) so it will no longer show up on the drop down menus add a column/ability to assig...

Created 02 Mar 21:59 by Kelly Kotara

iQuote / Dealer Idea

1
4 Vote

Have iQuote Signed Sales Agreement and Predefined Documents Flow into COTI

We would like to mirror the way our uploaded documents flow into COTI for the Signed Sales Agreement and Predefined Documents under the documents tab in iQuote.

Created 09 Sep 17:54 by Fallon Foale

iQuote / Integrations

0
7 Vote

Enable dealers to upload local items in the UI

Currently, when a dealer wants to upload a new local items file, they have to submit a ticket, which is frustrating for the customer and uses scarce internal resources.

Created 28 Jul 16:51 by Peter Le Mare

iQuote / New Functionality

3

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