iQuote is the Uptake Canada program to configure and quote machines and attachments, customized to the quoting process at each individual Dealership.
Whether the sale is from inventory, standard configuration, Caterpillar price list or configured manually, iQuote brings together all the information needed to create a professional-looking quote in one robust tool.
Built-in administration tools are available to pre-populate values for merchandising programs, extended warranties, default GP% and other important elements, making it easier (and faster) for sales reps to create and deliver quotes.
Integration with SalesLink opportunities provides visibility to the sales funnel, aiding in equipment and financial forecasting. Various customer-facing and internal documents can be configured for warranties, CSA’s, service requests and legal agreements (RPO, sales and rental). It also maps in DBS Standard Jobs Transaction Register for PDI and other costs associated with the machine.
Deliver highly professional and consistent quotes for any machine or attachment designed to complement any Dealer's specific quoting process with iQuote.
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