QV Systems

How to configure Asset Management Settings in Accelerate for managing Asset Finance deals.

Asset Management Settings

A guide on how to edit and progress proposals requiring underwriting within Accelerate.

Progressing a Proposal

A guide on adding and configuring asset details when creating a customer quote in Accelerate.

Adding an Asset to a Quote

A guide on how to configure assets in Accelerate for customer quoting.

Adding An Asset Quote

Asset Finance Quotes

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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