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Lex Proposal Form Setup

How to setup Lex proposal form.

Funmilola Olorode avatar
Written by Funmilola Olorode
Updated over 7 months ago

To streamline the process of receiving Quotes and Proposals from Lex. It's essential to configure your QV Apply forms correctly. This ensures the accurate transfer of information to Lex.


Steps to Setup

To setup your QV Apply forms sign-in to your QV Apply Admin portal. You will need to add Lex Autolease as a funder.

See QV Apply | Manage Funders on how to add a new funder to your QV Apply Site.

Note: The QV Apply funder name must match exactly the name of the funder in Accelerate.

Once your funder is setup you need to modify the forms. Click on the name of your chosen form to edit:

Info: Lex supports the following legal forms: Limited Company, LLP, Partnership (4+ & <4), PLC, Private Individual, Registered Charity and Sole Trader.


Private Individual Fields

For a Private Individual please use the following fields:


Business Legal Forms Fields

For any of the above mentioned business legal forms, please use these fields:

Click on the submit button once you've wrapped up editing your form to ensure it's saved!

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