Go to a deal, contacts, or company. This is where the integration is active
Log into the GetAccept integration with your GetAccept credentials. Click on Start sendout, after this is done you will be presented with two options, either send a signable document (Contract) or a Non-signable content.
When you click on either Contract or Non-signable content it will take you to the next step, here you can see that it automatically fetches the contact. You can also in the search field add more contacts to your sendout. Click on Next when you are done.
In the next step, you get to choose either to upload a document or choose one of your premade templates.
You can also add existing documents from Hubspot right into your sendout, and choose to add it as a document or an attachment:
You can also with templates fetch data into your document with merge tags from HubSpot (click on Show template fields to fetch the merge tag to add to your template in GetAccept)
Good to know! You can also fetch template fields without needing to start a sendout within HubSpot. Simply click on the three dots up to the right in the GetAccept integration and click on Template fields
If you want to know more about how to add custom merge fields in your Editor click here.
If you choose to add a template and it has fields you can easily see what's been added or add new data within the fields:
When done you will be taken to the engagement step, here you can choose to record an introduction video. You can also choose one from the library.
And lastly, you can edit the document name and the email content you want it to be sent with.
If you click on send you can in HubSpot also set follow-ups, so you will be notified when you want to follow up on this document.