# How to Send a Document from HubSpot via GetAccept's Chrome Extension

A step by step guide when creating a sendout from the HubSpot integration

April 22, 2026

## **Step 1: Getting Started**

1. Navigate to a **deal**, **contact**, or **company** record in HubSpot.  
   - These are the areas where the GetAccept integration is active.

2. Log in to the GetAccept integration using your **GetAccept credentials**.

3. Click on **Create** to start a sendout.

4. Choose what type of content to send:
   - **Contract**: For proposals, quotes, contracts, etc.
   - **Non-Signable Content**: For presentations.
   - **Deal Room**: A place to streamline your sales process and share all relevant sales content. _(Learn more about Deal Room in the app.)_

## **Step 2: Adding Recipients**

1. Once you've selected either **Contract** or **Non-Signable Content**, you’ll proceed to the next step.

2. The integration will automatically fetch the primary contact associated with the HubSpot record.

3. Add additional recipients, if needed:
   - Use the **search field** to find and add more contacts to your sendout.

4. When you’re done, click **Next**.

## **Step 3: Using Templates or Uploading Documents**

1. In this step, you can choose from the following options:
   - **Use a Template**: Select a premade template saved in your GetAccept account.
     
   - **Upload a Document**: Add a new document from your computer.

## **If Using a GetAccept Template**

Once you select a GetAccept template and click **Next**, your template may contain fields that automatically populate Deal or Company information from HubSpot.

Ensure that the **Pricing Table** option is enabled to populate the table with HubSpot line items.

## **Step 4: Adding Engagement**

1. In the **Engagement** step, personalize your sendout by recording an introduction video:
   - Record a new video directly.
   - Select an existing video from your library.

## **Step 5: Sending Options**

Before sending your document, you can customize the following:

1. **Document Name**: Edit the document name to make it clear for recipients.
2. **Email Content**: Personalize the email message that accompanies the document.

**Sending Options**:
- **Preview Document**: Open a new window to review the document from the recipient’s perspective before sending.
- **Open in GetAccept**: Redirect to **app.getaccept.com** to open the document as a draft. This allows for further edits before sending.
- **Sign and Share Document Link**: Seal the document and generate unique document links for each recipient. The document will not be sent automatically; you can manually share the links as needed.
- **Sign and Send**: Seal and send the document immediately to the added recipients.

## View Summary and Track Engagement

Click on "View Summary" on the sent document you want to view

1. **Recipient Information**:  
   - Example Recipient: Susan McShane (Role: Signer).  
   - Displays the recipient's status, engagement level, and last active time.

2. **Status**:  
   - The current document status, e.g., "Reviewed."

3. **Engagement**:  
   - Shows how many times the recipient has viewed the document (e.g., "1 view").

4. **Last Active**:  
   - Tracks the last time the recipient interacted with the document (e.g., "2 minutes ago").

5. **Time Spent on Every Page**:  
   - Document content breakdown.

6. **Update Pricing Table**:  
   - Allows you to adjust or update pricing details for the contract.

## **Using the Conversation Feature (Chat)**

- **Real-Time Communication**:  
   - Engage with recipients via the conversation tab.
- **Typing Messages**:  
   - Use the text box to send new messages to the recipient.
- **Conversation Tab Overview**:  
   - A simple and intuitive way to maintain communication while tracking document activity.