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Build better customer relationships with GetAccept for Pipedrive

Pipedrive’s intuitive CRM platform meets GetAccept’s advanced sales engagement tools. No more scattered buyer communication and data or lost deals in the pipeline. A trusted single source of truth for your team. A clear win-win.

Customers reaching new heights with GetAccept + HubSpot

Branded contracts and proposals in no time

Deliver tailor-made proposals to your buyers in just three simple steps. Automate the infusion of your CRM data into contracts and proposals with merge tags. As the deal evolves, quickly make edits and update proposals to reflect changes in real-time, ensuring your buyers can always access the most current version using the same link.

Fast, accurate quote delivery with flexible pricing table

Sending quotes in a static PDF format is outdated. With GetAccept’s pricing table, you can automatically generate a modern-looking quote using product details stored in Pipedrive. Send quotes faster while keeping everything on-brand. Your quotes also have a responsive design, meaning buyers can conveniently sign from their mobile devices, tablets, or computers.

Add a personalized touch to every sales interaction

Foster trust with your customers by adding personalized videos to your sendouts that boost every sales communication – all within Pipedrive. Live chat with your customers or set up automated reminders to keep up the momentum.

Track buying intent and uncover hidden stakeholders

Stay in the loop with real-time tracking of document engagement, providing valuable insights into your prospects. Receive instant notifications when your recipients leave a message, view the document, or share it with others, ensuring you're always on top of deal progression. Keep tabs on document opens, frequently viewed sections, and who your recipient has shared it with. Pinpoint all decision-makers involved to refine your outreach strategy.

Collect all the signatures you need – fast and secure

Seal deals effortlessly with a single click using our legally binding electronic signatures. Send any document for electronic signing directly from Pipedrive. Once the signature is complete, the signed copy will seamlessly return to your CRM for secure storage.

Your Pipedrive CRM = The single source of truth

Effortlessly store recipient input and signed contracts in Pipedrive. Automatically mark the deal as closed upon contract signing.

Keep Pipedrive in sync with your deals

Save time and act faster on real buyer signals. Whether it’s a signed contract or a key milestone hit, your CRM updates itself. No manual work needed.

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    Auto-advance pipeline stages as certain milestones are hit

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    Mark deals won the moment contracts are signed

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    Trigger follow-ups when a buyer returns to your Deal Room

“Very easy integration from Pipedrive to GetAccept! Nice clean proposals sent easily for electronic signature.”

Andrew Bouton, Associate Director @ Stacksource

Andrew Bouton

Associate Director@ Stacksource

Start wowing buyers and hitting quotas now

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.

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