CloudLink Ideas Portal

3 Vote

Last update Date in COTI should include more or audit trail

We are often looking to see when the last activity took place on a deal in COTI so we can see when it was last touched, by whom. Currently the only thing that updates the "last updated date" is only impacted when deal details are changed or update...

Created 01 Apr 18:50 by Kelly Kotara

COTI / API, Data or Reporting

1 Needs more votes
1 Vote

Quote auto-close should be configurable

Foley Inc was told that when their iQuote was configured for their dealership some time ago it quotes were hardcoded at 90 days to go from in Progress to No Deal as per their requirements. If it needs to be changed to 120 now it would be an enhanc...

Created 21 Jul 13:51 by Stephen Cavanagh

iQuote / Internal Idea

0 Needs more votes
3 Vote

Ability to invoice in IQuote-

Would like to suggest the ability to invoice in IQuote. We currently create the quote and use DBS for invoicing. We then have to go back to IQuote to close the deal as won. It would be nice if invoicing and won functions were all tied together and...

Created 28 Mar 15:16 by Joanie Nicks

iQuote

0
1 Vote

Include the deal cancellation reason and notes in the system generated email

When cancelling a deal in COTI, Include the deal cancellation reason and notes in the system generated email

Created 20 Jul 04:34 by Mark Knight

COTI

0
3 Vote

Able to see Trade configuration on Quote and Agreement

When taking in a trade it is important that what the customer agreed to bring in is the same. We have units that use GPS for example and those can cost you a few GP points if you don't have them included on the agreement or can prove that was incl...

Created 13 Mar 16:21 by Carl Alexus

iQuote

0
1 Vote

Allow search for Deal ID (Sales ID)

Deal ID is visible in the URL in COTI but nowhere else. It would be good if you could search by this unique identifier, like you can with Quote #, Opportunity # etc.

Created 14 Jul 06:25 by Sheldon Newey

COTI

0
3 Vote

Button to automatically create an issue (Invoice Type) on the Customer AR Screen

It would be helpful to have a button on the AR screen for a Customer that when clicked automatically creates a Customer issue with the relevant fields populated.

Created 05 Mar 06:27 by Greg Chard

SalesLink / New Functionality / User Experience and Useability

0 Needs more votes
2 Vote

Ability for Admins to configure signature for iQuote Users

Currently, signatures in iQuote must be configured by each user themselves. The ability for Admins to to set these signatures by user would be useful for consistency and on-boarding of new employees.

Created 30 Apr 00:49 by Dylan Lightfoot

iQuote / Dealer Idea / New Functionality

0 Needs more votes
2 Vote

Adjust a setting so that if a sales rep from Division G (Machine) is quoting a rental machine out of Division W (Rental), that it can act like a Division G opportunity.

Can we adjust a setting so that if a sales rep from Division G (Machine) is quoting a rental machine out of Division W (Rental), that it can act like a Division G opportunity. Right now if a sales rep quotes a rental machine the opportunity shows ...

Created 12 Apr 18:30 by Lori Ciccarelli

SalesLink / Dealer Idea / New Functionality

0 Needs more votes
1 Vote

Check machine consist pricing against the current machine price list.

When adding a machine into a quote, check the consist pricing in iQuote against the current prices from the machine price list to indicate whether it is current or not.

Created 27 Jun 03:17 by Mark Knight

iQuote

0 Needs more votes

CloudLink Ideas Portal

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Last update Date in COTI should include more or audit trail

Quote auto-close should be configurable

Ability to invoice in IQuote-

Include the deal cancellation reason and notes in the system generated email

Able to see Trade configuration on Quote and Agreement

Allow search for Deal ID (Sales ID)

Button to automatically create an issue (Invoice Type) on the Customer AR Screen

Ability for Admins to configure signature for iQuote Users

Adjust a setting so that if a sales rep from Division G (Machine) is quoting a rental machine out of Division W (Rental), that it can act like a Division G opportunity.

Check machine consist pricing against the current machine price list.

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

Last update Date in COTI should include more or audit trail

Quote auto-close should be configurable

Ability to invoice in IQuote-

Include the deal cancellation reason and notes in the system generated email

Able to see Trade configuration on Quote and Agreement

Allow search for Deal ID (Sales ID)

Button to automatically create an issue (Invoice Type) on the Customer AR Screen

Ability for Admins to configure signature for iQuote Users

Adjust a setting so that if a sales rep from Division G (Machine) is quoting a rental machine out of Division W (Rental), that it can act like a Division G opportunity.

Check machine consist pricing against the current machine price list.

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