Please note that this article refers to the old Salesforce integration for GetAccept. The new one is available here: https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000E1Z2sUAF
There are two ways of populating data from your CRM into your GetAccept template before sending it out within the Salesforce widget.
- Using Text Fields within your GetAccept template to have the information filled in, but having the opportunity to change it before sending the document out in the widget.
- Using Merge Fields within your GetAccept template to have the information printed on and not having the opportunity to change it before sending the document out in the widget.
When uploading a template within the Salesforce widget, click on the View Merge Fields button. This will open a list of merge fields that you can use to populate your template. Copy the merge field, which will then be pasted into the text or merge field on your GetAccept template.
Once copied, switch to GetAccept and go to the template you are working on. Take the copied merge field and paste it in either your Text Field or Merge Field.
Now, you will see the information auto-populated within the widget and on your document. Select and upload the template you are working on to see the data merge. Click on the Preview button to make sure the information is correct. Click Next and continue sending out your document.