CloudLink Ideas Portal

2 Vote

Gatekeeper Function

Can you make the request form that the gatekeeper receives show what it was before along with the requested changes? I just see some reps coming back and saying no - change it back.

Created 06 Apr 14:52 by Virginia Johnson

Commissions Framework / Dealer Idea

0 Needs more votes
3 Vote

DocuSign - Change to the agreement document

For Dealers who don't need to get initials on their sales agreements, it would be nice to have the configuration to remove the boxes that say "initial here". - Relates to DocuSign

Created 11 Jun 21:47 by Kari Cannaday

iQuote

0
3 Vote

Docusign - Bug: customer name in subject field is putting contact name not customer name

Bug - The customer in the subject field needs to be the customer name, Right now it is the contact name which is wrong.

Created 11 Jun 21:43 by Kari Cannaday

iQuote

0
3 Vote

Docusign - change the 'send to docusign link' for multiple roles not just one

Right now you have to chose one role that has the ability to click "Send to DocuSign"This should be a config key for multi-choice of the iQuote roles to utilize the functionality****

Created 11 Jun 21:42 by Kari Cannaday

iQuote

2
3 Vote

Docusign - adding the sales rep email in the CC field by default

Otherwise they don't get notifications because it's being sent by a single generic email address.

Created 11 Jun 21:38 by Kari Cannaday

iQuote

0
3 Vote

Ability to mark a segment a not complete from a complete status

all new

Created 08 Jun 21:17 by Hector Catre

ServiceLink Flex

0
4 Vote

Integrate Qualtrics IP Survey into SalesLink (similar to Transactional Survey)

Having the results enables us to manage the issues via SalesLink, giving us better insights into the customer. This issue is only valid for Australian dealers.

Created 17 Aug 04:37 by Paul Meyer

SalesLink

1 Already exists
4 Vote

Add CAT eligible & CAT ineligible cost to quote calculation

We'd like to have the ability to indicate if something put on the quote is "CAT eligible or CAT ineligible" (a check box) and have the quote calculate a CAT GP & Dealer GP. Some dealership required costs are not recognized by CAT so our reps &...

Created 23 Jul 14:14 by Kelly Kotara

iQuote

0
3 Vote

Make Create Quote Date Visible & Add filter options

I'd like to incorporate the create quote date into the iQuote list of quotes as a column and add it as a filter option (similiar to the last changed filter).

Created 18 May 20:18 by Kelly Kotara

iQuote / Dealer Idea

0
4 Vote

Improved Lead and Opportunity Sales Funnel Report

Marketing Managers and Sales Managers need better visibility around the performance of a reps Sales Funnel and/or specific sources and campaigns. If we had a view similar to the attachment then we'd be able to quantify the results at a single glan...

Created 16 Jul 16:38 by Wendy Spalding

SalesLink / API, Data or Reporting

0 Needs more votes

CloudLink Ideas Portal

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Gatekeeper Function

DocuSign - Change to the agreement document

Docusign - Bug: customer name in subject field is putting contact name not customer name

Docusign - change the 'send to docusign link' for multiple roles not just one

Docusign - adding the sales rep email in the CC field by default

Ability to mark a segment a not complete from a complete status

Integrate Qualtrics IP Survey into SalesLink (similar to Transactional Survey)

Add CAT eligible & CAT ineligible cost to quote calculation

Make Create Quote Date Visible & Add filter options

Improved Lead and Opportunity Sales Funnel Report

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

Identify yourself with your email address

Gatekeeper Function

DocuSign - Change to the agreement document

Docusign - Bug: customer name in subject field is putting contact name not customer name

Docusign - change the 'send to docusign link' for multiple roles not just one

Docusign - adding the sales rep email in the CC field by default

Ability to mark a segment a not complete from a complete status

Integrate Qualtrics IP Survey into SalesLink (similar to Transactional Survey)

Add CAT eligible & CAT ineligible cost to quote calculation

Make Create Quote Date Visible & Add filter options

Improved Lead and Opportunity Sales Funnel Report

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