CloudLink Ideas Portal

1 Vote

Price Model to Base Model Association

Develop a page, exportable spreadsheet, or some other tool that shows the price model to base model association.

Created 09 Apr 15:58 by Corbin Buchholz

iQuote

2 Needs clarification
5 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
1 Vote

would like a pop up in iquote to inform salesman to check notes and docs in saleslink client acct

We would like a pop up message to appear to the salesman when they go to do a quick quote or quote in iquote... which either directs them to look at notes and docs on the saleslink acct level or shows the notes and docs in the pop up

Created 13 Dec 20:58 by Janet Perry

iQuote

1 Needs clarification
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
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
2 Vote

Need to be able to assign prices by additional levels within division

Additional flexibility of pricing is needed within division. Should consider additional pricing by status and/or inventory account number.

Created 13 Aug 16:22 by George Norton

iQuote / Dealer Idea

1 Needs clarification

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Price Model to Base Model Association

Support for ONE configurator

would like a pop up in iquote to inform salesman to check notes and docs in saleslink client acct

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

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

Need to be able to assign prices by additional levels within division

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Price Model to Base Model Association

Support for ONE configurator

would like a pop up in iquote to inform salesman to check notes and docs in saleslink client acct

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

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

Need to be able to assign prices by additional levels within division

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