Introduction
If you work with complex quotes containing different product types—like Subscriptions, Services, and Add-ons—you can separate these into multiple pricing tables in your GetAccept template.
In Salesforce, this setup is managed through the GetAccept Admin App, where each pricing table and group can be mapped to specific Salesforce data.
Step 1: Prepare Your Template in GetAccept
Before setting up in Salesforce, make sure your GetAccept template is ready:
Open your template in GetAccept.
Add multiple Pricing Tables—for example, Subscriptions and Services.
Click the Settings icon on each table.
Give each table a unique name that matches what you’ll use in Salesforce.
(Optional) Inside each table, add Pricing Groups such as Implementation or Support.
Table names are case-sensitive and must match exactly between GetAccept and Salesforce.
Step 2: Configure Multiple Tables in Salesforce
In Salesforce, open the GetAccept Admin App → Setup → Pricing Tables.
Open your active Pricing Table Profile.
Click Add Table to create another mapping.
For each table, define:
Table name: Must match your GetAccept table name (e.g., Services).
Totals object: The parent Salesforce object (typically Opportunity).
Product row object: The line item object (typically OpportunityLineItem).
Each table now maps to one Pricing Table in your template.
Step 3: Apply Table Filters
Filters decide which Salesforce products go into each table.
Click Edit on a table.
Open Pricing Group Settings.
Add a Pricing Group Rule to define which product data is included.
Example rules:
Subscriptions →
Product2.Family = "Subscription"Services →
Product2.Family = "Service"Add-ons →
Product2.Family = "Add-on"
Tip: You can also sort products by fields such as Start Date or Region for additional organization.
Step 4: Configure Pricing Groups
Each Pricing Table can have one or more groups to separate product details even further.
In the Group Edit view, set:
Select Group: Choose Match by Name (recommended) or Match by Order.
Sort by: Select a Salesforce field, such as CreatedDate.
Pricing Group Rule: Apply filters (e.g.,
Product2.Family = "Service").
Groups give you more flexibility in how products are organized and displayed in your GetAccept document.
Step 5: Test Your Setup
Open a Salesforce Opportunity with several line items.
Add or edit products as needed.
Click Send with GetAccept.
Choose your mapped template.
Confirm each product appears in the correct table.
Example:
Subscription products appear in the Subscriptions table, while one-time setup fees appear in Services.
Troubleshooting
All products appear in one table
→ Check your Pricing Group Rules and verify table names match.
Totals seem incorrect
→ Turn off Automatic Calculation in the GetAccept Pricing Table.
Table not populating
→ Verify that table and group names are identical in GetAccept and Salesforce.
Incorrect sorting
→ Define a Sort by field in your group settings.