The pricing table is a new element that you can insert into your template editor (as of Feb 2022). Combined with our Salesforce integration, it is possible to create predefined mapping profiles that can easily pick up Product or CPQ data that exists in your Salesforce org and populate the 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.
As of April 2023, we have now introduced a significant improvement in how you can configure your mapping profiles as well as supporting pricing groups and additional functionality as detailed below.
How to set it up
Pre-requisites: Ensure that you have our GetAccept integration Version 2.54.0 or higher and that you have the pricing table feature enabled on your entity. To install the package in your Salesforce org, follow the link provided here.
Installing the Package
Important: If you are updating from a version of our integration older than version 2.54.0 and are already using our pricing table profiles, it is highly recommended to install the updated package in a sandbox environment first to ensure there are no issues with your current setup. Be cautious when dealing with multiple active profiles.
Accessing Pricing Tables Profiles
To access the Pricing Tables Profiles settings, navigate to the GetAccept Admin app | Setup | Pricing tables. You can perform the following actions:
Creating or Editing a Profile
This setup will guide you through creating a template with a pricing table, creating a mapping profile in the Salesforce integration to identify which data in your org will populate the table, and then finally performing a test send to ensure the final result is as you would wish.
Creating a mapping profile in our Salesforce integration
Pricing table profiles are used to indicate to GetAccepts integration where to look for product and pricing data to populate a pricing table. These profiles offer the flexibility to have multiple setups for different scenarios, depending on what object in Salesforce you’re sending from. We’ll begin by setting up one profile for the most basic scenario: sending from an Opportunity using OpportunityLineItem data.
Making a sending in Salesforce using a template with a pricing table
Configuring Multiple Pricing Groups
Create and edit multiple pricing groups within a table. Note that every pricing table requires at least one pricing group.
Set the Product row object, select the group within the pricing table, specify sorting options, and apply pricing group rules.
Map the product row fields and subtotal fields from your CPQ data to GetAccept pricing groups. You can duplicate existing pricing group settings in your profile and modify as required. There is no limit to the number of pricing groups that can be added.
What fields you can edit:
In the group edit section, you can edit the details of the pricing group to control what appears in the GetAccept pricing group. The settings are as follows:
Product row object
The object where product line items can be found. It should be a direct child of the totals object. An example would be the OpportunityLineItem object if the totals object is the Opportunity.
This option indicates which group within a specific pricing table in the template you would like to populate with data. Selecting By group order means that the profile will populate the first, second, or third (etc) group it finds in the pricing table. Selecting By group name will result in the profile looking for a specific group within the pricing table with that specific name, and populate that.
Indicates which field you would like to sort the line items of your product rows.
Pricing Group Rule
When active, a rule is applied to the product rows, filtering those which match the criteria. This can be useful when wanting to group products by type or year or option into separate groups.
Product row fields
Specify the product row fields from your CPQ data to map to the product row fields in the GetAccept pricing group
Specify the subtotal fields from your CPQ data to map to the subtotals in the GetAccept pricing group
Configuring Multiple Pricing Tables
It may be the case that you wish to use multiple pricing tables in your template and filter your products into a specific table based on certain criteria. This section will guide you through such a setup.
Can I create more than one pricing table in my GetAccept template?
How is the ordering of Products determined when the Salesforce integration picks up my data?
Can I set up a mapping profile so that it only selects specific categories or types of products that exist within my CPQ line items?
Can I use one pricing table for more than one currency type?