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Users have found that GetAccept, a software for configuring, sending, and signing documents online, allows them to streamline their …
Overview
What is GetAccept?
GetAccept is a software platform designed exclusively for sales professionals which facilitates deal design, orchestration and closure. Sales management and marketing teams are able to create automated deal workflows on behalf of sales representatives; combining video, live chat, collateral, canned…
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What is GetAccept?
GetAccept is a software platform designed exclusively for sales professionals which facilitates deal design, orchestration and closure. Sales management and marketing teams are able to create automated deal workflows on behalf of sales representatives; combining video, live chat, collateral, canned…
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Product Demos
[Demo] Increase Your Sales Effectiveness With Sales Enablement and eSigning Inside Salesforce
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How does GetAccept work? [Demo video]
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GetAccept - Demo Jam (MWD 2022)
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3 minute demo GetAccept within Salesforce
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English demo GetAccept & integration to SuperOffice
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Demo: GetAccept Salesforce Integration
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Product Details
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- Integrations
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- Tech Details
- FAQs
What is GetAccept?
GetAccept is a software platform designed exclusively for sales professionals which facilitates deal design, orchestration and closure. Sales management and marketing teams are able to create automated deal workflows on behalf of sales representatives; combining video, live chat, collateral, canned emails and reminder messaging to nurture prospects through pre-nominated sales stages.
Sales representatives are then able to further personalize these templates prior to use by adding personal anecdotes or they can replace/edit materials based on their own preferences.
Visibility is a central focus of the platform; with reps able to monitor prospect engagement via tracking & analytics. Additionally, managers can monitor the efficacy of all sales motions and provide coaching throughout the deal process.
Later in the sales process; GetAccept also provides enterprise grade e-signing and quoting capabilities.
Remote deal management is also supported through a mobile app for both iPhone and Android
Sales representatives are then able to further personalize these templates prior to use by adding personal anecdotes or they can replace/edit materials based on their own preferences.
Visibility is a central focus of the platform; with reps able to monitor prospect engagement via tracking & analytics. Additionally, managers can monitor the efficacy of all sales motions and provide coaching throughout the deal process.
Later in the sales process; GetAccept also provides enterprise grade e-signing and quoting capabilities.
Remote deal management is also supported through a mobile app for both iPhone and Android
GetAccept Features
- Supported: E-Signing
- Supported: Live Chat
- Supported: Document Editing
- Supported: Outbound Email
- Supported: Multi-Recipient Tracking
- Supported: Video Upload via Webcam or Mobile Device
GetAccept Video
GetAccept - Close more deals
GetAccept Integrations
GetAccept Competitors
GetAccept Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Unspecified |
| Mobile Application | Apple iOS, Android |
Frequently Asked Questions
Reviewers rate Support Rating highest, with a score of 7.1.
The most common users of GetAccept are from Small Businesses (1-50 employees).
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Community Insights
TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!
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Users have found that GetAccept, a software for configuring, sending, and signing documents online, allows them to streamline their document processes in just a few minutes. With its digital signature capabilities, businesses are able to establish themselves in the market by quickly and securely closing deals and agreements. The software's integration capabilities with multiple programs make it easy to incorporate into existing workflows, and users appreciate the speed at which API configurations are done.
One of the key use cases of GetAccept is its role as a sales platform for B2B sales. It offers features such as live chat, document tracking, and e-signature facilities to help increase sales. The user-friendly interface and robust platform make it an effective tool for automating tasks and integrating with CRM systems to track contracts and sales proposals. By providing a centralized location for promoting, sending, creating, and tracking sales activities, GetAccept allows users to remain productive and efficiently send proposals and presentations to clients. The software also enables users to sign agreements with prospects and handle onboarding documents for new employees. With its versatility and ease of use, GetAccept is utilized across organizations by customer success and sales teams alike.
Users highly value the quality of customer service, organization, and product offered by GetAccept. The software effectively tracks and analyzes potential customer interactions, enhancing the understanding of how deals progress through the pipeline. Users find value in combining the sales tools provided by GetAccept with other platforms like Salesforce or Pipedrive. Additionally, GetAccept is frequently used to differentiate from competitors by sending video presentations and sales content. It speeds up the contract signing process while providing clear visibility on deal progress.
