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Contract Management for Salesforce

 Contract management for Salesforce includes drafting contract templates, contract analytics, and CPQ workflows!
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Contract Lifecycle Management (CLM)

Drafting Contract Templates and CPQs

Contract Analytics & Reporting

Install GetAccept for Salesforce

What is Contract Lifecycle Management?

With GetAccept's integration with Salesforce, you can leverage your contract management workflow from one place.

From the first contract request to the eSigned deal, we help you automate your sales process so you can increase your sales efficiency. The contract management features create a system that consolidates information, automates integration, and collaborates with all stakeholders to meet your needs. All your contracts are accessed through our library of signed documents where you can systematically update, deploy changes, or renew any contract.

The benefits from using our integration:

  • Decreased contract cycle times
  • Increased control and security
  • Increased personal engagement with customers
  • Greater contract flexibility

Using CLM to Write a Contract

Drafting contracts with the GetAccept integration is simple. Our platform allows you to choose from any of our own templates or you can upload your own! If you feel like being creative, you can customize your own contract. GetAccept supports all contract formats such as PowerPoint, Google Docs, Word, or PDF.

With contract management, GetAccept helps facilitate the conversation between each party until the deal is signed. We support contract editing, red-lining, and commenting using our live editor feature. After making edits to your contracts, sync with Salesforce!

To incorporate CPQ workflows with GetAccept:

  1. User inputs info into Salesforce
  2. Generate PDF via CPQ in Salesforce
  3. Add file to Salesforce record
  4. Click GetAccept module in SFDC
  5. Recipients are added automatically 
  6. User selects CPQ from document list to add as related attachment
  7. Optional sales enablement features: add video or message
  8. Send for e-sign
  9. Signed copy saved to SFDC record

Contract Management Solutions


Manage all your contracts in an organized and secure way. With GetAccept, you will receive full contract performance reports. For each contract lifecycle, your sales teams will know profitability, quoting analysis, and milestone tracking.

Optimize your sales process by using a trusted contract management integration platform that helps you create leads, draft a contract, engage with your prospect, and close the deal with a simple one-click digital signature!

How to Install GetAccept for Salesforce?

  1. You must already have a GetAccept account registered. Don't have an account? Sign up for a free trial today!
  2. Visit our secure login URL to install the package.
  3. Login to your Salesforce account.
  4. Choose your installation settings and click install button.
    Salesforce installation GetAccept
  5. You will be prompted to allow callouts to the GetAccept API. Check the box to allow "third party access"
  6. Installation complete.
  7. Please visit our Salesforce integration tutorial page for more information and on how to setup callbacks.

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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