CloudLink Ideas Portal

1 Vote

Competitive sell price logic change to accommodate multi-currency quotes

The competitive sell price is populated by default using logic that currently works best for mono-currency quotes. This enhancement will update the logic so that the competitive sell price is Foreign currency Sell Price converted to local currency...

Created 20 Mar 16:20 by David Vuong

iQuote / New Functionality

0 Planned - to be scheduled
18 Vote

Upload CVA pricing

Today, CVA pricing must be updated by filling out a spreadsheet and asking Texada staff to update the pricing which typically happens on an annual basis. This enhancement will add the ability for customers to this themselves in the application.

Created 29 Nov 22:39 by David Vuong

iQuote

0 Planned - to be scheduled
4 Vote

Option for Reps to send reservation cancellation

Provide the ability for a rep to "cancel" a reservation in Inventory module via iquote the same way they request for a resevation to be created

Created 11 Nov 02:03 by Melissa Maxwell

iQuote

0 Needs more votes
5 Vote

A de-select all function in the quote editor - options tab

To add a function to deselect all options in the (redacted) screen below rather than having to deselect each individual "preselected" option.

Created 04 Sep 15:41 by Janet Perry

iQuote

3 Needs more votes
1 Vote

The std job add option and checkbox needs to be hidden once the std job has been selected

Once the std job has been selected the check box and add function should not be visible. Only std jobs that have not been selected should have the check box and add functionality, similar to how local items work.

Created 10 Feb 00:10 by Mark Knight

iQuote

1 Needs more votes
2 Vote

Improve Local Item Addition Performance to Avoid Duplicates

After selecting the required local items and clicking “Add Sel”, if the button is clicked again while the system is still processing, the items will be added multiple times after the screen refresh. To prevent this, the "Add Sel" button should be ...

Created 06 Dec 04:47 by Aly Elraghy

iQuote

0 Needs more votes
3 Vote

Add visibility to reservations for machine and customer in quote

At least when marking 'Lost' or 'No Deal' adding visibility to reservations the rep has on the quoted machine and quoted customer. At the time they marked it, is when a next step action is needed to manage reservations, linking visibility to that ...

Created 25 Sep 15:30 by Jordan Monroe

iQuote

2 Needs more votes
10 Vote

Link the sales model (price model) in iquote to the equipment in DBS using the price model not display model for new machines

Change the mapping when iQuote maps to the equipment in DBS to map using the price model and not the display model for new machines

Created 07 Sep 02:24 by Mark Knight

iQuote / Integrations

6 Needs more votes
1 Vote

Alternate quote templates

Some sales reps prefer a simple one-page quote template rather than the default multi-page template. Rather than force one or the other, an idea is to allow for sales reps to choose from two templates: a long-form quote template and a simplified q...

Created 28 Dec 04:14 by David Vuong

iQuote

0 Needs more votes
4 Vote

Support for ONE configurator

Caterpillar has a ONE configurator that some dealers are looking to use instead of the CAT configurator.

Created 06 Mar 14:50 by David Vuong

iQuote

1 Needs clarification

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