Salesforce with GetAccept

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.

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.

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.