Submitting a Proposal via the Portal
- Lauren Strang
Once you have configured all of your settings within the Portal, your internal staff and external introducers will be able to begin submitting proposals.
Capturing Customer Information
You will be able to select which Journey Type you would like to submit a proposal for, and the first stage of the proposal will be capturing the customer information:
When capturing customer information, your users or introducers will be able to search for company information using a Companies House lookup, or enter information manually.
Additionally, when completing the Contact Details section of a proposal, only one method of contact information is mandatory.
Capturing Director/Partner/PSC Information
You will then be able to capture information relating to any Directors, Partners or Persons with Significant Control. A user can either enter individuals information manually or fetch this directly through the Companies House integration:
When information is pulled from Companies House, this will not contain the date of birth or address history of a Director, so you will need to edit the individual and enter this information before being able to continue with your proposal:
You are also able to delete any individuals from a proposal if you don’t need their information associated with the proposal. Simply select the checkbox next to their name and hit ‘Delete Selected’:
Adding Guarantors
The next stage of completing a proposal will allow you to add any Guarantors to the Proposal.
Guarantors can either be an individual or a business, and the information captured will be different for each. Similar to the contacts associated with a business, you must ensure all mandatory information is completed before being able to continue with the proposal:
Adding an Asset
You will now be able to add an asset to a proposal. Basic information relating to the asset or equipment being quoted on can be input, including a description, costs and registration details.
When inputting information about a ‘Used’ asset you are also able to define whether the asset is VAT qualifying or not.
Once an asset has been added to a proposal, you will see a summary screen where more assets can be added to the proposal, and you can see a summary of the all assets and their costs:
Finance Details
Next, you are able to enter all of the financial terms relating to the proposal. Any terms and parameters input here will populate from the Ratecard associated with your Journey Type
To learn more about configuring Ratecards and Journey Types, please see our related documentation: Ratecards Journey Types & Custom Fields
Review & Submit
The final stage of completing a proposal within the Portal will allow you to add any final comments, and upload any documentation to attach to the proposal.
Any background information input against the proposal will be stored in the [WHERE] section of Accelerate.
When uploading documents to the proposal, you will see that the Document Types that have been configured will be available to categorise any uploads
Please read our help guide on Document Types for further information on how to configure these
Before submitting, you must also confirm that you have permission to search on any individuals you have captured against the proposal.
Once submitted, you will see a summary screen showing the details of the proposal you have just completed:
Activity History
On your home page, you will be able to see a history of any proposals that have been started and submitted within the Portal.
Any Proposals that have not been completed will have an ‘Edit’ option, and any submitted Proposals will have a ‘View’ option where you can look at the information that was originally submitted:
