CloudLink Ideas Portal

1 Vote

We would like to see the entire description pull in from DBS along with reference numbers.

We would like iQuote to pull down the entire description with attachments. For example MIN HYD EXCAVATOR and the second line with COUPLER, SSL with respective reference numbers visible.

Created 19 Jun 19:43 by Melissa Bonney

iQuote

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1 Vote

When copying from an existing quote in iQuote to have the ability to change the source for the new quote.

Currently if we copy from an existing quote that has a piece of inventory in it where that piece of inventory is no longer in stock iQuote gives an error.

Created 12 Jun 05:35 by Mark Knight

iQuote

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1 Vote

A Variation module in iQuote that allows changes to be added and approved to the original quote.

To have the ability to send a quote variation from iQuote using DocuSign that just lists the variations for the customer to approve instead of recreating the entire quote. This would automatically integrate back into the quote and shop get ready f...

Created 12 Apr 05:04 by Mark Knight

iQuote

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1 Vote

Auto populate the engine number into the delivery service record

To get the engine number from the machine configuration to auto populate into the machine delivery service record.

Created 24 Oct 02:41 by Mark Knight

iQuote / API, Data or Reporting

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1 Vote

Add Configurability/Features to "Look for" in IQuote

Dealers use the "look for" search bar in IQuote differently from one dealer to the next. Configurability should be added so that dealers can choose if they want their default to be "inventory" or "quotes." I think the same options should apply to ...

Created 13 Aug 17:19 by Michael Kreher

iQuote / Dealer Idea

0 Needs more votes
1 Vote

Add list price to iQuote machine listing screen

All information will to determine quote will be then available on one screen.

Created 25 Mar 19:53 by George Norton

iQuote / Dealer Idea

2 Needs more votes

CloudLink Ideas Portal

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We would like to see the entire description pull in from DBS along with reference numbers.

When copying from an existing quote in iQuote to have the ability to change the source for the new quote.

A Variation module in iQuote that allows changes to be added and approved to the original quote.

Auto populate the engine number into the delivery service record

Add Configurability/Features to "Look for" in IQuote

Add list price to iQuote machine listing screen

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

Filter by status

Filter by category

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We would like to see the entire description pull in from DBS along with reference numbers.

When copying from an existing quote in iQuote to have the ability to change the source for the new quote.

A Variation module in iQuote that allows changes to be added and approved to the original quote.

Auto populate the engine number into the delivery service record

Add Configurability/Features to "Look for" in IQuote

Add list price to iQuote machine listing screen

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