As part of Funder Connect, Accelerate users are now able to generate quotations with live, up-to-date pricing from individual funders. This will allow your teams to be less reliant on ratebooks or manually sourcing prices from funders.
In order to create an Online Quote, you must have valid API credentials from the relevant funders, please see our document on Creating a Funder API Credential for further information. If you have credentials for multiple funders, you will be able to retrieve and compare prices from each.
Info: To create an Online Quote you must first have a valid existing Quote in Accelerate, please see our article on creating an automotive quote.
Requesting an Online Quote
Find and open the quotation in Accelerate you wish to retrieve an Online Quote for:
Ensure you are happy with the details of the quotation, including the vehicle, accessories, term and mileage limit.
You are then able to select the ‘Online Quote’ button in the top right of the screen:
Requesting an Online Quote from Funders
Once you have your funders setup - when you click ‘Online Quote’ the following page will be displayed:
Select which funders you wish to receive a quote from, and then click 'Request Quotes'.
Your requests will then display in the request log whilst they are being retrieved:
When your quotes are ready, the page will refresh and display your quotes in the ‘Quote’ table:
Note: You can leave the page whilst your request(s) are being handled, returning to the page will not create new requests.
You can see any previous requests in ‘Quote History’ :
Saving an Online Quote
Select which quote you wish to proceed with by clicking the ‘Select’ button below the quote table.
The Online Quote will then be merged into the existing Accelerate Quote and you will be taken back to the Quote page.
Your new quote details will now be saved on the quotation and ready to be sent to your customer!
Using the Online Quote Request Log
The Online Quote Request Log is a great way to view the status of any Online Quote requests that you make. The Funder Name, Status, Date and Log Message fields provide useful details about your request.
When you request an Online Quote it will display as ‘Quote Calculation in Progress ’
When an Online Quote(s) is returned the log will display ‘Quote Completed'.
If there is an error with your request, the error will display in the log message.
If your request times out, these errors may be caused because of incorrect or incompatible data entered when sent to the funders. Before requesting again, please check your data again and amend before sending a new request.