CloudLink Ideas Portal

5 Vote

Improve info. flow to help with CQI initiative

CQI is a big initiative with Cat and Dealers and there are multiple opportunities to improve Uptakes applications relative to info. flow. These things need to happen very quickly. See below: 1) Set up a configuration to require a minimum of a pr...

Created 29 Jan 14:56 by Mike Love

iQuote

3
2 Vote

Quoting Templates that allow for a machine to be chosen when creating from the template

Sometimes we have units that are listed on our websites with specific configurations and/or work tools that we would like the ability to create a quote template for to streamline the process for our Sales Reps to quote these setups to customers.

Created 25 Apr 17:41 by Dylan Lightfoot

iQuote

1 Needs clarification
5 Vote

Improve the Price List Increase Adjustment Functionality in iQuote

Currently, the price list increase adjustment functionality can either be set on individual quotes by the sales rep or by an admin person in the model config section of iQuote. When year end approaches and CAT releases next years price increases w...

Created 17 Dec 21:30 by Tony Lucini

iQuote

4
3 Vote

API to eviz for RTS Dates, Backorder Dates, etc.

There should be more key date fields in COTI for delivery date changes that Caterpillar is currently sending to eViz. Accenture is working on getting this information updated to DBS. I know Warren is not the only dealer asking for this functionali...

Created 16 Feb 21:29 by Sara Drainer

iQuote / New Functionality

0
2 Vote

Have Standard Package Public view show Retail Price that includes Warrranty AND CVA

Standard Package public view does show overall retail price that includes warranty. However if we build standard packages with CVA, the included cost isn't listed on the overall list. It doesn't show until you go into the package itself.

Created 14 Mar 13:17 by Michael Doughty

iQuote

0 Needs more votes
1 Vote

Transfer uploaded documents from Inventory application to Iquote application

Make documents that are uploaded to a machine in the inventory application availabie in the inventory section of the Iquote App. While sales reps are looking at machines to quote, they would be able to view the inspection report and brochure, just...

Created 07 May 22:44 by Justin Wills

iQuote

0 Needs more votes
2 Vote

View the Docusign document in the winning configuration

Refer to ticket 81445 Currently in iQuote, you can only see the DocuSign document from the revision it was generated on, the Won revision. We would like to make this visible winning configuration tab as well.

Created 03 Mar 06:05 by Mark Knight

iQuote / User Experience and Useability

0
1 Vote

Show AX Standard Job Numbers in iQuote

Show the standard job number/ID in iQuote configuration so it will populate on the shop get ready document and quote worksheet.

Created 02 May 17:30 by Corbin Buchholz

iQuote

0 Needs more votes
5 Vote

Export of Excel from Search to return Full Search Results

User have advised the Export to Excel function on extracts the list show on screen and not the full search results. Eg. Search Results of 375 in below screenshot but only 50 records are extracted to Excel.

Created 27 Jun 05:08 by Justin Temple

iQuote

1
6 Vote

Updated Create Quote screen to mitigate duplicate Opportunities

Duplicate Opportunities plague every dealership, and are often created by iQuote. Reps tend to go directly to iQuote to start the quote, rather than starting in SalesLink. This process fosters a disconnect between an existing Opportunity, as well ...

Created 30 Jan 21:55 by Kari Cannaday

iQuote

0

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