Common questions

Setup

The card is not on my deal

Refresh the page first. If it is still missing, the card was not added to the deal view you are looking at. See Setup guide, stage 3.

Something I just changed is not showing

Refresh the page. HubSpot caches record layouts and app data, so a recipe you just published or a setting you just changed sometimes needs one reload.

A colleague cannot use the card

• If they see a message asking them to contact their supervisor, they have no assignment. Create one under User & Permission Assignments.
• If they see a message that no recipes are assigned to them, add recipes to their assignment.

See Users and assignments.

Vendor connection

My token is about to expire

You get an email 30 days and 3 days before the expiry date, and the card shows a warning from two weeks before. Importing keeps working until the token expires. Add the new token before you remove the old one, because Atlassian stops the old token as soon as you rotate. See Vendor quote import.

My token stopped working

If Atlassian refuses a token, it is marked Refused in Vendor Connections and no longer used. If you have other tokens connected, the card tries those. Create a new token at Atlassian and add it.

Atlassian is down or not responding

Importing fails while the problem lasts, and the card says so. We do not switch to another token and do not mark your token as refused, because the token is not the problem. The same applies when Atlassian limits the number of requests. Try again later.

Can I use a colleague's connection?

No. Each person adds their own token and only sees their own. When someone leaves, the person who takes over adds a token of their own.

The quote number I entered found nothing

Check the number against the Partner Purchasing Center. Then check that your token is set up for the transaction account that holds the quote. A token for another account finds nothing and shows no account error.

Quotes and line items

What happens if I create line items twice on the same deal?

The second run archives every line item on the deal, including ones added by hand, and writes the new ones. If an old line item cannot be archived, the card tells you. Remove it by hand in HubSpot so it is not counted twice.

Two people create line items on the same deal at once

The second person gets the message that another generation is in progress for this deal. They can try again a minute later.

Someone edited a line item QuoteXelerator created

The change is recorded in the compliance log and emailed to your change-notification addresses. It is not undone. See Notifications.

Which currency are line items in?

Always the customer currency of the recipe you used. To price a deal in another currency, use a recipe for that currency.

Recipes

I need to change a published recipe

Published recipes cannot be edited. Create a new recipe with the settings you want, publish it, add it to your team's assignments and archive the old one. Line items created with the old recipe keep its rules. See Recipes.

I have hit the recipe limit

The trial allows 3 active recipes and a subscription allows 10. Archive a recipe you no longer use to make room. Archiving does not change line items already created with it.

Currency

There is not enough currency to cover a deal

When the deal reaches Contract Sent, nothing is reserved for it and the reserve responsibles get an email. A reserve is only created when your available balance covers the whole amount. Record the currency you bought under Currency Reserves. See Currency reserves.

The ECB rate is not available

QuoteXelerator uses the most recent ECB rate it has stored. If no stored rate exists for the currency, creating line items fails with a message that exchange rates could not be fetched.

The market moved after I sent the quote

The daily digest to your FX drift recipients lists quotes on deals in Contract Sent where the rate moved against you past your threshold. The quote is not repriced and the deal is not changed. See Notifications.

Why did my customer not get the rate of my cheaper reserve?

One of these applies:

• The recipe's margin strategy is Consolidate (keep margin), which keeps the difference for you.
• The reserve does not cover the whole deal.
• The reserve rate is worse than today's rate.

See Currency reserves.

People and access

Someone cannot do something they expected to

Check their role and their recipes under User & Permission Assignments. There are no individual permission switches. What a person can do follows from their role. For example, only the owner can open Compliance Logs. See Users and assignments.

Our owner has left

If they still have access, ask them to transfer ownership to a manager. If their HubSpot account is already deactivated, nobody else can start a transfer. Write to contact@quotexelerator.com. Your recipes, deals and compliance log are not affected.

Trial

What happens when the trial ends?

Until a subscription is active, the card and most of the app settings stop working. That includes creating line items, recipes, approvals, vendor connections and the compliance log. Your subscription, preferences and billing stay reachable. Nothing is deleted, and everything is there again once you subscribe.

What QuoteXelerator blocks

Most things are recorded and allowed. These are refused:

• An exchange rate further below the ECB rate than your favorable allowance (0.25% by default, set under Favorable allowance vs ECB on the Currency Reserves tab). There is no override.
• Editing a published recipe.
• Creating a recipe beyond your limit.
• A target price that would take the margin below zero, unless you are the owner.
• Reserving more currency than is available.
• A second line item run on a deal while the first is still in progress.
• Using the card without an assignment, and any action your role does not allow.

Currency movement, edits to created line items and expiring tokens are recorded and reported, but they do not stop anyone working.

Still stuck?

Write to contact@quotexelerator.com, or use the support portal to open a ticket.