CloudLink Ideas Portal

A Variation module in iQuote that allows changes to be added and approved to the original quote.

To have the ability to send a quote variation from iQuote using DocuSign that just lists the variations for the customer to approve instead of recreating the entire quote. This would automatically integrate back into the quote and shop get ready form once the customer has signed off on the variations.

  • Mark Knight
  • Apr 12 2023
  • Needs more votes
How often would this idea be used? Daily
How much time would you save when the idea is implemented? It would save hours of work
How many people at your company would benefit from this idea? Most people (25 + )
What problem is your idea trying to solve?

Tracking customer approvals for changes made after a deal is won.

  • Attach files


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