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Proposal Templates for Dynamics

Create, develop, and manage all your proposals in your Dynamics CRM environment.
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Proposal Template

Proposal Management

Proposal Flexibility & Archive

Install GetAccept for Dynamics

How to Write a Proposal?

Creating proposals with the GetAccept integration is simple. You can choose from one of our own catalog of templates or upload your own!

If you feel like being creative, GetAccept supports all proposal formats such as PowerPoint, Google Docs, Word, or PDF documents.

Draft all your winning proposals and upload them to your Dynamics CRM environment so you can work more efficiently to close more deals!


Proposal Management Software

With our proposal management and template features, you can create custom workflows to meet your needs. Leverage the following features:

  • Upload a proposal or document
  • Upload and edit proposal templates in GetAccept and sync with Dynamics
  • Attach any supplemental file with your proposal and track prospect behavior throughout the process

All of your proposals are organized in a simple way so you can manage and edit all of your documents all in one place!



Proposal Flexibility and Archive


The GetAccept integration with Dynamics gives you flexibility around the proposal management process. With our integration, you will be able to track proposal activity. Editing proposals is made easy by syncing any changes with your CRM. Send updates without creating multiple email chains that end up decreasing your sales effectiveness.

All of your proposals and documents are stored in GetAccept's electronic archive. So don't worry - we are here to help you close more deals!

How to Install GetAccept for Microsoft Dynamics?

  1. You must already have a GetAccept account registered. Don't have an account? Sign up for a free trial today!
  2. Log in to your Dynamics account - you must be an administrator to complete GetAccept installation.
  3. Go to Settings -> Solutions 
    md integration1
  4. Import the file provided by your GetAccept Sales Specialist

    md installation2md installation 3
  5. After importing the file into your dynamics account, see our detailed instructions here.

Important features and benefits

Close Deals Faster

Make it easy for both you and the customer to sign the deal quickly, wherever you are

Manage Everything in One Place

Control your pipeline activity, customer dialogue, related documents and relevant insights all within Hubspot CRM

Modern Communication

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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