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GetAccept

GetAccept

Overview

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…

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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 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…

Entry-level set up fee?

  • No setup fee

Offerings

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

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What is PandaDoc?

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

Increase 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 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

(30)

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

(1-22 of 22)
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Luis Alcalá | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
  • 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.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
  • 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.
Farjana Labonno | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
  • 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.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
  • 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.
Sandro Marc-Charles | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
  • 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.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • 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 04, 2021

Good for the price

Christopher J. Ferretti | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
  • 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.
Haylee Taylor | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • 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.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • 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.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • 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.
Arran Jones | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • 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.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
  • 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.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
  • 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.
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