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Use Pricing Tables within Upsales
Use Pricing Tables within Upsales

Learn how to connect Upsales Line Item data to GetAccept pricing tables.

Updated over a week ago

Introduction

The pricing table is a new element that you can insert into your template editor. Combined with our Upsales integration, it is now possible to automatically populate Upsales product line item data into the GetAccept pricing table element in your template.

By default all Upsales product line items will go to the first pricing table, if you want to map Upsales product line items to multiple pricing groups and pricing tables or use custom fields click here for the set up guide.

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.

Setup

(Pre-requisites: Ensure that you have our GetAccept Digital Sales Rooms and Electronic Signatures for Upsales Chrome extension Version 1.10 or higher, that the integration has been connected from GetAccept by an admin, and that you have the pricing table feature enabled on your entity)

This setup will guide you through creating a template with a pricing table, specifying which data in Upsales will populate the pricing table, and finally performing a test send to ensure the final result is as you expect.

  1. 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 Upsales 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.

    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 (The total value will be taken from the Upsales Opportunity Value). Click Save Settings.

    7. Click the switch icon (beside settings) 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. Your template setup is now complete. Now it's time to turn to Upsales.

  2. Use Upsales Product line items

    1. When making a GetAccept send out from a Upsales Opportunity, you will need to ensure that you have added product line items to that Opportunity, that the Opportunity Amount is synced with the product line items, and that all required product line item fields are filled.

  3. Making a sending in Upsales using a template with a pricing table

    1. Now you can navigate to a Upsales Opportunity where you would like to make a test sending from.

    2. Add products as line items to the Opportunity, giving them a price, quantity, sku, and line item description.

    3. Select a recipient (preferably yourself for testing purposes) and click next

    4. Select the template from the list where you know you have included a pricing table. Click Next.

    5. If everything is set up correctly, you will see a marked “Populate pricing table with Upsales line items” check box.

    6. At this point, if you would like to edit the products in some way, you can Edit products from the Upsales product line items, make the edits, and click Save. Then from the Upsales integration you would begin the send out process again and select the same template.

    7. You can now navigate through the rest of the GetAccept flow and finally click send.

    8. You will shortly receive your test sending by email, including the newly populated Pricing table.

Upsales Product Line Item field mapping can be summarized in the image below:

​GetAccept Pricing Table fields

Upsales Product Line Items

Limitations & Assumptions:

We will be adding additional functionality to our pricing table support with Upsales data in the coming months. This will include but is not limited to, support for multiple pricing tables and more data being available from Upsales for use in a GetAccept pricing table.

  • GetAccept pricing tables currently only work with Upsales Opportunity with linked Product Line Items

  • The total sum in the GetAccept pricing table is based on the Upsales Opportunity value.

  • Currency is based on Opportunity currency if multi-currency Upsales account, otherwise it’s based on account currency

  • A preview of the 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 order to mirror Upsales fully

  • Users can select if the pricing table should be populated by Upsales line items or not from within the integration

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