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GetAccept

Score9.1 out of 10

31 Reviews and Ratings

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What is GetAccept?

GetAccept is a software platform designed 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

Categories & Use Cases

Reviews

What users are saying about GetAccept.
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GetAccept automates electronic signatures on an ongoing basis

Incentivized
Luis AlcaláView profile
Senior Manager, HR Planning & Talent Management in Human Resources at TruGreen (5001-10,000 employees employees)

Use Cases and Deployment Scope

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.

Pros

  • 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.

Cons

  • 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.

Most Important Features

  • GetAccept has the ability to make every submission of any document very easy to do when it comes to any electronic signature.
  • GetAccept makes contract management extremely easy, intuitive, and fast.

Return on Investment

  • With the use of GetAccept electronic signatures have made our job easier giving us a profit level of 7% in the first month and for the first quarter, we advanced to 19%.

Other Software Used

HubSpot Marketing Hub, Mailchimp, Keap (formerly Infusionsoft)

CRM made easy.

Incentivized
Shivam ShrivastavaView profile
Technical Consultant in Customer Service at Edureka (201-500 employees employees)

Use Cases and Deployment Scope

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.

Pros

  • Video Messaging.
  • Proposal Creation.
  • E signature
  • Contract Management.

Cons

  • Creating proposal is very manual.
  • CRM sync doesn't work properly.
  • Sending documents including company's name.

Most Important Features

  • Video messaging.
  • Proposal creation.
  • E signature

Return on Investment

  • CRM sync could have been better.
  • User Interface are pretty good.
  • E signature facility works fine.

Alternatives Considered

CloudApp, ClearSlide and Highspot

Other Software Used

Highspot, CloudApp, ClearSlide

GetAccept Is A Sales Tool That Is Intuitive, Straightforward, And Easy-to-use.

Incentivized
Farjana LabonnoView profile
Full Stack Web Developer in Information Technology at 3DEVs IT Ltd. (51-200 employees employees)

Use Cases and Deployment Scope

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.

Pros

  • 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.

Cons

  • 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.

Most Important Features

  • GetAccept: Less time is spent on sales because of video and live chat.
  • GetAccept: Auto-reminders, expiration dates, and chat features are fantastic.
  • GetAccept: Speeds up document distribution professionally and signing, thus our sales process.

Return on Investment

  • GetAccept: Sales team's time efficiency and effectiveness have been solved.
  • GetAccept: Sales quotes approval and sending to customers have been simplified.
  • GetAccept: Streamlining and personalizing customer communication throughout the sales cycle.

Alternatives Considered

PandaDoc

Other Software Used

DocSend, from Dropbox, Proposify, Oneflow

Sales enablement software

Incentivized
Aayushi Meht
Narketung Coordinator in Marketing at EdSmart (11-50 employees employees)

Use Cases and Deployment Scope

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.

Pros

  • Signing documents
  • CRM software
  • Sales interaction

Cons

  • Secure Payments
  • Affordable Pricing

Most Important Features

  • Signing documents
  • Sales follow ups

Return on Investment

  • Close deals faster with customers
  • Templates
  • Straightforward implementation process and connects easily to Salesforce

Alternatives Considered

HubSpot Academy

Other Software Used

HubSpot CRM, Qwilr, Adobe Acrobat Sign

We accept GetAccept as the best proposal tool we've found!

Incentivized
Sandro Marc-CharlesView profile
Chief Executive Officer in Sales at Gladiator Excellence, LLC (1-10 employees employees)

Use Cases and Deployment Scope

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.

Pros

  • 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.

Cons

  • 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.

Most Important Features

  • Ability to insert video
  • In proposal messaging
  • Ability to have templates

Return on Investment

  • Customers feel less confused or overwhelmed with the way the proposals are presented.
  • We've never before had a customer express that they were impressed with the presentation of the proposal.
  • The customization using video is a particularly nice touch.

Other Software Used

Adobe Sign, Calendly, Leadpages

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