Any user who is an Administrator within Accelerate will be able to log in to the Customer Portal settings area. This will allow you to manage your branding and online proposal settings.
To log into the admin area, navigate to your Customer Portal URL
[businessname].qvportal.app
Use your Accelerate credentials to login. This will bring you to the below screen with 4 options:
Brand Settings
Within Brand Settings, you are able personalise your company's profile such as managing your address, business hours, and how customers can reach you.
Click here to see more details about each fields:
Click here to see more details about each fields:
Fields | Meaning |
Logo | Section to upload your company logo |
Site title | Preferred Customer Portal Title |
Business name | The name of your business |
Business address | The address of your business |
Business hours | The opening times of your business |
Telephone number | Your operating hours |
Email address | The email associated with your business |
Display service interval | Show vehicle maintenance schedule. |
Vehicle disclaimer quote | Statement that aims to protect you from liability for any potential issues or damages. |
Vehicle disclaimer order | Statement that protects your company from any potential issues or defects with the vehicle during the order |
Vehicle disclaimer contract | Statement that protects your company from liability for any issues or damages related to the vehicle after the sale |
Disclaimer | Statement limiting responsibility. |
Footer text | Text at the bottom. |
Document footer text | Text at the bottom of documents. |
Include asset information | Whether to display vehicle details in the portal. |
BVRLA Logo | BVRLA Logo upload |
Must download before applying | Prompting document to be downloaded before application can be made. |
Disable Online Proposals | This setting prevents clients from submitting proposals directly through your online platform. |
Additionally within this section, there is the ability to update the colour scheme of the website to match your business. You can do this by either using the colour picker functionality, or simply input your hex codes if you know them:
After completing all the necessary fields, simply click the 'Submit' button.
Proposal Settings
Within Proposal Settings, you can add important information and content to help your customers navigate the portal or complete their proposal form.
Note: Customers can change or update their addresses as necessary.
Additionally, you can choose which Accelerate Proposal Status you want your
Quotation to move to once the customer submits their proposal form.
In order to move a Quotation to a specific proposal status, the above field must be populated with an existing status name and match exactly how it is spelt in Accelerate. For example, if you have a Proposal Status of ‘Proposal Form Received’, this field would not work if populated with ‘proposal form received’. The spelling, capital letters and punctuation must match exactly.
The form is divided into General and Page content sections.
You can add explanatory information to each section if needed.
Click to view the meaning of each field in general sections.
Click to view the meaning of each field in general sections.
Fields | Meaning |
Application name | Title of the application |
Proposal status on customer submission | The status a proposal has when a customer submits it |
Proposal status on submission to funder | The status a proposal has after the proposal is sent to a funder |
Early termination request status | The status a proposal moves to when a customer asks to end their agreement early. |
Important information | Key details to convey to customers. |
Proposal declaration | Statement customers agree to when submitting a proposal. |
Proposal thank you message | Message displayed after customers submit a proposal. |
Click to view the meaning of each field in page sections.
Click to view the meaning of each field in page sections.
Fields | Meaning |
Personal start content | Introductory text displayed at the beginning of the personal proposal form |
Personal display marketing consent | Customer's agreement to receive marketing messages |
Personal marketing content | Marketing preferences for individuals. |
Personal display permission to search | Consent for customers to see if their personal information is used for marketing purposes. |
Personal information content | Explanatory information related to personal data collection in the proposal form. |
Personal addresses content | Explanatory information related to personal addresses within a proposal form. |
Personal address content | Content related to personal addresses in the proposal form. |
Personal employments content | Information about the customer's employment history displayed on the proposal form. |
Personal employment content | Section for job-related details |
Personal finances content | Section for personal finance information |
Personal part exchange content | Information related to a customer's trade-in vehicle. |
Personal additional content | Extra information related to an individual's proposal. |
Personal review content | Allows adding content to the review section of the personal proposal form. |
Business start content | Introductory text displayed at the beginning of the Business section of the proposal form. |
Business display marketing consent | Permission to use business data for marketing. |
Business display permission to search | Consent to perform business credit checks. |
Business permission to search content | Explanation of why the business needs to be searched. |
Business information content | Company details section content |
Business contact content | Details for reaching the business. |
Business director content | Content related to the business director's information in the proposal form. |
Business director address content | Where to include info about a business director's address on proposal forms. |
Business finances content | Section for adding text about business finances on the proposal form. |
Business additional content | Extra business info section in the proposal form. |
Business review content | Section for business-related review text. |
After completing all the necessary fields, simply click the 'Submit' button.
Portal Settings
The portal settings gives you control over the customer portal's user interface and displayed information.
The page is organised into two sections: customer portal screen settings and vehicle disclaimer settings
Customer Portal Screen
This section contains the area segments of the customer portal interface. It allows you to edit the title to your desired choice and also to select which segments you would like the portal to display.
To edit the title, go to the 'Title' column and locate your desired segment. Click on it to make changes.
To enable or disable a segment, navigate to the 'Enabled' column and find the circle on the same row as the desired segment. Click on the circle. A checkmark image indicates it's enabled; the absence of a checkmark means it's disabled.
Vehicle Disclaimers
Click to view the meaning of each field.
Click to view the meaning of each field.
Field | Meaning |
Vehicle disclaimer quote | Protects the seller from liability for issues with the vehicle during the quoting process. |
Vehicle disclaimer order | Protects the seller from issues with the vehicle while ordering. |
Vehicle disclaimer contract | Protects your company from liability for vehicle issues after the sale. |
Must download before applying | Notifying the need to download the document before you can apply. |
Disable Online Proposals | Stops clients from submitting proposals online. |
Display service interval | Show how often vehicle needs servicing |
Cashflows session title | Title for the section displaying cashflow information. |
Quote payments | Payment details for quotes. |
Order payments | Payments due when an order is placed. |
Once you've filled in all the required information, just hit 'Submit.
Manage Funders
Manage Funders lets you create custom proposal forms tailored to each funder you work with, ensuring you always gather the essential information they require.
When you first access your QV Apply site, you'll see a default form for general proposals.
To create a new form, click 'Add Funder'.
The funder's name here must exactly match the one in Accelerate so your quotes link correctly.
After submitting, an 'Application Forms' section appears. Here, you can configure each form based on 'Legal form'.
Select a type to see and adjust its fields, making them used, unused, optional, or mandatory. You can also rename fields if needed.
At the bottom, add 'Custom Fields', choosing their placement, whether they're required, and their format (text or yes/no).
Once you've finished configuring each Relationship Type's form, click 'Submit' to save your changes