CloudLink Ideas Portal

Quote Revision - Show or highlight only the new revision price for the customer

Ability to only show or highlight the new added/adjusted costs on a revision for the customer rather than the entire quote. On large work orders issuing an entire revision can confuse customers. Customers have requested in some instances they only want to see the costs associated to the new work on a revision or have the additional costs at least highlighted on the quote revision so is easy to identify additional scope and costs that require approval.

  • Dan Ham
  • Mar 26 2024
  • 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 a month of work
How many people at your company would benefit from this idea? Most people (25 + )
What problem is your idea trying to solve?

Customers find it hard to identify what is the additional scope and costs that require approval and have requested to have these easily identifiable.

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  • Admin
    Mark Dearborn commented
    29 Jan 18:39

    This needs more votes from other dealers to be a top idea.

    As a workaround, has there been consideration to adding additional numbered segments strategically for new work, and having those as low numbers so they show up at the top of the quote?



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