Online Proposals Customer Onboarding

The following is a list of assets and information we require for a new online proposal site.

Quick Reference

Further information on these checklist items can be found in the notes below.

  • High resolution logo
  • High resolution favicon
  • Quotevine API Key
  • Administrator contact name and email address

Images

We might ask you to provide a logo and/or favicon if these aren't already available to us. For any image we require the highest resolution source image you have.

Quotevine API Key

To hook up the online proposal site to your Quotevine account we require an API key.

Follow only the "Generate a Key" section of this help document:
Getting Started with the API

Use the following values:

Description: Online Proposals
Error Email Address: web.admin@quotevineapp.com
Outbound Email Address: <leave blank>
Read Allowed: Must be checked!

We require the API Key that is generated for you.

Administrator contact name and email address

We require the name and email address of someone who will be responsible for the administration and setup of the online proposal site. Some site content and behaviour can be controlled using settings in the site's admin pages. Once initial setup has been completed only infrequent maintenance is required to update terms and conditions, declarations, phone numbers etc. as and when they change.

Domain name

Your live online proposal site will be hosted under our dedicated domain qvapply.app.

E.g. abc-leasing.qvapply.app

This means there is no technical setup for you to undertake regarding DNS records and avoids any potential issues with email deliverability, third party services etc.

Initial Setup

When your online proposals site is live you will be sent a URL, username and password to login to the admin site. When you login for the first time you should immediately change the password you were given.

You will need to review the Site Settings and amend as necessary before you start sending out online proposals.

The settings are grouped into several sections and help text is displayed beneath each field.

Testing

You can test your online proposal site by creating test relationships in your Quotevine account and starting a new online proposal using any of the methods described in this support document:
Using Online Proposals

Abandoned Proposals

Every morning at around 06:00 (UTC) the online proposal site will generate a report on your customers that started an online proposal the previous day but had not submitted it by 06:00 (UTC).

A report will be emailed to each account manager listing their customers fitting the above criteria. No email will be sent to an account manager if there is nothing to report.

Customers without an account manager will be reported to the site administrator.

Here is an example of the email content:


The following customers started an online proposal yesterday but failed to submit it by 06:00 today.

Personal

Relationship ID Customer name Abandoned stage Proposal ID
7351617 Mr John Smith Review 35
1584758 Mrs Jane Information 33

Business

Relationship ID Customer name Abandoned stage Proposal ID
58965842 Quotevine Ltd Review 184