CloudLink Ideas Portal

Would like the ability to quote multi-unit deals in iQuote

Assumption is that all units would be configured exactly the same way in iQuote and have the same related charges (i.e. freight, prep, standard warranty, RSA, extended warranty etc.).  Currently reps are having to copy a quote multiple times and then upload the same documents again in order to get it all into COTI correctly, by SN.  I'm not sure how the best way to handle a trade would be in this case, since we would not want the same trade SN to show up on every single unit in COTI.

  • Deborah Styring
  • May 14 2018
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  • Deborah Styring commented
    July 28, 2021 13:18

    Can someone please advise if this is still being planned? Initially just looking for multi-unit functionality for units that are exactly the same. Since SalesLink has this ability already to create multi-unit deals in COTI, I'm hoping that the same sort of logic could be used? Thank you.

  • Dylan Lightfoot commented
    November 25, 2020 21:54

    Is this still in planning?? Holt of Ca (Ag division) comes across this a lot. This would greatly increase efficiency among Sales Coordinators if this was possible.

  • Hector Catre commented
    July 25, 2019 19:01

    May need to split this in AUS and the rest of the world



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