Chrome extensions

CRM Chrome Extension setup and guide articles

Alan Sincich avatar Tarek Elghawaby avatar Therese Springare avatar
13 articles in this collection
Written by Alan Sincich, Tarek Elghawaby, and Therese Springare
Sendout

Creating a Sendout from the Extension

How to begin creating a new document to send in the extension
Therese Springare avatar
Written by Therese Springare
Updated over a week ago

Uploading your Document in the Extension

How to upload a document or GetAccept template to send out
Therese Springare avatar
Written by Therese Springare
Updated over a week ago

Adding Recipients in the Extension

How to add recipients to send the document to
Therese Springare avatar
Written by Therese Springare
Updated over a week ago

Auto-populating a PDF template

How to auto fill a GetAccept template with data from your CRM
Therese Springare avatar
Written by Therese Springare
Updated over a week ago

Delivering your Sendout in the Extension

How to send out and create a follow up task in your CRM
Therese Springare avatar
Written by Therese Springare
Updated over a week ago

Delivering Documents by Sharing a Link with GetAccept Chrome Extensions

How to send documents out using a provided URL using GetAccept Chrome extensions for Pipedrive, HubSpot, Freshsales, Upsales and LimeGo
Tarek Elghawaby avatar
Written by Tarek Elghawaby
Updated over a week ago

Adding Video to Your Doc in the Extension

How to add a personal introductory video to your document
Therese Springare avatar
Written by Therese Springare
Updated over a week ago

Editing the Email Message in the Extension

How to edit the doc name, subject line, and message of the email
Therese Springare avatar
Written by Therese Springare
Updated over a week ago

Viewing a Sent Doc from the Extension

How to view the analytics and status of the sent document
Alan Sincich avatar
Written by Alan Sincich
Updated over a week ago

Use the Google Docs Editor in Your CRM

How to edit your Google Docs from within your CRM
Therese Springare avatar
Written by Therese Springare
Updated over a week ago