Beyond its sales enablement capabilities, GetAccept finds use in education as well. Business management courses leverage the software's interactive functionalities for activities with students. Furthermore, it simplifies the contract/agreement process and stores data for future reference across various teams including sales, customer success, HR, and contract management. The software is also employed for sending invoices, quotes, and designing professional documents for clients, making it a versatile tool across the entire organization.
The transparency provided by GetAccept in document sharing and its secure, GDPR-compliant nature ensure privacy in formal contracts. It acts as a centralized deposit for active documents, simplifying collaboration and version control. Users appreciate the ability to track engagement and drive pipeline through the software, ultimately leading to increased sales. With its wide range of use cases and positive user experiences, GetAccept proves to be a valuable asset for businesses seeking a tool to streamline their document processes, increase sales, and improve overall efficiency.
One of the standout features of GetAccept is its ability to significantly reduce the time taken to execute deals and agreements. With digital contracts, users can quickly finalize transactions without the need for lengthy manual processes. This not only saves time but also ensures that businesses can close deals faster and maintain a competitive edge in the market.
GetAccept also offers transparency in document sharing, acting as a centralized repository for active documents. This makes collaboration easy and efficient, allowing team members from different departments to access and work on documents simultaneously. In addition, the software provides clear visibility on deal progress, making it easier for teams to track the status of contracts and take necessary actions to move deals forward.
Another valuable use case of GetAccept is during pre-sales activities. It offers a less formal approach compared to traditional e-signatures, allowing businesses to engage with potential customers in a more personalized manner. Users appreciate the versatility of the software, which supports various activities such as sales enablement, expansion, renewal processes, and even recruitment.
Furthermore, GetAccept is often used as a replacement for other e-signature solutions like DocuSign. Customers find it secure and GDPR-compliant, ensuring privacy and compliance when dealing with formal contracts. The software's robust security measures provide peace of mind when handling sensitive documents.
Users also leverage GetAccept's CRM functions and increased use cases with an e-signature solution. The ability to integrate with customer relationship management systems allows for seamless tracking of customer interactions, providing valuable insights for sales teams.
Overall, GetAccept proves itself as a versatile tool that simplifies document processes, speeds up contract signing, enhances collaboration, improves transparency, and increases sales efficiency. Its user-friendly interface, integration capabilities, and strong customer support make it a popular choice among businesses looking to optimize their document workflows and streamline their operations.
Comprehensive Software: Users have found GetAccept to be a comprehensive electronic signature software that offers quick training options for all personnel. This has been mentioned by several reviewers, highlighting the software's ability to cater to the needs of various users and provide them with efficient training resources.
Automated Signature Collection: The ability to automate the collection of signatures for various reports, projects, and legal agreements is highly appreciated by users. Many reviewers have mentioned this as a key benefit, emphasizing how it simplifies and streamlines the signing process.
Secure and Efficient Document Sending: Users value the secure and fast sending and forwarding of documents offered by GetAccept. This feature has been positively acknowledged by multiple reviewers who appreciate its contribution in making the document exchange process efficient.
Higher Charges for GetAccept License: Some users have experienced unexpected and higher charges when purchasing a GetAccept license for several months, resulting in wasted time managing this issue.
Limited Functionalities with Zapier and API Integration: Users have expressed the need for more functionalities that can integrate with Zapier and API. They are demanding updates or improvements in these areas to enhance their workflow efficiency.
Verification Requirements for W-9 Files: There are concerns about the verification requirements for W-9 files, as they sometimes require both SSN and EIN, but only one can be skipped. Users feel that improvements are needed in this aspect to streamline the process.
Users recommend the following to optimize the use of GetAccept:
- Speaking to the employees at GetAccept is recommended to learn about different ways to use the system for various departments.
- It is suggested to utilize all the features on the GetAccept website and work with Dailius for setup and support.
- Making use of previews and conducting research can help maximize the capabilities of GetAccept. Going through the trial process is also advised to fully understand the product.
