GetAccept

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

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Create your workspace and invite the people you work with.

Set up your account

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

Ship something

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

Connect your stack

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

{appName} in 60 seconds

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.

Prototype article-aware answer

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.

Prototype invite-team answer

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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