- Click the ‘BUY GETACCEPT FOR SUPEROFFICE’ button, it will take you to the SuperOffice Appstore.
- When installed, inside SupoerOffice, when you go to Contact/Company/Deal you will see a GetAccept panel where you can send and track your documents.
- Choose recipients and their roles, select a template or upload a document and don’t forget to add a video presentation using the GetAccept smartphone app before hitting send.
- The document status will be presented in SuperOffice CRM, events will appear in the timeline and you can view detailed tracking by clicking the sent document.
Feel free to contact us if you need any help getting started or if you want a demo of GetAccept and the integration.