Introduction

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:

Create a new empty profile
Create a new profile based on a template
Edit an existing profile
Delete an existing profile
Activate or deactivate a profile
Duplicate a profile

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 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 Salesforce integration.
1. Create a new template in GetAccept or select an existing template where you wish to add a pricing table.
2. Create a new editor block.
3. Click the + button within the editor and select the Pricing table from the Insert Element dropdown menu.
4. Give the table a title and description.
5. Select the pricing table so that it is highlighted and click on the cogwheel icon to edit the settings.
6. Give the pricing table a name, set the desired currency and formatting and set automatic calculation to disabled (as your Salesforce CPQ will do the calculating). Click Save Settings.
7. Click the toggle icon on the same editing toolbar to select which columns and fields should be visible to the recipient of the sending.
8. You can finally click on column names if you wish to adjust the labeling.
9. New: Add pricing groups within your pricing table if desired
  1. Click on Add new product
  2. Select Pricing Group
  3. Optional: Name the pricing group
  4. You may update the columns displayed and their labels as done in the previous steps
10. Your template setup is now complete. Now it's time to turn to Salesforce.

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.

In Salesforce, first ensure you are operating as a user which has the permission set: GetAccept Integration Admin.
Navigate to the GetAccept Admin app and click on the Setup tab.
Click on the Pricing Tables tab within this Setup page.
If this is your first time here, then there you will not see any profiles already created. It's now time to create one. At this point, you can select either to create a new empty profile, or a profile based on the “Standard scenario” - called Template: Standard. This profile automatically works with the scenario of making a sending from an Opportunity, picking up product data from the OpportunityLineItem object. Select this option for now and click create.
The profile edit view will appear and will provide details on how it is currently mapping the Opportunity and OpportunityLineItems data to a pricing table element. For now, you can scroll to the bottom and click save.
You should now see this one profile appear in the list view. Click on the Activate button to activate the profile so it is ready for use.

Making a sending in Salesforce using a template with a pricing table

Now you can navigate to an opportunity you would like to make a test sending from.
Add products as line items to the opportunity, giving them a price, quantity, and line item description.
Select a recipient (preferably yourself for testing purposes) and click next
Select the template from the list where you know you have included a pricing table. If everything is set up correctly, you will see “Pricing tables” appear as a new tab on the current page within the integration. Click on this tab and you should do something like this:
At this point, if you would like to edit the products in some way, you can Edit products from the related lists on the opportunity page, make the edits, and click Save. Then within the pricing tables tab in the integration, you can click the refresh icon on the top right of the pricing table to update the product list accordingly.
You can now navigate through the rest of the GetAccept flow and finally click send.
You will shortly receive your test sent by email, including the newly populated 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.

Select group

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.

Sort by

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

Subtotal fields

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.

First, you need to set up a template in GetAccept with multiple pricing tables. In this example, I'm setting up two tables.
Next, you need to give each pricing table a unique name so it can be identified in Salesforce. In this example I set the first table name as "Subscriptions" and the second table name as "Services".
Now switch to your Salesforce org and go to the GetAccept Admin app. Click on the setup tab and then navigate to the Pricing Tables section. Create a new profile and set it up as you wish based on the guide above. In the profile settings, you will see that you are able to create as many new tables as required. You are also able to duplicate the initial table that was configured and modify as necessary. For this example, I will duplicate Table 1 and have two tables for this profile.
In this example, I will set up the filter so that it populates a table based on its name. You can equally decide to populate the tables based on their running order within the template. But in this case, as I am selecting the table based on the name, I enter "Subscriptions" as this is the name I previously set for the table in GetAccept for Table 1, and I enter "Services" for Table 2.
At this point I can create a filter so that only a subset of the products are entered into this table. This is done in the pricing group settings for the table. We are able to specify a "Pricing Group Rule". In this case I will specify a rule for the one pricing group I have added for this table as follows: "product2.family" to equal "Subscription".
In the same profile, I now go to the second table and specify the pricing group rule to file filter for Services.
Save your changes

FAQ

Can I create more than one pricing table in my GetAccept template?

Yes, you can create as many pricing tables as you would like in your template.

How is the ordering of Products determined when the Salesforce integration picks up my data?

By default, it is based on the SortOrder field (if this exists on the line item object). You are able to specify custom sorting logic in the pricing group settings.

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?

Yes. This should be done using Pricing Group Rules.

Can I use one pricing table for more than one currency type?

Currently, this is not possible. For now, the currency is set in the pricing table within the template and that will be picked up and used by Salesforce.

How to use pricing tables within Salesforce

Use Pricing Tables within HubSpot

Use Pricing Tables within Microsoft Dynamics

Use Pricing Tables & Pricing Groups within Microsoft Dynamics

Use Pricing Tables & Pricing Groups within HubSpot