Chrome extensions

CRM Chrome Extension setup and guide articles

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

Setup

Connect to your CRM

What you can expect when connecting GetAccept to your CRM

Written by Therese Springare
Updated over a week ago

Downloading the Chrome Extension

How to install the GetAccept Chrome Extension for your CRM

Written by Therese Springare
Updated over a week ago

Logging into the Chrome Extension

Logging in or creating an account in the GetAccept Extension

Written by Therese Springare
Updated over a week ago

Sendout

Creating a Sendout from the Extension

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

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

Written by Therese Springare
Updated over a week ago

Adding Recipients in the Extension

How to add recipients to send the document to

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

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

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

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

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

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

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

Written by Therese Springare
Updated over a week ago