CloudLink Ideas Portal

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
2 Vote

Gross profit percentages are now rounded to two decimal places in iQuote and COTI

Currently, some are rounded to zero decimal places while others are rounded to five decimal places, causing confusion.

Created 22 Nov 15:42 by David Vuong

iQuote

0 Planned - to be scheduled
2 Vote

Support for standard and custom credit claims in non-default currency in iQuote

No description provided

Created 22 Nov 15:32 by David Vuong

iQuote / New Functionality

0 Planned - to be scheduled
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
8 Vote

Multiple Units on one agreement

On most deals we will sell a combine and tractor on the same quote/agreement. Since moving over we have to get a customer to sign multiple agreements, which can be a nuisance for the customer.

Created 13 Mar 16:23 by Carl Alexus

iQuote / New Functionality

0
1 Vote

Ability to export post sale credit claims

Ability to export post sale credit claims.

Created 13 Aug 20:37 by vincent frataccia

iQuote

2 Needs more votes
1 Vote

Ability to import post sale credit claims

Created 13 Aug 20:34 by vincent frataccia

iQuote

3 Planned - to be scheduled
6 Vote

Reprice Quote when copied

Situation: User has copied an old quote and would like to update the pricing. Expected Solution: A button or menu item to allow quote to pull system current pricing (where available) for all line items in quote.

Created 27 Aug 21:37 by Court Laslop

iQuote

0

CloudLink Ideas Portal

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

Gross profit percentages are now rounded to two decimal places in iQuote and COTI

Support for standard and custom credit claims in non-default currency in iQuote

Reporting Functionality and API feed from iQuote

Invoke gatekeeper function when adding contact in iQuote header

Search function in Model Administration

Multiple Units on one agreement

Ability to export post sale credit claims

Ability to import post sale credit claims

Reprice Quote when copied

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

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Filter by category

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

Gross profit percentages are now rounded to two decimal places in iQuote and COTI

Support for standard and custom credit claims in non-default currency in iQuote

Reporting Functionality and API feed from iQuote

Invoke gatekeeper function when adding contact in iQuote header

Search function in Model Administration

Multiple Units on one agreement

Ability to export post sale credit claims

Ability to import post sale credit claims

Reprice Quote when copied

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