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Integrations
How to setup, use and troubleshoot when connected with our integrations
81 articles
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
Push formatted rich text from Salesforce into GetAccept with merge text elementsFormatted rich text in Salesforce can be seamlessly used in a GetAccept contract or deal room template with our merge text element
Set up SSO for Salesforce with a 3rd party Identity ProviderWalk through of the steps required to set up Single Sign On with a third party Identity provider.
Set SSO with Salesforce as Identity ProviderWalk through of the steps required to set up Single Sign On with Salesforce as the Identity Provider and GetAccept as the service provider.
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 documents right within HubSpot
Deal Room with HubspotCreate and manage your GetAccept Deal Room from our Hubspot integration
How to send a document from Hubspot via GetAcceptA step by step guide when creating a sendout from the HubSpot integration
How to fetch custom merge tags from HubSpotA guide explaining how you can fetch data from HubSpot when sending documents via GetAccept
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
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
Use Pricing Tables & Pricing Groups within HubSpotLearn how to connect HubSpot Product Line Items to GetAccept pricing tables and groups.
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
New GetAccept integration for PipedriveLearn how to install the new version and have a smoother sales flow from within your Pipedrive CRM.
Getting started with PipedriveA step by step guide when creating a sendout from the Pipedrive integration
How to fetch merge tags from the Pipedrive integrationA guide explaining how you can access merge tags to fetch data from Pipedrive
Use Pricing Tables & Pricing Groups within PipedriveLearn how to connect Pipedrive Product Line Items to GetAccept pricing tables and groups.
Use Pricing Tables within PipedriveLearn how to connect Pipedrive Line Item data to GetAccept pricing tables.
Upsales
Articles regarding our Upsales integration and how to use it with GetAccept
New GetAccept integration for UpsalesLearn how to install the new version and have a smoother sales flow from within your Upsales CRM.
Use Pricing Tables & Pricing Groups within UpsalesLearn how to connect Upsales Product Line Items to GetAccept pricing tables and groups.
Use Pricing Tables within UpsalesLearn how to connect Upsales Line Item data to GetAccept pricing tables.
Microsoft Dynamics 365
Articles regarding our Microsoft Dynamics 365 Integration and how to use it with GetAccept
Installation of GetAccept's native integration for MS DynamicsGetAccept's integration for MS Dynamics allows you to send and track Contracts and Deal rooms from your MS Dynamics.
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.
Enable permissions for GetAccept's Microsoft Dynamics integrationHow to enable permissions for our Microsoft dynamics integration and how to troubleshoot possible issues.
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.
Other Integrations
How we can connect to the rest of your software stack