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GetAccept integration

Salesforce

Streamline your sales process by simplifying how you create, approve, and eSign sales documents, all directly within Salesforce.

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Salesforce integration

Imagine an all-in-one Salesforce App to interact with your customers in a personal and efficient way through document, including video, live chat, document tracking and electronic signature. 

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Would you like to know more about our integration?

GetAccept is with you all the way! Understanding where you are in your digital transformation is the first step. Contact us and we will find a solution together.

How does it work?

Streamline your workflows

Use GetAccept's seamless integration with Salesforce to streamline your workflows. Create dynamic sales collateral directly from Salesforce.You can enjoy GetAccept’s functionality of the web environment without having to leave Salesforce.

Speed up your sales process 

Speed up your sales process with dynamic templates and utilize GetAccept’s DealScore to learn how to close more deals. You can automatically build personalized offers based on your Salesforce data. Create, populate, develop, track, and manage all proposals in one place.

Personalized communication is a key

GetAccept allows you to personalize sales collateral at scale and equips sales teams with the right content for every part of the sales process, dramatically increasing close rates. GetAccept will tell you what parts they spent time on and inform you about any new stakeholder that has been forwarded your content.

Secure and legally binding eSignature

With the GetAccept integration with Salesforce CRM, you can easily close all deals with a one-click legally-binding eSignature. Send any document for electronic signature or collect it in-person, when the signature is completed, send the signed PDF copy automatically back to your Salesforce CRM for storage. AI and real-time analytics will give you even more insights on how to identify and close deals that are stuck in the valley of death.

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Company info

Salesforce is a cloud-based software company headquartered in San Francisco, California. It provides customer relationship management service and also sells a complementary suite of enterprise applications focused on customer service, marketing automation, analytics, and application development.


Salesforce is one of our partners. Read more about our partnership here. 

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