With GetAccept, flexibility is at your fingertips to engage buyers in new ways and increase win rates by 75% on your documents.
With GetAccept, flexibility is at your fingertips to engage buyers in new ways and increase
win rates by 75% on your documents.
GetAccept has always been about making life easier for both buyers and sellers by enabling and empowering digital sales interaction.
Since May, we have released a lot of new features that allow users to create any type of document in-app, and make it personal, on-brand, and engaging.
In this webinar, we covered:
Recorded on
October 14th, 2021
Duration
1 hour
Speakers
🚀 Philip Axtelius , CEM @ GetAccept
🚀Thyra Brandt, CEM @ GetAccept
Featuring
Tune in and listen to the recording when Philip & Thyra go through the new features of GetAccept. Q&A from the webinar can be found below.
A: All admins in GetAccept can turn the functions on by pressing “turn it on” when pop up “Get the latest Sales Engagement features!” comes up. Ask your admin for this if you are a user. If you're Admin and don´t manage please contact our support. You have endless usage if you are on the Professional or Enterprise + plan. You have limited access if you are on the Free or Essential plan. The easiest way to find out if you have the features switched on is if you see the “Content Library” in the left-hand panel.
A: Check if you have the new functions turned on. The easiest way is to see if you have “Content Library” in the left-hand panel. If not → contact your Admin to switch it on.
Make sure you searched for the little pen in the correct place, in an already sent document. If you are in the Content Library on templates or resources there will be no pen. There you can edit directly.
A: The edit function can’t be done in Upsales. If you want to edit before or after it has been sent then you can “open GetAccept” and complete the edit from there. We are looking into having more GetAccept features to the chrome extension integrations.
A: Yes, you can always upload your contract as a pdf. You can combine the pdf contract with the new functions. You can not edit your uploaded pdf inside GetAccept. We advise you to replicate the contract you have in the new Editorblock. You build it from scratch but can copy and paste it from your pdf contract.
A: We showed an example of a send-out during the webinar. You have the possibility to build your own templates and you put your own look on your templates.
A: No you can’t. The product team has got this feature request. We keep you posted if this will be released.
Q: What about spam...with lots of pictures
A: Our deliverance team for emails ensures that GetAccept mail does not end up in spam. You can also share a document link that you can send with your own email.
A: You can fill your templates and resources with any language. The language settings are also according to the browser settings on the recipient's side, e.g if it's set in French it will be French on buttons and prompts. Read more about languages supported within GetAccept platform here.
A: Max 120 MB
A: You can fill your templates and resources with any language. The language settings are also according to the browser settings on the recipient's side, e.g if it's set in French it will be French on buttons and prompts. Read more about languages supported within GetAccept platform here.
A: Thanks for this input. Getting curious about the use case. Our platform is mainly built for a relation with at least two parties and possibilities like signing orders, different roles, and so forth. Signing only yourself sounds to us like a small part of a broader case. We like to challenge you! Although we will bring this to our product department. As of today, you have to send it to yourself, but to make it slightly smoother you can add a template with you as a recipient so you don't have to fill it in from time to time.
A: Unlimited.
A: Yes, you can add more content. Instead of using the little pen in the upper right corner where you do changes inside an existing block → Go to the “hamburger menu” → “Create a new version”, from here you can upload any document or add a template or resource.
A: Yes you can copy a template. Create “+” (up in the right corner) → Template
Once you are here, choose “ use template”:
For a resource it is not relevant since the idea of the resource is that you use it over and over again, simply add any resource into your send out, or in other words, a way of copying it ;)
Q: What are the benefits of using a Hubspot plug-in?
A: Working from the CRM plug-in gives you the benefits to work from opportunities and accounts to populate the CRM data to the editor merge tags automatically. The signed document will be saved as an attachment in Hubspot and you can start workflows inside Hubspot, e.g create a task after a document has been signed. You can pick the template in Hubspot, fill in all the fields, record the video, etc. A smooth process.
Q: Are you planning to be able to change text color in textblock?
A: Yes we will add more color options in the textblock, it is in our roadmap.
Q: Are those features available for all users or only superusers?
A: They are available for everyone! To switch the functionalities on, you need to be an Admin/superuser in the system.
A: Yes you can. Simply add a table in GetAccept Editor block. Mark the columns and rows you have in excel, copy and paste. Make sure you paste it in a table in GetAccept:
A: Thanks for this input! Not possible as of today to e.g blur your background or choose a picture. However, you can always upload any film you made from your computer or phone that might have this functionality. Will forward your request to our product team.
A: Yes upon request. Talk to your Customer Success Manager or our Support team if you have this need.
A: Not at the moment. In the CRM you can see the insights and tracking and signed documents. We are looking into having more GetAccept features for the chrome extension integrations.
A: In the Editor element we have this panel with an “undo” “redo” button:
You can always use the short command “Cmd + Z” - it works as well!
A: The Superoffice integration with the new templates is not fully up and running. We are working on it and aiming for a solution during this quarter.
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