As part of Funder Connect, Accelerate users are now able to generate proposals 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 Proposal, 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 Proposal you must first have a valid existing Quote in Accelerate, please see our article on creating a quote.
Note: The Funder Connect page requires the user flag ‘Funder Connect’ to be enabled in user settings.
Requesting an Online Proposal
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. Then, select your chosen Funder using the ‘Funder' dropdown:
Note: If your relationship legal form is Private Individual and your chosen funder is Lex Autolease - you MUST create an Online Quote first. See Creating an Online Quote for more information.
Click ‘Save’ to save your quote. Next, select the ‘Online Proposal’ button in the top right of the quote screen.
QV Apply
QV Apply will then display the form setup for your chosen funder. Here you can send the QV Apply link to your customer for them to fill out the form.
Once your customer has submitted their proposal form, navigate to the ‘Online Proposals’ dropdown on the relationship details page:
Click the edit pencil on the submitted proposal to see the proposal details. When you have reviewed the details and are happy, scroll to the top of the page and click the ‘Merge’ button:
Now, return back to the quote page and click the ‘Submit to Funder’ button:
QV Apply ‘Review and Send’ page
The QV Apply ‘Review and Send’ page will be displayed in a new tab:
Here you can review all of the proposal details before submitting to a Funder. Once you are happy, Click the ‘Submit’ button and your proposal will be submitted to the Funder:
Here you can review all of the proposal details before submitting to a Funder. Once you are happy, click the ‘Submit’ button and your proposal will be submitted to the Funder:
Your proposal request will then be sent to your chosen funder. To view the progress of your request, click ‘Funder Connect’ in the side menu bar. The following page will be displayed:
Note: The Funder Connect page requires the user flag ‘Funder Connect’ to be enabled in user settings.
On this screen you can see the progress of your proposal and any errors that may have occurred. You can also click the link to each proposal to see further details.
Info: Proposals can take up to 2 minutes to return from each funder. Proposals will time out after 3 minutes of inactivity.
Once your proposal is complete the table entry will display ‘Proposal Completed’.