Quotes and Orders
A How-To guide on managing finance Quotes and Orders
21 articles
- 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.