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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

Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius 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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Alternatives Pricing

What is DocuSign?

DocuSign supports transactions with document sharing and electronic signature, as well as automated and guided data collection and entry, record updating across disparate systems and payment collection upon agreement, as well as analytics and reporting.

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.

Attribute Ratings

Reviews

(1-5 of 5)
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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.
  • The positive impact is that contracts and agreements are signed off on a lot faster than just scanning and emailing documents.
GetAccept is easier to use and has much more functionality.
It's very easy to use. And if there is ever a question, customer service is right there to assist.
Excellent. Always responsive in a timely fashion.
Arran Jones | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
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.
I work in sales only. I don't really understand the question.
  • I'm not sure. Goodlord already had the product before I joined. I have nothing to measure it against.
I think it's a good product.
I've never needed to speak with support.
James E. Heyward | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Incentivized
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
GetAccept is well suited for a high-velocity sales professional/team that issues many proposals per month. The application may be overkill for an independent contractor or firm that doesn't have a comprehensive sales plan.
  • Made the signature process more efficent
  • Introduced signature by SMS
GetAccept has more features and a better dashboard. We moved from PandaDoc because of the SMS and video capabilities of GetAccept.
The support staff has been wonderful, but certain limitations in the software made my call unsuccessful.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
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.
GetAccept is good for sending out contracts, editing pre-designed templates, sending presentations and adding a video touch. It integrates with the Google Suite and Salesforce. GetAccept is decent at capturing additional contacts who view and provides real-time notifications/chat with recipients of documents.
Our rep is very personable, shares best practices and cares about his customers. GetAccept is not great for sending large files--need to compress, and not great for expiring anything other than a signable contract.
  • N/A - Individual Contributor
  • N/A
The decision to switch from Octiv to GetAccept happened when I was a newer rep at the company. I was not involved in the decision-making process. From what I know, individual sales reps were looking for an easier-to-use platform. I liked the real-time text notifications on both platforms. I did not have much experience using Octiv. I preferred the UI with GetAccept, and I thought it was fairly intuitive.
The Customer Support team was responsive. I typically submitted questions while I was using the app and via the web. The FAQ support base was alright. I cannot recall a time when I used that as opposed to connecting with a rep. I believe all communication was via email. Dalius was great at soliciting feedback. I particularly valued him offering support for best practices as it related to more strategic ways to use GetAccept.
Zoom, SalesLoft
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.
  • Speed in Agreement signatures
  • No duplications of work from CRM to contracts
DocuSign provides the same level of functionality as GetAccept, but with a smaller, more attentive customer service team. Due to their size, I believe GetAccept can pivot quicker and configure themselves more easily to fit our organization's individual needs. DocuSign is really big, and a company that size will most likely not extoll a lot of effort for a small company like ours.
GetAccept stands out amongst the competition due to their customer service. Every account is given a living, breathing human being to watch over their progress and make sure they are attaining their goals. They always set up training with our team whenever a new product or feature is realized that might benefit us.
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