But there is still room to improve – previously, our customers with various types of products and services found it hard to display their products in the exact way they wanted.
Today, we are excited to announce that Salesforce and MS Dynamics users can map their product data into various pricing groups in the same GetAccept pricing table, and freely decide in which order they are displayed.
New and improved features
- Pricing table: A table to display product information, including product name, description, price, SKU, discounts, total prices, and more.
- Pricing group: If you have many products, you can categorize them into different product groups. Pricing groups only display related products and their information.
- A pricing table can have multiple pricing groups. Each pricing group has a subtotal price, while a total price is displayed at the bottom of each pricing table.
1. Flexible display of your products
You can further decide in which order you want these groups to be displayed. A subtotal price will appear at the bottom of each pricing group. However, you can change the “Subtotal” to inactive to remove this figure from your pricing table.


2. Easy to implement
To start using this feature, you don’t need to do any coding on your side. Simply search the group rule field from the existing setup to specify which CPQ data you would like to map into the GetAccept pricing table.


3. Accurate and consistent


4. Start testing with ease
Use cases
Use case 1: Categorize by product types
The trick to ensuring every rep quotes the right products is to set up different product groups within the Salesforce CPQ and use the GetAccept pricing table to display them logically.
Here’s how they set up the product profiles and groups:
- Group 1: Machines for rent (UK)
- Group 2: Rental services – one-time services/options like consultancy work, insurance, etc.
Profile 2: French market
- Group 1: Machines for rent (FR)
- Group 2: Rental services – one-time services/options like consultancy work, insurance, etc.
Profile 3: Nordic market
- Group 3: Machines for rent (Nordic)
- Group 2: Rental services – one-time services/options like consultancy work, insurance, etc
Example 2: Categorize by payment years
Company B is a SaaS company focusing on AI-powered experimentation and personalization.
They organize their product groups based on different subscription types, one-time costs, and special services.
To attract longer lifetime customers, their sales usually offer a discount based on how many years the contract lasts. So it’s common that the payment for the first year differs from the remaining years.
In the multi-year contract template, they group yearly costs in different groups (e.g., year 1, year 2, year N) with a total amount by the end as below:
- Group 1: First-year cost (discount price)
- Group 2: Recurring cost
- Group 3: One-time costs (e.g., onboarding)
- Group 4: Special service (e.g., professional support, service, etc.)
The way of presenting the products is clear and straightforward, saving the reps time explaining back and forth and shortening their send-to-sign cycle.
Upcoming features
To avoid unwanted spacing and empty tables, you can open the proposal in GetAccept and delete the empty table manually before sending it out. Alternatively, you can also create various templates with different numbers of pricing groups to fit different types of quotes.
Rest assured, we are aware of this temporary limitation, and feature improvements are in the roadmap:
- Dynamic groups (Q2): Delete (or hide) empty groups automatically
- Edit after send (early May): Push updated Salesforce product pricing into an already sent contract as you negotiate with your buyers. No need to create a new contract.
How to set it up
- For Salesforce users, here’s the guide.
- For MS Dynamics users, here you go.
Any questions, thoughts or feedback?
We’d love to hear it! Get in touch by sending an email to marketing@getaccept.com.