Dynamic & Automated Quoting for your CRM
Dynamic & Automated Quoting for your CRM
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Written by
Yutong Nan
Updated on
October 20, 2022
Reading time
1 min.
No more boring and static PDFs!
Salesforce, HubSpot, and Dynamics users, you can now create beautiful and dynamic quotes without leaving your CRM.
With our Pricing Table integration, you can automatically push Product Line Items or CPQ data stored in your CRM to the quotes you are about to send.
Product names and pricing summaries are displayed, including prices, discounts, units, taxes, and customizable product descriptions.
The Pricing Table integration provides a smooth selling experience and it’s:
- Dynamic & professional-looking: You can easily customize the product description when needed and set the style to fit the overall branding.
- Time-saving: The pricing table is created automatically, so you don’t need to waste your time on manual tasks like fixing your quote layout and converting them into a PDF before sending it out.
- Error-free: Since manual data entry is largely reduced with the automated process, your quotes are free from human errors.
- Mobile-friendly: The pricing table is responsive on mobile devices. Your recipient can sign it whenever, wherever.
Check out these Help Articles to set it up for Salesforce, HubSpot, or Dynamics.
In the meantime, what would help you work even more efficiently in GetAccept? We’d love to hear your ideas! Get in touch by sending an email to marketing@getaccept.com.
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About the author
Yutong Nan
Product Marketing Manager at GetAccept, specializing in CRM tools, integrations, and automation. Focused on leveraging technology to enhance sales workflows, drive efficiency, and improve CRM adoption.