Attribute Ratings
Reviews
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July 08, 2022
Sales enablement software
It helps us securely sign documents. It allows the customers to digitally sign the documents and close deals faster. It allows us to perform a great deal of CRM functions which are critical to our business and has helped us a great deal in our business. Our use case has increased by receiving an esignature solution.
- Signing documents
- CRM software
- Sales interaction
- Secure Payments
- Affordable Pricing
February 11, 2022
GetAccept automates electronic signatures on an ongoing basis
Since we bought GetAccept we only need 3 minutes to be able to configure, send and sign our first documents online. It is the best software to make ourselves known and to start writing our digital signature in the market. If we do not have money to buy the licenses GetAccept allows us a free trial to test all the benefits before making such a purchase. GetAccept can be integrated with several programs and API configurations are done almost immediately.
- GetAccept gives us quick training options for all personnel who will be using this electronic signature software and everyone who has the proper authorization can leave the signature.
- GetAccept allows us to automate the collection of signatures for any report, project, or legal agreement that needs to be completed and can automate the payment for it if the client approves it as such.
- GetAccept makes the sending and forwarding of any document secure and fast, not to mention the automatic signing of the document itself.
- Sometimes you buy a GetAccept license and you get a higher charge assuming that we are buying for several months, this is then solved with customer support, but it is time that is wasted doing that kind of management.
- We need several functionalities that adapt both a Zapier and API integration, we demand an update or at least have an improvement in these cases.
- Improvements are needed in the verification requirements of the W-9 files as they require SSN or EIN or sometimes both, but can only skip the verification point with only one of them.
February 08, 2022
Great for shortening our long sales cycle
We use getAccept for sending video presentations as well as sales content to differentiate ourselves from our competition.
- Gets prospects attention
- Can send sales content
- Gives prospect a call to action, follow to a presentation etc.
- none
- So far happy with the product
- We are doing a trial run
February 07, 2022
GetAccept is good software, but some features need to be implemented
We use GetAccept purely for educational purposes in Business Management courses in the university where I work. GetAccept is very useful for interactive activities with students during courses. In particular, we use it in mapping potential stakeholders of new products and verifying models to shorten the overall sales cycle. In particular, we use the free version of the software. GetAccept is also very useful in the mobile version, thanks to which students can interact even outside of class hours.
- GetAccept allows you to speed up all analyzes aimed at shortening a sales cycle.
- The mobile version allows us to increase the interaction of our students.
- It allows you to easily keep under control the exchange of all the documentation of a contract with a customer.
- The graphical interface needs some improvements, especially on the mobile version, to speed up the various operations.
- Some operations are not fully automated. For example, there are no templates available to create a contract proposal.
- GetAccept does not allow you to gradually monitor the changes made by customers.
February 06, 2022
CRM made easy.
It enables a sales platform in order for the B2B sales. It has the features related to the live chat, and for the proposed design and document tracking for helping with E signature facilities In order to help buyers and sellers engage in the natural way with the world of digitalization. It is a combined all-in-one platform.
- Video Messaging.
- Proposal Creation.
- E signature
- Contract Management.
- Creating proposal is very manual.
- CRM sync doesn't work properly.
- Sending documents including company's name.
GetAccept has a streamlined user interface that quickly understands a robust platform for increasing sales. We use their automation tools and CRM integration to track every contract and sales proposal with powerful features and dashboards. It is effortless to send and get documents and signatures because it works right with our CRM. We can use it to promote, send, create, and track sales in one place. GetAccept has a high level of quality that we found in its customer service, organization, and product. We’ve seen how it tracks and analyzes potential customer interactions. One of the essential asset features is combining sales tools such as Salesforce and Pipedrive. It is an excellent tool that assists us in remaining productive.
- GetAccept: Deal-tracking.
- GetAccept: Easy to use UX/UI.
- GetAccept: Digital e-Signatures.
- GetAccept: Simplified Document Design.
- GetAccept: Invoice Management and Reporting.
- GetAccept: Excellent dashboard and customization.
- GetAccept: UI could use a little less clutter.
- GetAccept: Once accustomed, fine, but it could be better.
- GetAccept: Some tasks merely require a few clicks more.
