QV Systems

A guide on how to add a quote to an existing relationship or opportunity in Accelerate.

Creating an Automotive Quote

Explanation of how Accelerate checks e-sign document status and alerts senders upon signing.

E-Sign Checks

How to add, edit, move, and invoice cashflows in Accelerate.

Cashflows

How to Lock & Unlock Quotes: A Guide for Administrators with 'Can Unlock' Privileges.

Locking and Unlocking a Quote

A guide on setting and managing customer update frequency within Accelerate including automated updates via actions.

Customer Updates

Automotive Finance Quotes

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Create your workspace and invite the people you work with.

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

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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.

Prototype getting-started answer

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

Prototype integrations answer

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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