All Collections
Integrations
How to setup, use and troubleshoot when connected with our integrations
84 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
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.
Template selection based on Salesforce dataUse our conditional set up in Salesforce to select or suggest GetAccept templates based on what's happening in Salesforce
Support for Syncing GetAccept Event Data into Activity Timeline
HubSpot Integration
Articles regarding our HubSpot Integration and how to use it with GetAccept
GetAccept for Hubspot: Demo video 2025Harness the power of GetAccept without leaving HubSpot. Enhance your HubSpot sales experience with the top Digital Sales Room tool.
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
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
Capturing Recipient Filled Data in HubSpotWe've made it easier to let your recipients fill in data in a GetAccept document and have that data saved back where you need in HubSpot
How to Set Up Pricing Tables and Groups with GetAccept’s HubSpot Integration
Enabling GetAccept's CRM card in HubSpotLearn how to connect GetAccept to HubSpot so you can build your Digital Sales Room and deliver documents right within HubSpot
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.
Capturing Recipient Filled Data in PipedriveWe've made it easier to let your recipients fill in data in a GetAccept document and have that data saved back where you need in Pipedrive
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 Microsoft DynamicsGetAccept's integration for Microsoft Dynamics allows you to send and track Contracts and Deal rooms from your Microsoft 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
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.
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
Connecting GetAccept to GongLearn how to connect GetAccept to Gong so you can provide buyer insights directly to Gong.
Capturing Recipient Filled Data in UpsalesWe've made it easier to let your recipients fill in data in a GetAccept document and have that data saved back where you need in HubSpot