The Products section is where you create and manage the items used in your pricing tables within GetAccept. It is especially useful for users who maintain their pricing data directly in GetAccept instead of syncing product information from a CRM.
What you can do in Products
In Products, you can:
Create new products
Edit product details
Organize products into groups
Add pricing, descriptions, and attributes
Manage optional products or variable quantities
Maintain a clean internal product library
This ensures consistent pricing for users who build their quotes directly in the GetAccept editor.
When to use Products
Use the Products section if you:
build pricing tables directly in GetAccept
manage your catalog inside the app
want reusable product data in proposals or contracts
need structured product information without CRM sync
use product properties to enrich your pricing displays
Who should use Products (and who should not)
Use it if:
You manage product data inside GetAccept and rely on the internal Product Library.
You don’t need it if:
You are connected to a CRM (e.g., Salesforce, HubSpot, Pipedrive) that already manages product data.
In those cases, the CRM becomes the source of truth, and product details sync from the CRM — not from this section.