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Product overview

With GetAccept, flexibility is at your fingertips to engage buyers in new ways and increase win rates by 75% on your documents.

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Customer Stories

GetAccept for Microsoft Dynamics

Streamline your sales process with GetAccept, the leading Digital Sales Room platform. Simplify how you create, share and e-Sign sales documents directly within Microsoft Dynamics CRM. 

Automate your Sales Process 
with GetAccept’s Native Integration to MS Dynamics 

GetAccept is embedded inside MS Dynamics 365 Sales and can be placed under Opportunities, Accounts, Contacts and Quotes.
Your sales reps can create, share and track their sendouts without leaving MS Dynamics. The GetAccept integration is a full-service solution to shorten your deal cycle and increase your win rate. 

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Increased engagement when using personalized videos

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Shorter sales cycles when using electronic signatures

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Increased hit rate to closed deal and a second line here

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All-in-one place to create, share and track your proposals and contracts

Tired of juggling through emails, slacks and Google Drive just to find that one document you need? It’s time to make your sales process more efficient. With GetAccept, you can create and store all documents in one place. 

Select the template, personalize it, and share it with selected recipients – it’s that simple. Select and combine dynamic videos, meeting summary notes, sales decks, pricing tables, PDFs and much more - all without leaving your Dynamics CRM. 

pricing table for getaccept pipedrive integration

Flexible and easy-to-use pricing table

There’s no need to manually add static PDFs to your sendout anymore. Automate this process instead! 

Seamlessly push Product Line Items stored in Dynamics to your quotes using GetAccept’s Pricing Table. Send your quotes out faster, more easily, and even more aligned to your company’s-brand and style.

Your quotes will also be responsive so your buyers can sign them from their mobile, tablet, or computer.

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Engage your buyers and negotiate on the fly

Record a personalized video within Dynamics or upload a pre-recorded video to accompany your sales sendout. Build trust with your buyer and stand out from the crowd.

As the deal progresses, edit your proposals and implement agreed changes quickly, even after they are sent. Your buyers can always use the same shared link to view the latest document version, keeping everyone in the buying process engaged and aligned. 

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Track buying intent and uncover hidden stakeholders 

See how your prospects engage with your documents in real time.  Receive insights on how many times a sent document has been opened, which pages are the most viewed, and to whom your recipient has forwarded the document. 

Know every stakeholder involved in the decision-making process so you can optimize your sales outreach.

Receive live status updates in your inbox, the GetAccept mobile app, or in the timeline of a Dynamics object so you never miss a beat. 

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Get your deals signed and sealed

Close all deals easily with a one-click, legally binding eSignature.
Send any document for electronic signature straight from Dynamics CRM. The signed copy will automatically be sent back to your CRM for storage when the signature is completed. 

Would you like to see our MS Dynamics Integration?

GetAccept is with you all the way! Understanding where you are in your digital transformation is the first step. Contact us to book a demo and we will find a solution together!

“With GetAccept, the documents become more accessible. I can read through and sign an agreement while I sit and wait for something else, directly on my mobile. ”

Carina Stade, Business Analyst @ Preem
G2_badges_web – Winter

From the blog

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