QV Apply is a website that is integrated with Accelerate, which enables your customers to submit their financial information in preparation for sending this to a funder for a credit decision. QV Apply is designed to be customisable to your branding and business needs, is quick and easy for your customers to use and will work on any device.

A key piece of functionality available with QV Apply is the ability to set up Funder Forms. This allows you to configure the information captured based on the funder you have selected for that Quotation. For example, if ‘Funder A’ only requires 3 years address history, but ‘Funder B’ requires 5 years address history, this can be built into the site to ensure you are always capturing valid information for each funder

Once the team at QV have created the QV Apply site for you, you are able to begin customising this to meet your business needs. To access the administration side of QV Apply, the url will be:

If you're an Accelerate Admin, you can use the same login info to access your QV Apply site's admin settings. Need help setting things up? Just click here for detailed instructions.

Once you have completed configuring your QV Apply site, you can then begin sending links to your customers to complete their information.

There are two ways an online proposal can be completed, either by sending the link directly to the customer or launching the proposal form from within Accelerate, and walking through this with the customer yourself.

Once a QV Apply link is generated, this is valid for 14 days. Additionally, if a customer starts their form and is unable to complete it, their progress will be saved and allow them to start again at a later time (if within the 14 day period).

The most common way to send a QV Apply link is to email this directly to your customer, this gives them the option to complete the form in their own time.

An email can be sent out via an Action or using an email template, however the template must include the tag #PROPOSAL_LINK# to ensure that the correct URL is sent to each client.

For guidance on how to configure Actions and email templates, please see our below guides:

If you want your customers to be able to complete their proposal form directly from a document, there are tags and functionality available to do this.

Firstly, ensure you have your template configured to show where you want the link to appear, you can then add the document tag cust_online_proposal_link which will generate the unique QV Apply URL for that customer.

Then when editing your document, ensuring the document tag is selected, add in the URL bar the text you would like to appear in place of the URL and concatenate with |.

A QV Apply form can be created for a customer from either the Relationship or Quote screen in Accelerate. Once your site is set up you will see this button

when you click this the QV Apply proposal form will launch in a separate tab:

You will then be able to walkthrough the form with your customer and entering their data on their behalf.

When a customer receives a QV Apply link, this will already contain any information you already hold on that customer, so they will only need to update or add new details as needed.

Once you have received a completed proposal form, you will want to merge this information back onto the Relationship record in Accelerate, to avoid your team having to re-key this information.

You will then see a section called ‘Online Proposals’ on the Relationship record, from here you can download a PDF copy of the customer’s information, and also merge this information

This will then push all of the updated information from that customer onto the record in Accelerate.