QV Systems

A guide on generating live, up-to-date quotes from multiple funders withinAccelerate using the Online Quotes feature.

Online Quotes

A guide to creating Funder API credentials in Accelerate for both API-based and RPA-based funders.

Creating a Funder API Credential

A guide on how to add funder commission and modify the OTRP (On The Road Price) when generating online quotes in Accelerate.

Adding Commission and Dealer OTRP to Online Quotes

A guide on enabling Funder Connect features (quoting and proposals) for specific users in Accelerate.

Enabling Funder Connect Features for an Accelerate User

A guide to submitting online proposals to funders via QV Apply, within Accelerate.

Submitting an Online Proposal using Funder Connect

Lex Proposal Form Setup

Funder Connect

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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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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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