All Collections
Integrations
How to setup, use and troubleshoot when connected with our integrations
Salesforce Integration
Articles regarding our Salesforce Integration and how to use it with GetAccept
Enhanced Domains in SalesforceHow does the enabling of Enhanced Domains affect the GetAccept integration in Salesforce
HubSpot Integration
Articles regarding our HubSpot Integration and how to use it with GetAccept
Connecting GetAccept to HubSpotLearn how to connect GetAccept to HubSpot CRM so you can deliver send-outs right within HubSpot
Deal Room with HubspotCreate and manage your GetAccept Deal Room from our Hubspot integration
Getting started with HubSpotA step by step guide when creating a sendout from the HubSpot integration
Use Pricing Tables within HubSpotLearn how to connect HubSpot Line Item data to GetAccept pricing tables.
Hubspot Workflow - Update Deal stage on Document SignedUse workflow triggers in Hubspot to update Deal stage based on GetAccept document signed event
Changing how we use permissions in our HubSpot integrationMigrating from user-level permissions to app-level permissions in our HubSpot integration
Hubspot extension troubleshootingHow to fix errors related to the hubspot extension
Trigger HubSpot workflows from a GetAccept documentUse smart workflow triggers in Hubspot based on document actions
LimeCRM Desktop & Web client and LimeGO
Help guides to navigate through both LimeCRM (Desktop & Web client) and LimeGO
LimeGOHow to setup the LimeGO extension and how to create a send-out.
Pipedrive Integration
Articles regarding our Pipedrive Integration and how to use it with GetAccept
Pipedrive setupA guide to setup the Pipedrive integrations
Getting started with PipedriveA step by step guide when creating a sendout from the Pipedrive integration
Microsoft Dynamics 365
Articles regarding our Microsoft Dynamics 365 Integration and how to use it with GetAccept
Microsoft Dynamics 365 InstallationThe Microsoft Dynamics 365 integration to GetAccept allows you to send and track documents from your record in Microsoft Dynamics 365
Use Pricing Tables & Pricing Groups within Microsoft DynamicsLearn how to connect Microsoft Dynamics Product data to GetAccept pricing tables.
Use Dynamics Custom Entity data with GetAcceptEnable the use of data from custom objects with GetAccept for pricing tables and template merge tags
Merging MS Dynamics Data into TemplatesHow to auto-populate your GetAccept template with MS Dynamics data
Use Pricing Tables within Microsoft DynamicsLearn how to connect Microsoft Dynamics Product data to GetAccept pricing tables.
SuperOffice 2.0 Integration
Installation and guide articles
Install GetAccept for SuperOffice Integration 2.0Learn how to update your GetAccept for SuperOffice integration to the latest version
How to send documents through the SuperOffice integrationLearn how to send documents with GetAccept through the SuperOffice integration.
GetAccept for SuperOffice Integration 2.0 - Billing updateLearn about the changes on the billing methods that you might experience when you upgrade to the new GetAccept for SuperOffice integration.
Manage your settings in GetAccept for SuperOffice integration - what’s newGet an overview of what is new from an Admin and User perspective in the Manage panel in the GetAccept for SuperOffice integration.
How to add new users in the new GetAccept for SuperOffice integrationLearn how to add new users in the new GetAccept for SuperOffice integration.
Chrome extensions
CRM Chrome Extension setup and guide articles
Other Integrations
How we can connect to the rest of your software stack
Other Integrations OverviewA menu to easier navigate to the right article