QV Apply

QV Apply is a website that is integrated with Accelerate, which enables your customers to submit their financial information in preparation for sending this to a funder for a credit decision. QV Apply is designed to be customisable to your branding and business needs, is quick and easy for your customers to use and will work on any device.

If you are interested in using a QV Apply proposal site, please submit a ticket to our Support team via the Support Hub

A key piece of functionality available with QV Apply is the ability to set up Funder Forms. This allows you to configure the information captured based on the funder you have selected for that Quotation. For example, if ‘Funder A’ only requires 3 years address history, but ‘Funder B’ requires 5 years address history, this can be built into the site to ensure you are always capturing valid information for each funder.

Configuring your QV Apply site

Once the team at QV have created the QV Apply site for you, you are able to begin customising this to meet your business needs. To access the administration side of QV Apply, the url you will be:

If you are an Administrator within Accelerate, you will be able to log into the admin settings of your QV Apply site using the same credentials. Once logged in you will have 3 menu options:

• Brand Settings

• Proposal Settings

• Manage Funders

Brand Settings

Within Brand Settings, you are able to upload your company logo and details such as your address, business hours and contact information.

Additionally within this section, there is the ability to update the colour scheme of the website to match your business. You can do this by either using the colour picker functionality, or simply input your hex codes if you know them:

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Once you have configured all your settings, select ‘Submit’ to save any changes.

Proposal Settings

Within Proposal Settings, you will be able to add any important information and content to assist your customers when completing their proposal form. The form is split into sections such as Personal Information, Personal Addresses etc, and you can add explanatory information onto each section if required.

Additionally you will be able to decide which Accelerate Proposal Status you want your Quotation to move to once the customer submits their proposal form:

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In order to move a Quotation to a specific proposal status, the above field must be populated with an existing status name and match exactly how it is spelt in Accelerate. For example, if you have a Proposal Status of ‘Proposal Form Received’, this field would not work if populated with ‘proposal form received’. The spelling, capital letters and punctuation must match exactly.

Again, when you have completed your changes, select ‘Submit’ to update your QV Apply site.

Manage Funders

Within Manage Funders, you are able to set up individual proposal forms for Funders that you submit proposals to. These forms can be configured to ensure the minimum amount of data will always be collected based on the funder’s requirements.

When you first sign into your QV Apply site admin, you will see a ‘Default’ form. This can be treated as a ‘catch-all’ form, for any proposals where you do not know which funder you will propose this deal to.

To create a new form, you can select the ‘Add Funder’ button:

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The Name of the funder, must match the name of the Funder record in Accelerate (ensuring all punctuation and capital letters are matching). This will ensure any Quotes where this funder record is used will populate this form when using QV Apply.

Once you select ‘Submit’ at this stage, a new section called Application Forms will appear. From here you will be able to configure each form based on Relationship Type.

To do this, select the Relationship type you want to begin configuring, and you will be taken to a screen where the various fields available for that Relationship type will be presented:

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You will then be able to define whether a field is used or not, and if so whether it is optional or mandatory. Additionally, you can also update the field name on a form if required.

At the bottom of each form there is also the option to add Custom Fields:

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You will able to choose where in the form your Custom Field will appear, whether the fields are mandatory or optional, and also whether you want the field to be a text input or a Yes/No checkbox.

Once you have completed configuring your form for each Relationship Type, you can select ‘Submit’ to save any changes.

Using QV Apply

Once you have completed configuring your QV Apply site, you can then begin sending links to your customers to complete their information.

There are two ways an online proposal can be completed, either by sending the link directly to the customer or launching the proposal form from within Accelerate, and walking through this with the customer yourself.

Once a QV Apply link is generated, this is valid for 14 days. Additionally, if a customer starts their form and is unable to complete it, their progress will be saved and allow them to start again at a later time (if within the 14 day period)

Sending a QV Apply link via email

The most common way to send a QV Apply link is to email this directly to your customer, this gives them the option to complete the form in their own time.

An email can be sent out via an Action or using an email template, however the template must include the tag #PROPOSAL_LINK# to ensure that the correct URL is sent to each client.

For guidance on how to configure Actions and email templates, please see our below guides:

• Templates & Smart Tags (Email, Letters, SMS & Consolidated Invoicing)

• Actions

Adding a QV Apply link to a PDF document

If you want your customers to be able to complete their proposal form directly from a document, there are tags and functionality available to do this.

Firstly ensure you have your template configured to show where you want the link to appear, you can then add the document tag cust_online_proposal_link which will generate the unique QV Apply URL for that customer.

Then when editing your document, ensuring the document tag is selected, add in the URL bar the text you would like to appear in place of the URL and concatenate with |.

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Launching QV Apply from Accelerate

A QV Apply form can be created for a customer from either the Relationship or Quote screen in Accelerate. Once your site is set up you will see this button, and when you click this the QV Apply proposal form will launch in a separate tab:

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You will then be able to walkthrough the form with your customer and entering their data on their behalf.

Merging Data back into Accelerate

When a customer receives a QV Apply link, this will already contain any information you already hold on that customer, so they will only need to update or add new details as needed.

Once you have received a completed proposal form, you will want to merge this information back onto the Relationship record in Accelerate, to avoid your team having to re-key this information. When a completed proposal is received, the account manager for that record will receive an email notifying them of this.

You will then see a section called ‘Online Proposals’ on the Relationship record, from here you can download a PDF copy of the customer’s information, and also merge this information onto the Accelerate record using the yellow ‘edit’ pencil and subsequent ‘Merge’ button:

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This will then push all of the updated information from that customer onto the record in Accelerate.