CloudLink Ideas Portal

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
5 Vote

"Finance Specifications" section in Model Admin to have Financing terms populate in iQuote .

This idea would include both the Model Admin and iQuote Workspace. The Basic idea would be to add a "Finance Specifications" section in Model Admin to have Financing terms populate in iQuote. This would function similarly to how the "warranty spec...

Created 17 Feb 20:59 by Ryan Stevenson

iQuote / New Functionality

2 Needs more votes
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
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
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
8 Vote

Retain Quote Editor and Agreement Editor Component changes when we change the Configuration of a quote

We are encountering a poor user experience in iQuote when changes are needed to the Configuration of an existing quote. These changes can often be very minor eg adding an additional standard job. The rep has already invested time in the Compon...

Created 15 Oct 04:48 by Michael Green

iQuote / New Functionality

0
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
8 Vote

Reporting Functionality and API feed from iQuote

We need to gain access to data in iQuote. Currently, there is extremely little that can be extracted from iQuote.

Created 06 May 18:37 by Justin VAhlborn

iQuote

2
7 Vote

Invoke gatekeeper function when adding contact in iQuote header

We would like to make the gatekeeper function come up when a rep free types a contact name into the header vs. using the drop down. This drives better CQI.

Created 29 Jan 17:06 by Mike Love

iQuote

0
7 Vote

Search function in Model Administration

When Updating models in Model Administration it can be difficult if the model has been added previously. A Search Function to determine which Family Product Group it currently sits.

Created 07 Jan 23:49 by Justin Temple

iQuote

0

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