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Product overview

With GetAccept, flexibility is at your fingertips to engage buyers in new ways and reach hit rates of 75% on your documents.

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Customer Stories

Salesforce with GetAccept

Add the power of GetAccept, the leading Digital Sales Room app without having to leave your CRM. Learn how you can wow customers & boost your Salesforce!

How does the GetAccept integration for Salesforce work?

GetAccept is embedded inside the Salesforce environment so sales reps can access and leverage the GetAccept sales engagement solution from within the CRM. GetAccept can be placed onto multiple objects in your lightning environment including the Opportunity, Quote, Contacts or Accounts, creating a full-service solution to shorten your deal cycle and increase your win rate.

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Increased engagement when using personalized videos

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Shorter sales cycles when using electronic signatures

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Increased hit rate to 

closed deal

Personalized videos in Salesforce

Personalize your sales interactions

Record a personalized video from within Salesforce or upload a pre-recorded video to deliver the perfect send-out and build trust with your prospects and customers. Sales reps can create and send personalized videos straight from their Salesforce environment either through the Opportunity, Quote, Contacts, or Accounts objects. Enable automated or real-time chat to spark a conversation when your buyer is impressionable and in a decision-making mindset.

Proposal insights in Salesforce

Actionable insights and analytics

Gain real-time insights on how prospects interact with your proposals and shorten your sales cycle by acting straight away. With GetAccept Analytics you can see how many times a document has been opened, the total time spent on a document and each associated page, chat history and an event log. Map out new stakeholders when your content is forwarded and track how many unique viewers have looked at a document.

eSignatures in Salesforce

Secure electronic signatures

Easily close all deals with a one-click legally-binding eSignature. Send any document for electronic signature from our integration within Salesforce, and when the signature is completed, send the signed PDF copy automatically back to your Salesforce CRM for storage.

Proposal templates in Salesforce

All-in-one content creation

Auto-populate Salesforce data into GetAccept templates to create compelling sales proposals and assets directly from Salesforce. Construct multi-file sendouts by pulling PDFs from Quotes, CPQ or other relevant documents living in your Salesforce objects. Brand the buyer experience and create dazzling templates by leveraging GetAccept’s in-app editor tool.

Accurate forecasting in Salesforce

Automate your sales workflows

Take your business process automation to the next level with GetAccept’s highly-customizable, out-of-the-box flow templates. Automatically create a follow-up task and/or receive a notification when a document is signed, rejected or undeliverable. Receive a notification in Salesforce when a recipient comments on a document or a proposal’s status remains “reviewed” but unsigned.  Sales reps can even customize flows to suit their specific process needs.

understand pipeline

Understand your true pipeline

How accurate are your reps’ forecasts? Use the GetAccept Analytics dashboard within Salesforce to track sales insights and see what is hot and what is not. Help your team win more deals and the organization ramp sales reps quicker, so you can hit your quotas.

Would you like to see our Salesforce Integration?

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

g2 stars 5

“Great support and effort from GetAccept team”

Lena Andersson, Sales Operations @ Unifaun

Feb 19, 2021

g2 stars 5

“We have just integrated GetAccept with our Salesforce and it's working great. Throughout our process, the team at GetAccept was there to guide us."

Meghan LaMountain, Sales Enablement @ CHEQ

April 19, 2021

g2 stars 5

“Sending deals made easy and professional”

Adne Buajore Sveberg, Manager of Customer Success @ Schibsted

Feb 5, 2021

g2 stars 5

"The GetAccept app provides our users with a user-friendly and easy way to send their contracts directly from Salesforce without having to go to the GetAccept web app. - It's great!"

Carl Nordefjall @ Tele2

Jan 18, 2021

g2 stars 5

“Speeds up the sales process”

Henning Gravnas, Application Manager @ SATS

Dec 20, 2020

g2 stars 5

“Perfect match”

Thomas Hovde, Sales Manager @ Schibsted

Dec 18, 2020

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From the blog

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