GetAccept

GetAccept lets you create quote documents using customized templates, which can be sent to your customers for digital signatures. GetAccept automatically follows up with customers, saving you the effort of manual follow-ups.

Integrating Chargebee with GetAccept allows you to send quotes created in Chargebee as GetAccept documents. Customers can e-sign or approve these quotes to create subscriptions or pay for services. You can also automate subscription actions when quotes are accepted.

After integrating GetAccept with Chargebee, you can:

• Send Chargebee quotes as GetAccept documents.
• Map fields from Chargebee quotes to text fields in GetAccept templates. Mapped fields are automatically pre-filled.
• Automate actions in Chargebee, such as changing the quote status to Accepted when signed by the customer. You can also trigger subscription creation.
• Attach a PDF of the Chargebee quote to your GetAccept document.

Prerequisites

• Enable quotes in Chargebee.
• Create templates in GetAccept with all necessary text fields.
• Ensure Chargebee's base currency matches GetAccept's currency.

Workflow

Integrating GetAccept

The integration involves three steps:

1. Choose the quote type.
2. Configure sender rules.
3. Configure sync rules.

1. Choose the quote type

Select the document type to send to the customer: Chargebee quote or GetAccept template. If you select a GetAccept template, you can still attach a PDF of the Chargebee quote.

If you select Chargebee quote:

Choose between a consolidated quote or a detailed quote. A detailed quote includes information about each billing term, while a consolidated quote provides an overview of the entire subscription term.

If you select GetAccept template:

1. Select a GetAccept template from the synced list.
2. Map Chargebee fields to corresponding GetAccept fields. Only labeled text fields from the template are displayed. Learn more about field mapping.
3. Toggle to attach a PDF of the Chargebee quote to the GetAccept document.
4. Choose between a consolidated or detailed version of the Chargebee quote.

2. Configure sender rules

Set sender preferences:

1. Choose the sender address to display in the quote. Only verified email addresses in GetAccept can be used. This can be overridden while sending the quote.
2. Toggle to set the sender address as default, making it unmodifiable.

3. Configure sync rules

Define actions to follow when a GetAccept document is signed:

• Mark quote as accepted: Updates the quote status to Accepted in Chargebee. You can manually convert the quote into a subscription or charge the customer.
• Mark quote and create subscription: Updates the quote status to Accepted and creates a subscription. Auto-collection is set to "off" by default. You can update this in the customer profile.

Click Proceed to save and complete the integration.

Sending a Quote via GetAccept

To send a quote via GetAccept:

1. Select a quote in the Open state in Chargebee.
2. Click Send via GetAccept. This opens the Send Quote window in a new tab.

In the Send Quote window:

1. Enter the Document Name. If the quote has a name, it is pre-filled.
2. Override the Quote Type if needed.
3. The Sender field displays the sender address set during integration. This can only be overridden if the default toggle is off.
4. Use the On accepting quote drop-down to select the action to follow when the quote is accepted.

Add recipients

All recipient fields—First and last name, Email, and Role—are mandatory to ensure the quote is sent to the correct person.

Recipient preferences depend on the document source:

• GetAccept template with defined recipient roles:
  Each role in the template must have a recipient defined. The first recipient is pre-filled with the Chargebee customer. The number of recipients cannot be changed here.
• GetAccept template without defined recipient roles:
  You can add 1–3 recipients.
• Chargebee quote as a GetAccept document:
  You can add 1–3 recipients.

Track updates

The quote status in Chargebee updates based on customer actions in GetAccept:

• Signed by all signers/approvers → Status changes to Accepted.
• Rejected by one or more signers/approvers → Status changes to Declined.

You can also view the GetAccept document status in the Integrations section of the quote details page.

Unlink the integration

To unlink the integration, click Unlink Integration on the GetAccept integration home page. Ensure no pending documents require signatures, as unlinking removes the GetAccept reference.

Accepted or rejected quotes retain their GetAccept references.

Limitations

• Only one GetAccept template can be linked.
• Expired GetAccept documents do not automatically update the Chargebee quote status to Closed.

Field mapping

Default field mappings between Chargebee and GetAccept:

Additional Chargebee fields can be mapped to labeled text fields in GetAccept templates:

FAQs

Is versioning supported for quotes sent as GetAccept documents?

No. If you edit a sent quote, you cannot recall it or update its reference. Create a new quote in Chargebee and send it via GetAccept. Manually delete the previous document in GetAccept to stop follow-ups.