Introduction
The pricing table is a new element that you can insert into your template editor. Combined with our Microsoft Dynamics integration, it is now possible to automatically populate Dynamics product 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.
Setup
(Pre-requisites: Ensure that you have our GetAccept Microsft Dynamics Version 1.1.1.0 or higher, that your integration settings are updated to support CPQ, 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 Dynamics will populate the pricing table, and finally performing a test send to ensure the final result is as you expect.
Creating a template with a pricing table in GetAccept
First, we shall set up a template with a pricing table element that can be selected and populated within the Dynamics integration.
Create a new template in GetAccept or select an existing template where you wish to add a pricing table.
Create a new editor block.
Click the + button within the editor and select the Pricing table from the Insert Element dropdown menu.
Give the table a title and description.
Select the pricing table so that it is highlighted and click on the cogwheel icon to edit the settings.
Give the pricing table a name, set the desired currency and formatting and set automatic calculation to disabled. Click Save Settings.
Click the eye icon on the same editing toolbar to select which columns and fields should be visible to the recipient of the sending.
You can finally click on column names if you wish to adjust the labeling.
Your template setup is now complete. Now it's time to turn to Dynamics.
Enable Pricing Tables from Dynamics
Before you can use pricing tables in Dynamics with GetAccept a Dynamics admin user will need to enable the feature from the GetAccept Dynamics Integration settings.
Go to: Advanced Find
Look for: GetAccept Settings and view the results
Add the settings that should be included for GA Pricing table support
ga_enable_cpq
1 = Enabling CPQ
2 = Disabling CPQ
ga_cpq_profiles (only needed if you will use custom dynamics product fields)
Leave Value empty
Now as an admin user in GetAccept, you will need to enable the GetAccept Pricing table from within the GetAccept Microsoft Dynamics integration for the users in your entity.
Log in to the GetAccept Dynamics integration.
Select Settings.
Click "Enable CPQ".
Use Dynamics Product line items
When making a GetAccept send out from a Dynamics Opportunity or Quote, you will need to ensure that you have added product line items that are linked and that all required product line item fields are filled.
Note: A default profile is used to map Dynamics Product Data to a GetAccept Pricing table. If you would like to customize which data is used from Dynamics in the Pricing table you will need to create a new mapping profile as explained later in this article.
Making a sending in Dynamics using a template with a pricing table
Now you can navigate to a Dynamics Opportunity where you would like to make a test sending from.
Add products to the opportunity, giving them a price, quantity, sku, and line item description.
Select a recipient (preferably yourself for testing purposes). Click Next.
Select the template from the list where you know you have included a pricing table. Click Next.
If everything is set up correctly, your Dynamics product data will be pulled into the GetAccept Pricing table. Click Preview or Click Send to view the pricing table filled with Dynamics product data.
At this point, if you would like to edit the products in some way, you can Edit products from the Dynamics product line items, make the edit, and click Save. Then from the Dynamics integration you would begin the send out process again and select the same template.
You can now navigate through the rest of the GetAccept flow and finally click send.
You will shortly receive your test sending by email, including the newly populated Pricing table.
Dynamics CPQ Profiles:
If you would like to map specific fields from your Dynamics product line items to the GetAccept pricing table, such as custom fields, you will need to create a new CPQ Profile.
Log in to the GetAccept Dynamics integration with a GetAccept Admin user.
Click Settings in the integration.
For CPQ Profiles, click Create New.
Enter the product field data from Dynamics for the corresponding GetAccept pricing table fields. Refer to the GetAccept Pricing Table fields image above with the default profile settings.
Click Save.
Ensure new profile is selected as the Active CPQ Profile.
Default Profile in Dynamics mapped to GetAccept Pricing Table
Text in orange shows the default Dynamics fields being taken in the GetAccept Pricing table and where they would be displayed.
Note: For Discount in the pricing summary, we can either show the discount amount (flat discount amount) or the total discount percentage, not both.
Limitations & Assumptions:
We will be adding additional functionality to our pricing table support with Dynamice in the coming months. This will include, but is not limited to, support for multiple pricing tables and multi currency support.
Currency for the pricing table must be set in the GetAccept template
Total discount amount and Total Discount percentage cannot be displayed if both are used
Preview of pricing table is visible by previewing the document on the last step of the send out
All fields must be enabled on the pricing table in the GetAccept Template in order to mirror Dynamics fully