CloudLink Ideas Portal

5 Vote

Populate Hours, Delivery Date, Engine Serial No. and Arrangement # fields in DSR

Populate this information on the DSR through mapping.

Created 19 Dec 00:25 by Danielle Ricketson

iQuote / Dealer Idea

1
5 Vote

Docusign dashboard in iQuote

Please create a Docusign dashboard in iQuote that allows reps, admins, and managers to see Docusign status of applicable quotes (e.g., Awaiting 1st signature, Awaiting 2nd signature, Complete)

Created 06 Nov 17:05 by Justin VAhlborn

iQuote / Dealer Idea

0
6 Vote

Maintain old Price Lists in iQuote

Price list period for attachments. Can we maintain old price lists in iQuote so when CAT discontinues a machine in inventory we need to be able to access old price lists to add attachments.

Created 04 Nov 22:09 by Lori Ciccarelli

iQuote

1
5 Vote

Adding Influencer email in Agreement Editor tab creates Gatekeeper request to SalesLink

When adding an email for an influencer in Agreement Editor for an existing customer, we need an automated Gatekeeper request to be generated for DBS/ SalesLink update. For prospects, the email add will automatically push into SalesLink at the infl...

Created 21 Oct 16:30 by Justin VAhlborn

iQuote / Dealer Idea

0
3 Vote

Abililty to add documents to a reservation request

have the ability to add supporting documents to a reservation request

Created 09 Sep 03:05 by Craig Pilcher

iQuote

1
7 Vote

Make Comment Mandatory when marking a Quote as No Deal in iQuote

Currently in iQuote reps can mark a quote as No deal without any explanation. This makes it hard for us with reporting. Marking that one field as mandatory (as we have it mandatory in SalesLink) would give us better understanding of why the quote ...

Created 11 Jul 13:33 by Rebecca Zanfardino

iQuote

2
2 Vote

Integrate iQuote with a payment gateway to simplify deposit payment

Integrating a payment gateway (like Texada Pay) with iQuote would allow customers to sign a quote digitally via DocuSign and be directed to pay a deposit.

Created 13 Sep 15:39 by David Vuong

iQuote / Integrations

0 Needs more votes
2 Vote

Make the Extended Warranty Report visible in iQuote to Sales Reps.

Give the sales people visibility to the Extended Warranty Report (Extended Warranty Matrix, which is normally accessed from the Model Admin tile > Manage Menu > Extended Warranty Report) directly from iQuote in order to see a machines' first...

Created 28 Aug 20:30 by Ryan Stevenson

iQuote

1 Needs more votes
2 Vote

Limit of Rental inventory attachments in iQuote

Definition: Currently it is hard coded in the system to show only two attachments for rentals. We should have the ability to show more than 2 attachments for rentals. Reasoning: Currently it provides an incomplete accounting of all the attachments...

Created 28 Aug 15:42 by Andreas Kanitz

iQuote / Dealer Idea / New Functionality

0 Needs more votes
6 Vote

When changing model numbers (per Cat), quotes should be switched over automatically to new model#

We changed model # and existing quotes could not be found. Had to get Uptake involved to update quotes with new model number.

Created 15 May 13:41 by George Norton

iQuote

1

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