Quotes and Orders
A How-To guide on managing finance Quotes and Orders
Copying a QuoteHow to copy a Quote in Accelerate, within the same Opportunity or to a new one.
Creating a Multi Quote DocumentA guide to creating a multi-quote document in Accelerate, allowing you to present multiple quotes to a customer.
How to retrieve previously created formsMake changes to past orders or quotes in Accelerate. This guide shows you how to find and access previous versions of your forms.
Ancillary ProductsAdd ancillary products like insurance to Accelerate templates or by creating them from scratch.
Term and Regular Payments InformationControl how Term and Regular Payments display in Accelerate. Adjust Pause Type and Initial Payments for desired combinations.
LeaselinkA helpful guide to using the Leaselink integration with Accelerate
Fleet ProcureA guide on our Fleet Procure integration
Automotive Finance Quotes
Automotive Finance Quotes
Creating an Automotive QuoteA guide on how to add a quote to an existing relationship or opportunity in Accelerate.
E-Sign ChecksExplanation of how Accelerate checks e-sign document status and alerts senders upon signing.
CashflowsHow to add, edit, move, and invoice cashflows in Accelerate.
Locking and Unlocking a QuoteHow to Lock & Unlock Quotes: A Guide for Administrators with 'Can Unlock' Privileges.
Customer UpdatesA guide on setting and managing customer update frequency within Accelerate including automated updates via actions.
Asset Finance Quotes
Asset Finance Quotes
Asset Management SettingsHow to configure Asset Management Settings in Accelerate for managing Asset Finance deals.
Progressing a ProposalA guide on how to edit and progress proposals requiring underwriting within Accelerate.
Adding an Asset to a QuoteA guide on adding and configuring asset details when creating a customer quote in Accelerate.
Adding An Asset QuoteA guide on how to configure assets in Accelerate for customer quoting.
Orders
Orders
Creating an OrderA guide on how to create and manage orders in Accelerate, including communication with dealers and generating order documents.
Adding a Dealer Contact to an OrderA guide on how to add dealer contact details to an existing order in Accelerate.
Cancel an OrderA guide on how to cancel an order in Accelerate, including setting up a 'Cancelled' status.
Adding a note from orders listA guide on how to add notes to an order directly from the Orders list in Accelerate.
Progressing an Order From The Orders List ScreenA guide on how to change order statuses directly from the Orders list screen within Accelerate.