GetAccept's integration with HubSpot allows you to automatically populate product line items into pricing tables within your GetAccept templates. This functionality enables you to map HubSpot product data into specific tables and groups, providing a clear, organized presentation for your clients. Whether it's separating one-time fees from recurring fees or organizing product bundles, this setup ensures that your pricing data is accurate and well-structured.
Key Benefits of Using GetAccept Pricing Tables with HubSpot
Using the pricing table integration helps:
Automate pricing data entry: Save time by pulling product line items directly from HubSpot deals.
Organize pricing information: Separate fees, categorize product bundles, or highlight different pricing levels.
Enhance customer understanding: Provide customers with a structured, easy-to-read breakdown of costs.
Use Case Example
If a customer has both recurring and one-time fees in their HubSpot deal, you can configure separate pricing groups within a GetAccept template to display these categories distinctly. This organization improves transparency, helping customers understand the cost breakdown and value clearly.
Video Guide
Setup Requirements
Before starting, make sure:
You have GetAccept’s HubSpot Chrome Extension (Version 1.55 or higher).
The GetAccept integration is connected by an admin.
The Pricing Table feature is added into a GetAccept template
Access the Pricing Profile Settings
Navigate to Advanced Settings: In your GetAccept HubSpot integration, click the three-dot menu in the top right corner and select Advanced Settings.
Open Pricing Table Profiles: Once in the advanced settings, go to the Pricing Table section. Here, you’ll see the option to manage Pricing Table Profiles.
Create a New Pricing Table Profile
Click “Add New Pricing Table Profile” to start a new setup.
Profile Name: Give your profile a name.
Object Type and Template IDs: Choose Deal as the object type, and click on the pen icon to select specific templates where this profile should apply (optional but helpful for testing).
Configure the Pricing Table in GetAccept
Select Tables by Name or Number: Decide if you want to match HubSpot line items to the pricing tables in GetAccept by name or by order (number).
Apply to Pricing Table: Enter the name of the pricing table from your GetAccept template where the data should appear. The name must match exactly with the pricing table name in the GetAccept template.
In the integration setup:
In the GetAccept template:
Sort Products By
The "Sort Products By" option allows you to control the order in which products appear within a pricing group in GetAccept. You can choose between:
Default: Keeps the original order as they appear in HubSpot or your data source.
Ascending: Sorts products in ascending order, often based on product name or price.
Descending: Sorts products in descending order, based on the same criteria.
This feature helps you customize the presentation of your products, making it easier for recipients to follow and understand the pricing layout.
Define Data Mappings for Your Pricing Table
Map Product Fields to Table Columns: In the Define Your Data Mappings section, align HubSpot product fields to specific columns in your pricing table, like:
Name: Product name.
SKU: Product code or ID.
Unit Price and Quantity: Specify pricing and amount.
Discounts and Taxes: Define any discount or tax fields applicable.
Data Mappings for Group Summaries
Data Mappings for Group Summaries: Map HubSpot fields like discount and tax totals to group-level summaries for a clear breakdown.
Use Custom Rule
The Use Custom Rule option allows you to filter which products appear in a specific pricing group by setting up conditions based on product attributes. For example, you could create a rule to include only products where the "Product Type" equals "Recurring Fee."
This feature helps you control which items populate each pricing group, ensuring only relevant products are displayed based on your criteria, making the pricing table more organized and tailored to the customer’s needs.
Set Up Pricing Groups for Specific Product Types (Optional)
Why use Pricing Groups? Pricing groups let you organize products within a single table by type or function. For instance, if you’re selling software with setup fees and monthly fees, you can display these as separate groups within the same table for clarity.
If your pricing structure requires differentiation, such as recurring and one-time fees:
Add a Pricing Group: Click “Add New Pricing Group.”
Group Name: Give each group a clear name, e.g., "Recurring" or "One-Time."
In the Integration Setup:
In the GetAccept Editor Template:
Configuring Discount Settings
If your HubSpot line items include discounts that you want to display in the pricing table, follow these additional steps:
Turn Off "Use Pre-Calculated Values":
For discounts to appear accurately, make sure "Use Pre-Calculated Values" is disabled. This setting is locked on the default profile, so if you want to make changes, create a new pricing table profile.
Enable Discount in the Pricing Group:
In each pricing group, ensure the Discount field is enabled by mapping the relevant discount fields from HubSpot.
In the Integration Setup:
In the GetAccept Editor Template, toggle discount for each product row in the pricing table.
If you want the total discount amount to be displayed, add it in the Subtotal section, as discounts applied to individual line items are aggregated here.
In the Integration Setup:
In the GetAccept Editor Template, toggle discount in the Show/hide Pricing Summary Items:
Renaming Subtotals and Summaries for Clean Presentation:
To simplify the view, consider renaming "Subtotal" to "Total" and hiding the "Pricing Summary" if it’s not required. This creates a cleaner, straightforward view for your clients.
Example: If your client receives different discounts on various products, the subtotal will reflect the total discount across all items, offering a clear breakdown without repetitive entries.
Active Pricing Table Profile & Save Changes
Active the Pricing Table Profile by toggle the option and your pricing table profile will be enable in your next send out.
Save All Changes to activate the pricing profile with your defined mappings.
Testing Your Setup
Create a Test Contract: From a HubSpot Deal, initiate a contract using the configured template in GetAccept.
Verify the Line Items: Ensure that the correct HubSpot product line items populate into the designated pricing table and groups according to your setup.
Preview the Document: Use the preview feature in GetAccept to see how the pricing information will appear to recipients before sending.
Limitations and Assumptions
Compatibility: Only works with HubSpot Deals with linked product line items.
Currency: Based on deal currency if multi-currency is enabled in HubSpot; otherwise, it defaults to account currency.
Visibility: Preview the document in GetAccept to view the pricing table layout.
Tax and Multiple Pricing Tables: Currently, only one pricing table can be populated per template, and tax isn’t supported from HubSpot product line items.
FAQs
Can I include multiple tables in one template? Yes, but only one table can be populated with HubSpot data per template at this time. For other tables, data entry may need to be manual or pulled from another source.