Boost your efficiency with GetAccept for Salesforce
Seamlessly create, share, and track your sales proposals and contracts – without leaving your CRM. Accelerate signatures and effortlessly sync back to your Salesforce!
Check out GetAccept at the Salesforce AppExchange
Stay up to date with the latest updates and improvements
Take a tour and see our Salesforce native app in action
Bye-bye to admin overload
End the boring admin work, data entry, and manual tracking. Automatically populate sales documents and update your Salesforce opportunity status in real-time. Experience the magic of GetAccept’s automated workflows and 2-way sync, and let your team focus on what matters.
Tommaso
COO @ SmartPricing
“GetAccept helps us save over 10 hours of admin work per week.”
Speed to quote, quick to close
Introducing a fast, powerful, yet easy-to-use CPQ experience. Automatically create eye-catching, modern proposals and contracts in seconds, regardless of quote complexity or customizations. GetAccept is responsive, catering to every device so your buyers can sign on the go or at their desks.
Gabby
Revenue Operations Manager @ SocialTalent
“Previously, I have to review and revise every single quote. But now, only one out of ten times needs my approval and revision. It’s a 9x faster quoting process for my team”
Real-time pipeline and forecasting insights
Understand buying intent by tracking prospects’ interactions with your proposals. Get instant updates when they view the proposal, loop in new stakeholders, or sign the deal. Leverage these insights to identify hidden decision-makers, pivot quickly and smartly, and win more deals.
Klara
Account Executive @ Younium
“GetAccept allows me to map out the buying journey together with the prospect with a MAP and take multithreading to the level.”
Full control and efficiency with customized workflows
Automate alerts and follow-ups for signed, rejected, or undeliverable documents. Customize workflows to meet unique process requirements. Set the signing order, approval rules, pricing guidelines, discounting threshold, and lock certain content when needed. Let your reps shine while maintaining a structured and monitored process.
Paul Etienne
Senior Customer Support and Operation @ Vertuoza
“GetAccept is 100% integrated into Salesforce. With this integration, my sales team can now create and send quotes directly from Salesforce with all the data from the account and the opportunity.”
Flexible, customizable, and faster time-to-value
Connect GetAccept to your Salesforce CRM – no coding required! Benefit from a powerful yet easy-to-implement integration. We enhance your Salesforce experience without the technical hurdles. Maximize your reps’ time for building relationships and closing more deals by minimizing their time getting used to new tools.
Goodlord
Sales Operations Manager
“It only took one training session for our sales team to start using GetAccept’s Salesforce integration.”
Salesforce as your single source of truth
Leverage automation and workflows to reflect customer and opportunity updates in Salesforce – in real-time. Create, send, and track all your sales documents and conversations directly from within Salesforce. Access signed documents, prospect interactions, and performance dashboards, maintaining data hygiene and integrity in your CRM.
Meghan
Global Sales Enablement Manager @ Cheq
“We use GetAccept within our existing Salesforce environment to streamline the sales cycles without adding extra admin work for Account Executives.”
GetAccept is a trusted Salesforce ISV partner
Our Salesforce integration helps sales teams create, share, and track dynamic proposals, quotes, and contracts faster. It also facilitates smoother collaboration with prospects, speeds up time to close, and provides more accurate forecasting directly within Salesforce. As a Salesforce ISV partner, we provide our customers with more insightful support, compliance with Salesforce’s safety guidelines, and a feature roadmap that aligns better with Salesforce’s development. Learn more about our partnership and products!
Keep Salesforce 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.
- Auto-advance pipeline stages as certain milestones are hit
- Mark deals won the moment contracts are signed
- Trigger follow-ups when a buyer returns to your Deal Room
- Mirror live deal data in reports and dashboards
Supercharge Agentforce with real-time buyer data
AI is only as good as the data behind it. With live engagement insights synced into Salesforce, Agentforce can now understand prompts that combine Salesforce and GetAccept data, such as:
- “Which GetAccept Contracts and Deal Rooms had activity this week and are set to close this month?”
- “Who’s the most active decision-maker in this account?”
Power up your Salesforce
Electronic signatures for Salesforce
Simplify your sales workflows and speed up deals with intuitive electronic signatures, all within your Salesforce.
Document generation for Salesforce
Power your sales process with dynamic document generation, streamlining creation, approval, sharing, and e-signing within Salesforce.
Fast and accurate quote delivery for Salesforce
Create quotes, negotiate pricing, and approve discounts effortlessly with GetAccept QuoteGen for Salesforce. Enhance and extend Salesforce CPQ and Product Library data.
Tracking and analytics for Salesforce
Gain unique insights for your data-driven sales strategies with tracking and analytics directly from Salesforce.
Start wowing buyers and hitting quotas now
Frequently asked questions
Being a Salesforce ISV (Independent Software Vendor) partner means that Salesforce has recognized GetAccept for developing complementary software that adds value to the core Salesforce platform. It ensures that our integration meets Salesforce's strict quality, security, and compatibility standards.
GetAccept enhances the Salesforce experience by introducing seamless document management, electronic signature capabilities, and advanced analytics. By providing these functionalities directly within Salesforce, users find it more efficient, leading to increased adoption and optimized platform usage.
The latest GetAccept and Salesforce integration version is available for download on the Salesforce AppExchange page.
Yes. GetAccept's Salesforce integration is built for flexibility, allowing businesses to tailor features and workflows to meet their unique requirements, enhancing the CRM experience.
As a Salesforce ISV partner, GetAccept provides insightful support for its Salesforce integration, ensuring that users get the best experience and quick solutions to any queries or issues.
No, when you integrate GetAccept with Salesforce, legally-binding, ESIGN, and UETA-compliant electronic signatures are included. You can benefit from seamless document signing without extra additional costs or purchases.
Glad you asked! You can request a demo to witness firsthand the power and efficiency of GetAccept's integration with Salesforce, ensuring it aligns with your sales objectives. You can Book a personalized demo now!
