Note: GetAccept has a HubSpot CRM card that may be used to send a document. It is automatically enabled when you connect GetAccept to HubSpot and can be used instead of our Chrome extension. It has improved designs and capabilities. Learn more here and give it a try.
Step 1: Getting Started
Navigate to a deal, contact, or company record in HubSpot.
These are the areas where the GetAccept integration is active.
Log in to the GetAccept integration using your GetAccept credentials.
Click on Create to start a sendout.
Choose what type of content to send:
Contract: For proposals, quotes, contracts, etc.
Non-Signable Content: For presentations.
Deal Room: A place to streamline your sales process and share all relevant sales content. (Learn more about Deal Room in the app.)
Step 2: Adding Recipients
Once you've selected either Contract or Non-Signable Content, you’ll proceed to the next step.
The integration will automatically fetch the primary contact associated with the HubSpot record.
Add additional recipients, if needed:
Use the search field to find and add more contacts to your sendout.
When you’re done, click Next.
Step 3: Using Templates or Using Templates
In this step, you can choose from the following options:
Use a Template: Select a premade template saved in your GetAccept account.
Upload a Document: Add a new document from your computer.
If Using a GetAccept Template
Once you select a GetAccept template and click Next, your template may contain fields that automatically populate Deal or Company information from HubSpot.
Here, you will either see fields that are already populated or fields you need to complete before proceeding to the next step.
Ensure that the Pricing Table option is enabled to populate the table with HubSpot line items.
Step 4: Adding Engagement
In the Engagement step, personalize your sendout by recording an introduction video:
Record a new video directly.
Select an existing video from your library.
Step 5: Sending Options
Before sending your document, you can customize the following:
Document Name: Edit the document name to make it clear for recipients.
Email Content: Personalize the email message that accompanies the document.
Sending Options:
Preview Document:
Open a new window to review the document from the recipient’s perspective before sending.
Open in GetAccept:
Redirect to app.getaccept.com to open the document as a draft. This allows for further edits before sending.
Sign and Share Document Link:
Seal the document and generate unique document links for each recipient.
The document will not be sent automatically; you can manually share the links as needed.
Sign and Send:
Seal and send the document immediately to the added recipients.
View Summary and Track Engagement
Click on "View Summary" on the sent document you want view
Recipient Information
Example Recipient: Susan McShane (Role: Signer).
Displays the recipient's status, engagement level, and last active time.
Status
The current document status, e.g., "Reviewed."
Engagement
Shows how many times the recipient has viewed the document (e.g., "1 view").
Last Active
Tracks the last time the recipient interacted with the document (e.g., "2 minutes ago").
Time Spent on Every Page
Document content breakdown
Update Pricing Table
Allows you to adjust or update pricing details for the contract.
Using the Conversation Feature (Chat)
Real-Time Communication:
Engage with recipients via the conversation tab.
Typing Messages:
Use the text box to send new messages to the recipient.
Conversation Tab Overview:
A simple and intuitive way to maintain communication while tracking document activity.
