QV Systems

A guide to getting started with Accelerate, including logging in, resetting passwords, and managing push notifications.

Getting Started with Accelerate

Explore guides on configuring and optimising Accelerate features. 

Setup

Create and manage reusable templates in Accelerate for emails, letters, SMS, and more, to save time and maintain consistent communication.

Templates (Email, Letters, E-sign, SMS & Consolidated Invoicing)

Merge tags for primary contact and relationship details, including dates.

Relationship Tags

A list of smart tags available for use in opportunity-related templates within Accelerate.

Opportunity Tags

A list of smart tags available for use when creating order-related templates inAccelerate.

Orders Tags

A list of smart tags available for use in quote-related communications within Accelerate.

Quote Tags

A list of smart tags available in Accelerate for use when creating vehicle-related templates.

Vehicle Tags

A reference of email tags for personalising communications in Accelerate, including account manager, administrator, and user details.

Account Managers, Admins & Working User's Tags

Merge tags to display contact details from your customer relationship management (CRM) system.

Contact Tags

A list of smart tags available for use in asset-related templates within QV Systems.

Asset Tags

A list of smart tags available for use in contract-related templates within QV Systems.

Contract Tags

A list of smart tags available for use in Radia campaigns within Accelerate.

Radia Tags

Templates & Smart Tags

This article provides guidelines for designing PDF templates for Accelerate document production engine.

Designing Documents for Accelerate

How to tag fields in Accelerate to auto-populate data.

Tagging Your Documents

Manage documents in Accelerate: Learn how to un-publish documents to temporarily hide them, or delete documents permanently.

Un-Publishing or Deleting a Document

Manage your document templates: define which documents are created based on type, product, and brand.

Defining Document Filenames

Document Management

Settings

A guide on how to add new users in Accelerate, either by copying an existing user or creating a new one from scratch.

Adding a User

How to Delete a User in Accelerate - Ensure correct user is deleted before confirming.

Deleting a User

How to grant access to your fleet management customers.

Adding a User to a Relationship

Print notes on various documents such as quotes, orders, and delivery instructions within Accelerate.

Printing Notes

Edit loss reasons in Settings to customise your Opportunity screen dropdown.

Loss Reason

Why do emails sometimes fail to send? This article explains the reasons why Accelerate can't deliver an email.

Email Issues

Manage your business finances effectively using Nominal Accounts. Set up and integrate seamlessly with your accounting software via our API.

Nominal Accounts

Control user access to calculations editing with tailored permissions settings in your organisation.

Calculation Permissions

How to change a user's permissions to give them access to order information.

What is a Working Administrator

A guide for system administrators to edit underwriting settings including referral, accept, and decline reasons, and sub proposal statuses.

Underwriting Settings

A guide on how to set up and manage custom fields in Accelerate to store additional relationship information.

Custom Fields

Learn how to add ancillary products to your contracts using Accelerate's quote/order page.

Creating Ancillary Products

Keep tabs on your business leads! Add and manage sources in the Settings tab to track ROI and focus on what works.

How to Add a Source

System admin guide to setting up calculation defaults in the system.

Calculation Defaults

Restrict users' ability to change Order and Proposal statuses in your settings.

Restricting Order Edits

A guide to sending Online Proposals via email or completing them on behalf of clients.

Using Online Proposals

How to create and use sequences in Accelerate to keep track of your deals and progress.

Sequences

Managing multiple brands in Accelerate: How to add and assign users to specific brands for streamlined business operations.

Adding a Brand

Ensure your emails reach your recipients with Accelerate's email deliverability guide.

Configuring Email Domains

How to create, download, and modify pricing files for Leasing.com.

Pricing Files

Editing User Privileges

Adding an Image to an Email Template

Fixing Missing Opportunity Types for Users: An Admin Guide

Opportunity Types

A guide to setting up default cashflows in Accelerate for administrators.

Default Cashflows

Forward emails into Accelerate for easy association with relevant contacts and relationships.

Inbound Email

How to set up and send group emails in Accelerate.

Group Emails

How to create custom mandatory fields in Accelerate, ensuring specific information is provided before saving.

Mandatory Fields

How to enable SMS replies in Accelerate, including configuring settings and sending/receiving messages.

Configuring SMS Reply

How to upload and attach documents to your emails in Accelerate - a guide for administrators and users.

Library Documents

How to transfer customer relationships to a new employee in your Accelerate, including associated tasks and opportunities.

Transferring Relationships

Set up default nominal accounts for specific cashflow types in Accelerate to streamline your invoicing process.

Cashflow Type - Nominal Account Links

This guide explains how to generate and send letters to customers within Accelerate using letter templates.

Creating Letters

A guide to creating Demands and Needs statements in Accelerate. Set up questions, define their order, and view them on your Opportunity page

Creating a Demands and Needs Statement

How to add a bank account to Accelerate for printing your own account details on invoices.

Bank Accounts

Terms and Discount Management

General settings

Overview of the Workflow Settings within Accelerate, where you can configure statuses and actions to tailor the system to your business.

Workflow Settings

A guide on how to create and manage automated actions within Accelerate, including attaching them to specific statuses.

Actions

How to create and manage round robin groups in your workflow settings.

Round Robin Groups

A guide on creating and using checklists within Accelerate to ensure users complete necessary steps when changing statuses.

Checklists

A guide to explain how to control which proposal statuses are displayed.

Proposals List

Learn how to create object level checklists in Accelerate. These checklists are flexible and not tied to status changes.

Object Level Checklists

How to configure status durations to highlight when an Opportunity, Quote, Proposal, Order, etc has been in a particular status for too long

Status Duration

A guide to creating and managing custom statuses in Accelerate, including setting status paths to control workflow progression.

Custom Statuses

Trigger actions based on key dates in Workflow Settings. Set Date Milestones to MOT Expiry, Delivery Date, etc.

Date Milestones

Set up Trustpilot automated feedback emails in Accelerate: a step-by-step guide.

Trustpilot Email Action

Workflow settings

How to link one contract to another in Accelerate to represent various relationships such as back-to-back arrangements or renewals.

Contract Link Types

A guide to explain how to clear relationship and test data in Accelerate before going live or when using a Sandbox account.

Deleting Test Data

A guide on how to set up automatic updates to vehicle status based on contract status changes within Accelerate.

Updating Vehicle Status From Contract Status

This guide provides step-by-step instructions on how to restore accidentally deleted relationships within Accelerate.

Restoring a Deleted Relationship

Learn how to edit existing documents within Accelerate, including making copies, uploading new versions, and adjusting settings.

Editing an existing document

This article explains how to delete unwanted records in Accelerate, even when the delete options are usually disabled.

Deleting Unwanted Records

A guide on how to add, configure and publish documents within Accelerate.

Adding a New Document

A guide on preparing PDF files for the Accelerate Document Builder, including unsupported features, common errors, and usable fonts.

Preparing a PDF for Document Builder

A guide to creating and managing SMS marketing campaigns within Accelerate, including setup, regulations, and pricing.

SMS Campaigns

A guide for QV Systems Accelerate administrators on how to organise and edit their Accelerate settings.

Organisation Settings

Status Updates From Sent Docs

Organisation settings

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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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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