CloudLink Ideas Portal

Flexibility around a quote log

Added to the scoring sheet Dec 5 2019.
maybe Brent, or Peter or Kari can fill in some details

Overview

There are different aspects of this

  • Build on the EPG functionality to be a real quote document that can be presented to a customer

    • to do this the CSQ quote would have to be brought in to the quote log

  • For the other quote types make these more complete like EPG (left menu items), but focused on the different types, like industrial/marine etc.

    • Industrial/marine etc type quotes, share the same tables in iMACS and if we build out the additional functionality to be configurable by the dealer based on their needs would go a long way to make quote log more functional

      • Investigation is needed to flush out what is needed for the non EPG quote logs

  • Hector Catre
  • Feb 28 2020
  • Needs more votes
  • Attach files
      Drop here to upload


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