GetAccept

Learn how Salesforce’s Enhanced Domains update affects the GetAccept integration and how to ensure your listener site continues working correctly after the change

Enhanced Domains in Salesforce

Walk through of the steps required to set up Single Sign On with a third party Identity provider.

Set up SSO for Salesforce with a 3rd party Identity Provider

Walk through of the steps required to set up Single Sign On with Salesforce as the Identity Provider and GetAccept as the service provider.

Set SSO with Salesforce as Identity Provider

Articles regarding our Salesforce Integration and how to use it with GetAccept

Salesforce Integration

Step-by-step guide to installing and configuring the GetAccept Salesforce integration.

How to install GetAccept for Salesforce

Get started

How to add a personal introductory video to your sendout

Adding video to your Sendout in Salesforce

Create and manage your GetAccept Deal Room from our Salesforce integration

Deal Room with Salesforce

How to send documents out using a provided URL using GetAccept's Salesforce Integration

Delivering Documents by Sharing a Link with GetAccept's Salesforce Integration

How to view the analytics and status of the sent document

Viewing Document Analytics from Salesforce

It is now possible to let your recipients fill in data in a GetAccept document and have that data saved back into Salesforce

Capturing Recipient Filled Data in Salesforce with Salesforce Flows

Utilize a GetAccept Flow Template to automate your sales proces

How to add a GetAccept Flow Template in Salesforce

How to enable GetAccept Flow Template "GA0006: On Doc Remaining in Reviewed status".

How to create a follow-up task if the document remains in reviewed status in Salesforce

Configure multiple pricing tables and group mappings to organize your CPQ data effectively.

Advanced Setup: Multiple Pricing Tables & Groups in Salesforce

Learn how to map Salesforce product and CPQ data to your GetAccept Pricing Tables.

Connect Pricing Tables in Salesforce

Learn how to connect Salesforce CPQ data to GetAccept Pricing Tables.

Introduction to Pricing Tables & Pricing Groups in Salesforce

Push images from Salesforce into GetAccept's image element.

Use Salesforce Images in GetAccept

Send documents and proposals from Salesforce using GetAccept

Sendout workflow

Learn how to connect Salesforce CPQ data to GetAccept pricing tables.

How to use Pricing Tables & Pricing Groups within Salesforce

Learn about the GetAccept Admin App, the central control hub for your Salesforce integration.

The GetAccept Admin app for Salesforce

Ensure you have the most recent version of our GetAccept app for Salesforce. This quick guide runs through the steps required to update.

Updating GetAccept for Salesforce

Install and configure the GetAccept integration for Salesforce

Setup

If you cannot see status updates after a customer has opened or signed a document or if a signed document is not uploading to Salesforce.

Salesforce Status Update & Signed Document Upload Troubleshooting

Fix common issues with the GetAccept Salesforce integration

Troubleshooting

Learn how you can capture information into Salesforce on contacts that get forwarded a GetAccept document

Map new stakeholders with GetAccept and salesforce leads

Setup to use globally available files within the GetAccept integration in Salesforce

Finding files in the Global folder in Salesforce

How to auto-populate your GetAccept template with SFDC data

Accessing GetAccept merge tags within Salesforce

Optimize your sales workflow by using Salesforce data to automate Deal Room and Contract creation in GetAccept.

Automate GetAccept workflows based on Salesforce data

Capturing Recipient Filled Data in Salesforce

Connect Salesforce to GetAccept Automation to streamline deal workflows and sync data between platforms without manual entry.

Connect Salesforce with GetAccept Automation

Learn how GetAccept syncs deal and contract activity data into Salesforce so your team can access all information in one place.

Support for Syncing GetAccept Event Data into Activity Timeline

Use our conditional set up in Salesforce to select or suggest GetAccept templates based on what's happening in Salesforce

Template selection based on Salesforce data

Learn how to pull formatted text from Salesforce into your Deal or Contract Room while keeping the original formatting intact.

Using Formatted Rich Text from Salesforce in Your Deal or Contract Room

Additional Salesforce guides and configuration options

Other

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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