February 04, 2022
The experience with the software that surprised me in a good way
This is a customer service company that provide different software services and solution to the companies, for do that they offer a variety of digital packages to the customer according them necessities and Get Accepted provide us the opportunity to purchase in a easy way that packages and keep in contact with the customer a long of the process.
- The software is user friendly and the employees understand how to use in a couple of weeks
- Have a great interaction with the customers
- Create confidence between the customer and the company
- Get accepted help to the customers to understand the terms of the agreements, saving a lot of time for the company
- In some cases could be angry that software ask you for feedback many times, for example, when you are filling out a contract
- something that happen occasionally is a little bit complicate find some documents in my screen, I mean if you could improve the way how the recent files appear on the screen could be great. not always happen but it is not good.
- I would love to have templates that allow me create files in a easy way.
February 04, 2022
We accept GetAccept as the best proposal tool we've found!
We use GetAccept to send proposals to our clients when necessary. We generally don't need signatures on the proposals. The tool helps us give our clients a good overall look at the different aspects of our payment processing services. It's easier and less "clinical" than traditional proposals. We even use it as a presenting tool at times.
- We like the ability to create templates that we can customize per client.
- The intro video is a really nice touch, and we've received positive feedback on it.
- The ability to embed videos and documents makes the proposals more interactive than the traditional proposals.
- We wish there were more options for "mail merge" or "attribute" type features.
- We wish there as an ability to customize image sizes, for example our logo.
- We've had a few challenges in the past with the in message feature.
February 04, 2022
GetAccept - a tool all small business owners should have.
I use GetAccept to send and manage service invoices and quotes as well as to design professional and dynamic invoice and quote documents for the clients in my freelance service
- Document Design
- Send and Manage Invoices
- Reports & Forecasting
- There is not much I can offer here as I am using the Free Version and I don't have anything I feel is missing as it offers everything I require
February 04, 2022
Get Accepted increases my sales
It allows me to send documentation to my clients and track the emails and when they receive them they can sign them. It has a very nice interface and allows me to send videos to my clients. So messaging stops being cold and is much more dynamic.
- Sending emails with signature ad videos.
- Emails have a nice interface
- That at the time of sending the image, explanatory texts can be sent outside the image.
- Better edit to text functionality for sending mails
Our Sales team used GetAccept to obtain digitally signed contracts from our clients. It streamlined the process tremendously. We also used it to store & share templates.
- Sends reminders to clients when they have a pending, unsigned contract.
- Alerts you when prospect opens the doc.
- Collects insights like how much time they spent looking at each page.
- Signing order is great.
- Clean interface & intuitive user experience.
- The GetAccept emails would sometimes go to clients' spam folder.
- Sometimes previews lagged a bit, but not a big deal.
- Can't think of anything else.
February 05, 2021
Best E-Sign Software and easy to use
We were using GetAccept to sign agreements with prospects and also sign on-boarding documents for new employees.
- Create contracts.
- Remind clients of outstanding contracts.
- Inform users of time spent on certain pages.
- Integrating with payment processors.
- Having a more robust integration with HubSpot.
February 04, 2021
Good for the price
- Seeing when prospects open your doc.
- Telling you how long they spent staring at the different pages.
- Reminding you which docs have been unsigned and for how long.
- Allowing you to send reminders to clients to sign the contracts.
- Allowing the capability to collect payment upon signing.
January 29, 2021
User-friendly and does what it's supposed to
GetAccept is being used by our revenue team, both sales and customer success. It solves the problem of not having transparency around our document sharing. We are constantly developing new products and we love GetAccept's templates library to act as our centralized deposit of all active documents. Before GetAccept it was challenging to track down documents, proposals, and presentations. I also like using GetAccept for pre-sales because it doesn't feel as formal as an e-signature, but still more formal then sending a prospect a google doc.
- Template Library for organizing active documents.
- Dashboard for birds-eye view of every presentation and sales proposal out for signature.
- Integrations for easily plugging in company and contact data.
- Cloning documents with the same recipients is more clicks then it could be.
December 16, 2020
GetAccept - A powerful Sales Enablement Tool
GetAccept is currently being used across the organization, more specifically by our Sales, Customer Success and HR team. It helps in sales enablement, to ensure we get digitally signed contracts in place as required in the selling process, expansion and renewal process and also during recruitment to send agreements for new hires.
