GetAccept

Overview

GetAccept allows you to create quote documents using a customized template, which can be then sent to your customers and digitally signed. GetAccept automatically follows up with the customer for signing the document, thus saving you the effort of multiple manual followups.

Integrating Chargebee with GetAccept allows you to send a quote created in Chargebee as a GetAccept Document to your customers. Upon receiving it, the customer can e-sign/approve it to create a subscription automatically in Chargebee.

Features

Chargebee Quote to Subscription

Integrating Chargebee with GetAccept allows you to send a Chargebee Quote as GetAccept Contract document to your customers. Upon receiving it, the customer can e-sign/approve it to create a subscription in Chargebee

Select the quote type

Select between the default Chargebee quote template and your custom GetAccept template, whichever you wish to send to the customer.

Configure sender rules

Choose the verified sender on GetAccept to display in the quote. This can be overridden while sending the quote.

Configure acceptance rules

Define what happens when a prospect accepts or signs the contract. You can either choose, Creating a subscription automatically in Chargebee or, Updating the status of the Quote in Chargebee to "Accepted"

GetAccept

Chargebee Quote to Subscription

Select the quote type

Configure sender rules

Configure acceptance rules

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