The pricing table is a new element that you can insert into your template editor. Combined with our HubSpot integration, it is now possible to automatically populate HubSpot product line item data into the GetAccept pricing table element in your template.
The end result is a clean, mobile-friendly way to present quotes to your customers. In this guide, we walk through the steps to set this up so that your users can easily start sending quotes.
(Pre-requisites: Ensure that you have our GetAccept HubSpot Chrome extension Version 1.42 or higher, that the integration has been connected from GetAccept by an admin, and that you have the pricing table feature enabled on your entity)
This setup will guide you through creating a template with a pricing table, specifying which data in HubSpot will populate the pricing table, and finally performing a test send to ensure the final result is as you expect.
HubSpot Product Line Item field mapping can be summarized in the image below:
GetAccept Pricing Table fields
HubSpot Product Line Items
Limitations & Assumptions:
We will be adding additional functionality to our pricing table support with HubSpot data in the coming months. This will include but is not limited to, support for multiple pricing tables and more data being available from HubSpot for use in a GetAccept pricing table.