CRM Chrome Extension setup and guide articles
Creating a Sendout from the ExtensionHow to begin creating a new document to send in the extension
Uploading your Document in the ExtensionHow to upload a document or GetAccept template to send out
Adding Recipients in the ExtensionHow to add recipients to send the document to
Auto-populating a PDF templateHow to auto fill a GetAccept template with data from your CRM
Delivering your Sendout in the ExtensionHow to send out and create a follow up task in your CRM
Delivering Documents by Sharing a Link with GetAccept Chrome ExtensionsHow to send documents out using a provided URL using GetAccept Chrome extensions for Pipedrive, HubSpot, Freshsales, Upsales and LimeGo
Adding Video to Your Doc in the ExtensionHow to add a personal introductory video to your document
Editing the Email Message in the ExtensionHow to edit the doc name, subject line, and message of the email
Viewing a Sent Doc from the ExtensionHow to view the analytics and status of the sent document
Use the Google Docs Editor in Your CRMHow to edit your Google Docs from within your CRM