GetAccept + Pipedrive

Build trust with your buyer by recording and adding personalized videos to accompany any sales sendout. Sales reps can record and send personalized videos or upload pre-recorded videos straight from their Pipedrive environment either through an opportunity, deal or organization record. Schedule automated reminders or engage in real-time chat with your buyer when they are impressionable and engaging with your sent meeting summaries, proposals and contracts.

Uncover new stakeholders when your sales sendouts and proposals are forwarded to additional parties. Monitor the number of unique viewers who have interacted with your document and total time spent. Gain insight into all the players involved in the decision-making process in order to optimize your sales process and forecasting.

Craft and send branded proposals and documents straight from Pipedrive.  Assemble a sendout using existing templates and attachments or create a custom template from scratch using GetAccept’s Editor tool.   Build your sendout by weaving in dynamic video content with meeting summary notes, sales decks, pricing tables and more.  Store and access your sales templates and content in Pipedrive in order to work from a single platform, reduce time on admin, and spend more time selling.

Save time by configuring sales automations and workflows in Pipedrive based on buyer activity in GetAccept documents.  Automatically update a deal’s lifecycle stage based on interaction with a document, or add a Pipedrive task on a contact or deal after a contract is reviewed or signed.  Activate a personalized email sequence from Pipedrive after a document has been opened, reviewed or signed.