GetAccept for Microsoft Dynamics

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. 

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. 

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.