- Allows for easy editing of documents for e-signatures.
- Order of signing in the signatories is great.
- Tracking and email alerts are very useful.
- Preview feature sometimes takes too long to load, but not a major hassle.
December 10, 2020
Great product with even better customer service
GetAccept is used by primarily the sales team within the business to send out contracts and have them returned in a safe, simple, and convenient manner for everyone involved. However, every function of the business relies and leverages GetAccept to some degree. The ability to send a virtual contract out to a prospect within a few minutes of having a deal agreed massively cuts down on the turnaround of getting the deal finalized and starting the on boarding and integration process for the new client. The system is also very secure, allowing the business to send formal contracts without GDPR or privacy worries.
- Extremely easy to use UX/UI.
- Ability to send reminders covertly to prospects who have yet to sign the contract.
- Ability to have multiple engagement touch points with the prospect.
- Excellent customer success, always very quick to respond to queries.
- None that I can think of at present.
December 02, 2020
GetAccept "Gets It Done" to move the sale across the finish line with a signed agreement
GetAccept is being used within our sales team to streamline the contract/agreement process. GetAccept helps expedite the authorized signature process and houses the data for future reference. Having documents time and date stamped is important.
- The ability to forward agreements along with a video of me describing the agreements. It makes it more personalized and it's always well received by the recipient.
- You can track in real time when a document has been viewed and for how long.
- You can always reference the history of each client agreement. Easy access.
- At the moment, I do not have any examples for areas that GetAccept has room for improvement.
I believe it's just being used in the sales team, but I could be wrong. [GetAccept] speeds up the time to get those contracts signed and gives me clear [visibility] on where my deals are at with the dashboard.
- Salesforce integration is brilliant and very quick to generate the contract.
- It's idiot-proof. You don't need to worry you've not completed something, as it won't allow you to generate the contract otherwise.
- The dashboard. I like seeing who has or hasn't opened the agreement and how long each page was view for.
- Contract[s] will go into prospects spam sometimes.
May 07, 2020
Great tool for a serious sales team!
We use GetAccept as an e-signature solution for contracts and IRS documents. We were trying to utilize for proposals and engagement letters, but it didn't fit our workflow.
- SMS Signatures
- Beautiful UI
- Great Dashboard
- Templates are not created within the program
- There are two modes--sales and signature--which is confusing.
- Program is confusing at times
February 13, 2020
GetAccept: Fairly easy to use
The sales team started off using GetAccept to send contracts, quotes, proposals, and slide decks. Eventually, we started using GetAccept across our organization with our Customer Success and Ops teams--specifically recruiting started to send contracts for renewals, follow-up emails with deliverables to current customers and applicants. We switched from Octiv to GetAccept.
- Tracking
- Changing templates
- When editing a document, the screen shot preview of draft is not in real time.
- The app continues to send notifications to your mobile even after a user has been decommissioned.
February 12, 2020
GetAccept Stands out with Customer Service
GetAccept was being used as the primary source for sending digital contracts and agreements from our company to our clients. It was being used by the whole organization, with the majority of the users coming from the Customer Success teams and the outbound Sales teams. Using digital contracts greatly cuts down on time taken to execute deals, redlines, and other forms of agreements.
- Integrations
- Customization
- Mobile Experience
- Making Edits
June 11, 2019
GetAccept is the lens to customer engagement!
GetAccept is being used by both the Sales and Customer Success teams within our organization. We use it anytime we are sending a presentation deck, survey, contract, and more. It allows us to see how people are engaging with the things we are sending them and if they are sharing it with others. It helps to drive pipeline because it lets us know when people are interacting with my documents and I'm able to chat with them while they are reviewing. It's been a great tool for us!
- Connects easily to Salesforce.
- App notifications help me see engagements in real-time.
- It's easy to make changes to the order of slides in presentations within GetAccept.
- I love the app notifications, but the app crashes when I try to open the docs... I have to open on the computer.
- Some misspelled words in the app, which doesn't hurt functionality but drives me crazy.