CloudLink Ideas Portal

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
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
3 Vote

Ability to create a new (manual) quote in USD

We're unable to do any manual quotes unless we start with a USD pricelist. This works for machines where one exists but if we want to quote a non-CAT item or an accessory in USD, there's no easy way to do this. Best approach so far has been to sta...

Created 14 Jul 22:44 by michael groseclos

iQuote / New Functionality

0
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
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
2 Vote

When re-opening a quote have the option to keep the existing documents uploaded to the winning configuration

We want an option in iQuote to keep the documents uploaded to the winning configuration after the deal was won when it is re-opened.

Created 12 Jun 07:29 by Mark Knight

iQuote

3 Needs clarification
3 Vote

Winning Configuration fields are not pre populating

When a Quote has been updated from In Progress or Submitted to Won status, some of the Winning Configuration fields are not pre populating; Branch (should default to Brach selected in the Opportunity), PWC (should match what was selected in the Op...

Created 03 May 23:03 by Court Laslop

iQuote / New Functionality

0
3 Vote

Competitor Info Not Pre Populating from Opportunity

When the Quote has been updated from Submitted to No Deal, Lost or Won status the Competitor information is not pre-populating that was originally entered in to the Opportunity before the quote was created.

Created 03 May 22:55 by Court Laslop

iQuote / New Functionality

0
6 Vote

Create a setting that will allow reps to share all their quotes with another rep

When a rep retires, we would like to be able to share ALL of the retired rep's quotes with the new rep that is replacing him/her. We currently have to manually edit each historical quote to manually share it OR we have to change the rep's profile ...

Created 12 Feb 15:48 by Jessica Mayher

iQuote / New Functionality

1
5 Vote

Sort Worktools category in iQuote from New to Rental to Used.

I'm not sure if all dealers have a tab specifically for worktools in iQuote or not, but currently there is not a configuration to default all New worktools to the top of the page. Right now, worktools aren't sorted at all like machines are.

Created 05 Mar 23:05 by Danielle Ricketson

iQuote

0

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