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Use GetAccept with HubSpot and sell more efficiently

Create, send, and track proposals and contracts directly from HubSpot. Reduce manual work and keep everything perfectly in sync with your CRM.

Customers reaching new heights with GetAccept and HubSpot

Create, share, and track proposals in HubSpot

Build tailored and engaging sales proposals with videos, meeting recaps, sales decks and pricing tables. Track engagement and follow up on your deals, without ever leaving HubSpot.

  • Start right from a HubSpot deal, contact or company record

  • Fill in deal amounts and contact details automatically

  • Send the proposal for e-signature from the same record

Ambre Orsolle-avatar

Ambre Orsolle

Sales Operation Manager @ Eldo

“GetAccept is the ideal contracting tool to simplify the daily life of sales teams.”

Say goodbye to admin overload

Eliminate repetitive manual updates. HubSpot line items fill your GetAccept pricing tables, including discounts and tax, so nobody retypes a quote.

Tommaso Centonze-avatar

Tommaso Centonze

COO @ Smartpricing

“We’ve managed to save over 10 hours of admin work per week thanks to the GetAccept Automation between HubSpot and Chargebee. It creates recurring revenue we enjoy continuously.”

Keep HubSpot in sync with your deals

GetAccept’s two-way sync updates the HubSpot deal or contact record when a proposal is sent, opened or signed. On Professional and Enterprise plans, admins set sync rules so HubSpot updates itself, for example:

  • 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

Uncover intent and identify key decision-makers

Identify decision-makers and new stakeholders from the moment they enter your document. Detailed engagement metrics help you to pinpoint champions and tailor follow-ups without leaving the HubSpot interface.

Faster to quote, faster to close

Create and send custom quotes and contracts in seconds, directly from HubSpot. Mobile-friendly and customizable, so your buyers can view and sign documents anytime, anywhere.

HubSpot as your single source of truth

Everything updates in real time. Signed contracts, buyer activity, and engagement data all sync back to HubSpot.

Feed Breeze AI real-time buyer data

AI is only as good as the data behind it. With live engagement insights from Deal Rooms and Contracts synced directly into HubSpot, Breeze AI can now understand prompts that combine HubSpot and GetAccept data, such as:

  • 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?

Use GetAccept with HubSpot

Frequently asked questions

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See GetAccept in action

During your personalized live demo, we’ll show you how to boost your win rates and wow your customers with the best digital sales experience.

1

Fill out the form

2

Schedule a time

3

Attend the demo