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GetAccept

GetAccept

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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Recent Reviews

TrustRadius Insights

Users have found that GetAccept, a software for configuring, sending, and signing documents online, allows them to streamline their …
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Awards

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Pricing

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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…

Entry-level set up fee?

  • No setup fee

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

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PandaDoc headquartered in San Francisco offers their eponymous electronic signature platform for sales teams, containing sales proposal automation and CPQ (configure, price, quote) features, and integration with CRMs.

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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

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

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 Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationApple iOS, Android

Frequently Asked Questions

DocuSign, Highspot, and ClearSlide are common alternatives for GetAccept.

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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Comparisons

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Reviews and Ratings

(28)

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!

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

(1-7 of 7)
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Luis Alcalá | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
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.
GetAccept has shown great progress in the digital electronic signature market, we have had almost no problems since adopting it, although at some point we thought about stopping using the GetAccept server. It is very practical for both the client and the advisor using it. It has a very intuitive interface and the management is amazing.
Farjana Labonno | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
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.
In the end, it was a pleasure to interact with GetAccept. Video chat makes it easy for me to communicate with my clients, which helps to expedite the sales process. GetAccept made the switch from paper enrollment simple. It is straightforward to convert due to its wide accessibility. Video recording, flexible expiration time, notifications, proposals, and other work are available to you as part of an ecosystem that encourages great teamwork. Once accustomed, it's fine, but it could be better.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
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
GetAccept is a great solution especially for smaller businesses and the DIY entrepreneur looking to have professional documentation and invoicing processes who can't necessarily afford to have these done by designers or IT professionals.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
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
When sending a contract or when an explanation is required and an explanatory video is attached. It is less appropriate for situations where less formal communication with clients is required.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
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.
GetAccept is well suited for expediting the electronic signature process. It's fast and easy. Recipients like the process.
Scotty Hunt | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
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
GetAccept is an excellent option. In a category that is highly competitive and saturated, GetAccept stands out due to their integration capabilities and their customer service. On the integrations front, it is vital for a sales organization to have all of our multiple systems "talking" to one another so that time is saved and work is not duplicated unnecessarily. On the CS side, GetAccept always uses human-to-human interactions to solve problems, apply training, and always seem to be available.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
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.
GetAccept is best utilized for anyone who has one-to-one communication with external prospects, contacts, and customers. It is useful to send presentations, slide decks, legal documents, contracts, and other docs. The ability to chat in-app and to provide a personalized video adds another level of personalization that makes a big impact.
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