Boost your efficiency with GetAccept for Salesforce

Bye-bye to admin overload

End the boring admin work, data entry, and manual tracking. Automatically populate sales documents and update your Salesforce opportunity status in real-time. Experience the magic of GetAccept’s automated workflows and 2-way sync, and let your team focus on what matters.

Quick to quote, quick to close

Introducing a fast, powerful, yet easy-to-use CPQ experience. Automatically create eye-catching, modern proposals and contracts in seconds, regardless of quote complexity or customizations. GetAccept is responsive, catering to every device so your buyers can sign on the go or at their desks.

Real-time pipeline and forecasting insights

Understand buying intent by tracking prospects’ interactions with your proposals. Get instant updates when they view the proposal, loop in new stakeholders, or sign the deal. Leverage these insights to identify hidden decision-makers, pivot quickly, and win more deals.

Full control and efficiency with customized workflows

Automate alerts and follow-ups for signed, rejected, or undeliverable documents. Customize workflows to meet unique process requirements. Set the signing order, approval rules, pricing guidelines, discounting threshold, and lock certain content when needed. Let your reps shine while maintaining a structured and monitored process.

Flexible, customizable, and faster time-to-value

Connect GetAccept to your Salesforce CRM – no coding required! Benefit from a powerful yet easy-to-implement integration. We enhance your Salesforce experience without the technical hurdles. Maximize your reps’ time for building relationships and closing more deals by minimizing their time getting used to new tools.

Salesforce as your single source of truth

Leverage automation and workflows to reflect customer and opportunity updates in Salesforce – in real-time. Create, send, and track all your sales documents and conversations directly from within Salesforce. Access signed documents, prospect interactions, and performance dashboards, maintaining data hygiene and integrity in your CRM.

GetAccept is a trusted Salesforce ISV partner

As a Salesforce ISV partner, we provide our customers with more insightful support, compliance with Salesforce’s safety guidelines, and a feature roadmap that aligns better with Salesforce’s development. Learn more about our partnership and products!

Keep Salesforce in sync with your deals

Save time and act faster on real buyer signals. Whether it’s a signed contract or a key milestone hit, your CRM updates itself. No manual work needed.

• Auto-advance pipeline stages as certain milestones are hit
• Mark deals won the moment contracts are signed
• Trigger follow-ups when a buyer returns to your Deal Room
• Mirror live deal data in reports and dashboards

Manage, create & analyze deals using Agentforce

Get engagement insights and view, create & send content directly from Agentforce. Try prompts such as

• “Create a contract for this opportunity”
• “Which GetAccept Contracts and Deal Rooms had activity this week and are set to close this month?”
• “Who’s the most active decision-maker in this account?”