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Proposal Templates for Pipedrive

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

Proposal Management

Proposal Flexibility & Archive

Install GetAccept for Pipedrive

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 right in your Pipedrive CRM environment so you can work more efficiently to close more deals!

 

Proposal Management Software

After you've uploaded a proposal into the GetAccept portal in your Pipedrive environment, you can fully automate your proposal management process. 

Leverage our Google Docs proposal feature that allows you to do real-time editing. This way, you do not have to keep resending the proposal to your prospect. No more cluttered emails and documents.

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

 

 

Proposal Flexibility and Archive

 

The GetAccept integration with Pipedrive gives you flexibility around the proposal management process. With our integration, you will be able to create custom document tracking workflows. Developing workflows in your Pipedrive environment will allow you to increase your sales efficiency.

You can use flexible strategies that engage with your buyers in the most effective way. 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 Pipedrive?

  1. Add the GetAccept Chrome extension (Google Chrome required).
  2. The integration will be activated when you are logged in to Pipedrive.
  3. Click the GetAccept icon in your browser () and use your GetAccept login details to log in - or create a free test account.
  4. When you are in a Contact, a Corporate Card, or a Deal you will see the GetAccept panel on the right. From here, you can start a new conversation or follow up on current leads.
  5. Select the recipient from your contact card or use the search function. Choose what role the recipient should have (signer or recipient) and then decide whether to use a template or upload a document. Don't forget to add your video (personal or pre-recorded) or record a new one using the GetAccept app. Then click send!
  6. The document's status will appear in Pipedrive and the recipient's activities will appear in your timeline. You will be able to see how long the recipient has looked at each page of the document by clicking on the document.
Do not hesitate to contact us if you have any questions or want a demo of the integration!

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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