Integrate GetAccept with Upsales and you can create, track and send your documents from within Upsales.
This article covers:
- How to activate GetAccept
- How to import GetAccept documents into Upsales
How to activate GetAccept
- In Google Chrome add the GetAccept Upsales Chrome extension
- Activate the API add-on (so the GetAccept extension can communicate with Upsales)
- Login to Upsales and the extension is now active
The GetAccept guide includes tips and guidance when integrating with Upsales
How to import GetAccept documents into Upsales
- Open GetAccept in Upsales
- Click the cogwheel:
- Select 2-way integration and authenticate:
- A signed contract will be shown on the customer card under the Documents tab and "Uploaded by GetAccept":
