GetAccept

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

How to use pricing tables within Salesforce

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

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

Sendout workflow

Find answers and get help from Intercom Support and Community Experts

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