Sendout workflow

Send documents and proposals from Salesforce using GetAccept

Articles

• Adding video to your Sendout in Salesforce
• Deal Room with Salesforce
• Delivering Documents by Sharing a Link with GetAccept's Salesforce Integration
• Viewing Document Analytics from Salesforce
• Capturing Recipient Filled Data in Salesforce with Salesforce Flows
• How to add a GetAccept Flow Template in Salesforce
• How to create a follow-up task if the document remains in reviewed status in Salesforce
• Advanced Setup: Multiple Pricing Tables & Groups in Salesforce
• Connect Pricing Tables in Salesforce
• Introduction to Pricing Tables & Pricing Groups in Salesforce
• Use Salesforce Images in GetAccept