CloudLink Ideas Portal

Give dealer more control/hands on when it comes to quote format

We'd like the ability to have more control on what quote format(s) we use.  I'd like to manage that at the dealer level vs working with Uptake to manage the formats. Ideally, each user would be able to pick their format from 4-6 choices (again, that the dealer manages). These documents are representative of our company but really aren't up to what we would prefer to present.

  • Kelly Kotara
  • Sep 5 2019
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  • Ryan Stevenson commented
    July 21, 2022 21:00

    Fully on board with this idea. Hope to see it made possible.



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