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GetAccept integration

Chargebee

Leverage your sales funnel with data-driven tracking, automation, and personalized engagement features all directly within Chargebee.

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Chargebee integration

Chargebee’s integration with GetAccept lets you go from ‘Send Quote’ to ‘Subscription Created’ in one seamless flow. Your sales team can send a Chargebee Quote as a contract document through GetAccept and get the contract e-signed. This integration does away with the manual effort of drafting contract documents, and even creates a new subscription automatically.

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GetAccept is with you all the way! Understanding where you are in your digital transformation is the first step. Contact us and we will find a solution together.

How does it work?

Workflow

Your sales team needs to jump through several hoops to incorporate contract terms into a subscription: Raise a quote, send a contract document, follow-up to get the customer to sign the contract, and finally create a subscription as per the contract terms.

Chargebee’s integration with GetAccept lets you go from ‘Send Quote’ to ‘Subscription Created’ in one seamless flow. Your sales team can send a Chargebee Quote as a contract document through GetAccept and get the contract e-signed. This integration does away with the manual effort of drafting contract documents, and even creates a new subscription automatically.workflow

Simplify your contract management workflow

Make your sales team more efficient at working with contracts by configuring contract templates in GetAccept. Send Chargebee quotes as contracts via GetAccept with pre-filled information. Automate email follow-ups through GetAccept to get the customer to e-sign a contract, so your sales team can focus on closing more deals. Manage information about your customers, quotes and contracts from within Chargebee.

 

Set up Automation Rules

You can create workflows to automate actions in Chargebee, based on the customer’s actions on GetAccept:

  • Change the status of a Quote: When the customer e-signs a contract on GetAccept, the status of the corresponding Quote in Chargebee is automatically updated to ‘Accepted’
  • Create a subscription: When the contract is signed, a new subscription configured as per the terms of the contract is automatically created in Chargebee, with auto-collection set to ‘off’.
Chargebee

Company info

Chargebee is a PCI Level 1 certified recurring billing platform for subscription based SaaS and eCommerce businesses. Chargebee integrates with the leading payment gateways like Stripe, Braintree, PayPal etc. around the world to let you automate recurring payment collection along with invoicing, taxes, accounting, email notifications, SaaS Metrics and customer management. Chargebee handles all your crucial workflows from lead to ledger with power packed integrations that include Salesforce, Xero, Quickbooks, Avalara, Slack, among others


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