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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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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

[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.

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