Introduction
Before a CRM integration can populate your quote data into GetAccept, you need a Pricing Table inside your template.
This article walks you through how to add a table, name it for mapping, and organize pricing groups to prepare it for integration.
Step 1: Create a Template in GetAccept
Go to Templates and create or open a template.
Add a new Editor block.
Click the + button and select Pricing Table.
Add a title.
Example:
You can create multiple tables in one template — for instance, “Subscriptions” and “Services” — to map to different product data later.
Step 2: Configure Table Settings
Click the Settings icon on the Pricing Table.
Enter a unique table name — this must match the name used in Pricing table configuration in your GetAccept integration.
Set currency and formatting preferences.
Turn Automatic Calculation off (since Salesforce CPQ will handle pricing totals).
Note: Table names are case-sensitive and must be unique per template.
Step 3: Add and Name Pricing Groups
Click Add new product → Pricing Group.
Give the group a name (for example, Services, Fees, Implementation).
Adjust visible columns and labels as needed.
Why this matters:
Group names help Salesforce or your CRM map specific data sections — such as “Implementation” or “Recurring Services” — to the right part of your quote.
Step 4: Prepare for Integration
Your GetAccept template is now ready for mapping.
You can connect it to your CRM using Pricing Table Profiles in your integration setup.