I would like to see more flexibility to the Options and Bundles functionality. We really need to be able to filter by new and used so that we can have options/bundles only apply to New and or Used quotes. An example for New is the GCI National Program where we have this loaded into iQuote as a Bundle so it is easy for the reps to add the CVA, EPP, and VL. But this then drives the bundle to show on Used quotes and the reps have to manually add it. An example for Used is CVAs and/or CAT CCU EPPs. We would love to be able to load in a 12 month or 24 month CVA/EPP to help with CCU sales but we would only want this to show for Used quotes.
Tony Lucini
