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Proposal Templates for Salesforce

Create, develop, and manage all your proposals in your Salesforce CRM environment.
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Proposal Template

Proposal Management

Proposal Flexibility & Archive

Install GetAccept for Salesforce

How to Write a Proposal?

Creating proposals with the GetAccept integration is simple. You can choose from one of our own catalog of templates or upload your own!

If you feel like being creative, GetAccept supports all proposal formats such as PowerPoint, Google Docs, Word, or PDF documents.

Draft all your winning proposals and upload them to your Salesforce CRM environment so you can work more efficiently to close more deals!

 

Proposal Management Software

With our proposal management and template features, you can create custom workflows to meet your needs. Leverage the following features:

  • Upload a proposal or document
  • Upload and edit proposal templates in GetAccept and sync with Salesforce
  • Merge input fields from Salesforce with GetAccept in order to customize templates 
  • Attach any supplemental file with your proposal and track prospect behavior throughout the process

All of your proposals are organized in an simple way so you can manage and edit all of your documents all in one place!

 

 

Proposal Flexibility and Archive

 

The GetAccept integration with Salesforce gives you flexibility around the proposal management process. With our integration, you will be able to track proposal activity. Editing proposals is made easy by syncing any changes with Salesforce. Send updates without creating multiple email chains that end up decreases your sales effectiveness.

All of your proposals and documents are stored in GetAccept's electronic archive. So don't worry - we are here to help you close more deals!

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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