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.
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
(Pre-requisites: Ensure that you have our GetAccept Microsft Dynamics Version 1.2.1 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)
Important: If you are updating from a version of our integration older than version 1.1.0 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 set up.
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 toggle 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.
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. In this example we will enable the default profile where the standard product fields in your opportunity or quote are used.
Log in to the GetAccept Dynamics integration.
Click on Go to advanced settings
Click View for the Default Pricing table profile
Enable Active pricing table profile
Click Save all changes
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 pricing table 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 product row and summary templates.
Log in to the GetAccept Dynamics integration.
Click on Go to advanced settings.
Click Add new product row template.
Provide a product row template name and specify where the product row data will be found in Dynamics that will be used to populate the GetAccept pricing table
Enter the product field names from your Dynamics environment for the GetAccept pricing table columns. Note: You can select the default fields and update required fields.
Click Add summary template.
Provide Summary template name and specify where the totals data will be found in Dynamics that will be used to populate the GetAccept pricing table.
Enter the product field names from your Dynamics environment for the GetAccept pricing table summaries.
Note: You can create summary templates for pricing table summaries and/or pricing group summaries
In your pricing table profiles as created above, use the correct product row and summary templates when adding a pricing group. Different pricing groups may use different product row and summary templates.
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.
Configuring Multiple Pricing Groups
Create and edit multiple pricing groups within a table. Note that every pricing table requires at least one pricing group.
Select the pricing group, set the product row mapping and the group summary template, specify sorting options, and apply pricing group rules if applicable.
There is no limit to the number of pricing groups that can be added. Simply click "Add new pricing group" and fill in the same information as above.
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.
2. 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".
3. Now switch to your GetAccept integration in your Dynamics environment and go settings. Click on Go to advanced settings and then navigate to the Pricing tables profiles. 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. For this example we will have two pricing tables.
4. In this example I will set up the filter so that it populates a table based on its name. You can equally decided 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.
5. 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".
6. In the same profile, I now go to the second table and specify the pricing group rule to file filter for Services.
7. Save your changes.
Limitations & Assumptions:
We will be adding additional functionality to our pricing table support with Dynamics 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