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With the GetAccept integration for Dynamics CRM, you can upload an unlimited amount of documents that require an electronic signature.
GetAccept supports multiple document types so you can be creative around the eSigning process. Upload PDFs, PowerPoints, Google Docs, and Word documents in order to support all parties involved. Manage and reorder any document as needed.
Utilize your entire Dynamics CRM contact database to create, develop, and send new documents. You can customize the signing order if you have multiple recipients attached to one document. During the uploading and eSigning process, know exactly when and how each recipient engages with your document.
Finally, close each Salesforce deal with a secure one-click electronic (digital) signature.
GetAccept supports multiple digital signature methods. Depending on your client's needs, the Dynamics CRM integration gives you access to hand signatures, type-to-sign, and click-to-sign electronic signatures. Read more about Digital Signatures here.
Send electronic signature via SMS and email for more efficient results. Know exactly when your recipient has accessed, forwarded, and eSigned the document.
Finalize any deal with our secure and simple one-click solution to digitally sign any document.
The secure eSignature is GDPR (General Data Protection Agency) compliant ensuring consent is specified and documented for each party involved. With GetAccept, you can improve the signing process by giving you organized data and control permissions around the digital signature process. GetAccept's electronic signing enables companies to show consent in a court of law and empowers them to handle data legally.
GDPR mandates special requirements for agreements between the Data Controller and the Data Processors. These agreements are called Assistance Agreements or DPAs (Data Processing Agreement). GetAccept simplifies the process of maintaining and updating contracts in order to conform to these GDPR requirements. With eSigning, you can streamline all document workflows in a secure, simple, and legal way!
Make it easy for both you and the customer to sign the deal quickly, wherever you are
Control your pipeline activity, customer dialogue, related documents and relevant insights all within Hubspot CRM
Answer customer questions via Live Chat. Explain your message in a video. Reach out proactively when prospects are active via the GetAccept mobile app
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