By Alan and 2 others3 authors8 articles
How to use pricing tables within SalesforceLearn how to connect Salesforce CPQ data to GetAccept pricing tables.
Adding video to your Sendout in SalesforceHow to add a personal introductory video to your sendout
Deal Room with SalesforceCreate and manage your GetAccept Deal Room from our Salesforce integration
Delivering Documents by Sharing a Link with GetAccept's Salesforce IntegrationHow to send documents out using a provided URL using GetAccept's Salesforce Integration
Viewing Document Analytics from SalesforceHow to view the analytics and status of the sent document
Capturing Recipient Filled Data in SalesforceIt is now possible to let your recipients fill in data in a GetAccept document and have that data saved back into Salesforce
How to add a GetAccept Flow Template in SalesforceUtilize a GetAccept Flow Template to automate your sales proces
How to create a follow-up task if the document remains in reviewed status in SalesforceHow to enable GetAccept Flow Template "GA0006: On Doc Remaining in Reviewed status".