After you have connected GetAccept to one of our CRM Chrome Extensions (Pipedrive, Hubspot, Freshsales, Upsales) you can combine it with our integration with Google Docs to make inline edits right within your CRM!
This is great if you need to make advanced edits to your GetAccept templates before sending them to recipients. You can add images, edit inline text, add anything else you would normally be able to do in the Google Editor. This can be used for Google Docs, Sheets, and Slides.
If you choose one of your Google Doc templates and continue to the next screen, you will see that there is an Edit Document button above the Preview Document button.
When you click the Edit Document button, you will see a window slide out to the left. This window is essentially the whole Google Docs Editor right within your CRM!
Make your edits to the Google Doc and then click the Save Changes button to the right. You can still use GetAccept template fields on these docs to merge CRM data into your template. Once you've updated your doc you can then continue to deliver your send out.
Note: The Google Doc edits will not reflect if you click the Preview Document button. If you would like to make sure the changes look how you would like, click the Open in GetAccept button and continue to send it out through GetAccept.