GetAccept

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CRM Chrome Extension setup and guide articles

What you can expect when connecting GetAccept to your CRM

How to install the GetAccept Chrome Extension for your CRM

Logging in or creating an account in the GetAccept Extension

How to begin creating a new document to send in the extension

How to upload a document or GetAccept template to send out

How to add recipients to send the document to

How to auto fill a GetAccept template with data from your CRM

How to send out and create a follow up task in your CRM

How to send documents out using a provided URL using GetAccept Chrome extensions for Pipedrive, HubSpot, Freshsales, Upsales and LimeGo

How to add a personal introductory video to your document

How to edit the doc name, subject line, and message of the email

How to view the analytics and status of the sent document

How to edit your Google Docs from within your CRM

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