CloudLink Ideas Portal

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
1 Vote

Enhance quote editor to allow changes to the model description.

Currently there is nowhere in the quote editor to change the model description and still send through DocuSign. For example, 305-WJ which is the price list model.

Created 12 Jan 05:48 by Mark Knight

iQuote

3 Needs more votes
1 Vote

Improved support for downloading large files

Large files in COTI can sometimes cause issues when the user is attempting to download them.

Created 10 Jan 21:22 by David Vuong

COTI

0 Needs more votes
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
3 Vote

Gatekeeper - Completed On field for Done Requests and Export Button for Analysis

It would be valuable to see when a request was Completed On from the Done Request screen. This will allow us to see how long it is taking for requests to be processed (without having to go into each request to see this information). It would also ...

Created 11 May 17:47 by Tracy DiStefano

SalesLink / Dealer Idea

0 Needs more votes

CloudLink Ideas Portal

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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)

Enhance quote editor to allow changes to the model description.

Improved support for downloading large files

Add CAT eligible & CAT ineligible cost to quote calculation

Make Create Quote Date Visible & Add filter options

Improved Lead and Opportunity Sales Funnel Report

Gatekeeper - Completed On field for Done Requests and Export Button for Analysis

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

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)

Enhance quote editor to allow changes to the model description.

Improved support for downloading large files

Add CAT eligible & CAT ineligible cost to quote calculation

Make Create Quote Date Visible & Add filter options

Improved Lead and Opportunity Sales Funnel Report

Gatekeeper - Completed On field for Done Requests and Export Button for Analysis

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