Work smarter with GetAccept + Upsales
Upsales Streamline your sales process by creating, sending, and tracking proposals and contracts right inside Upsales. Minimize manual tasks and keep your CRM effortlessly up to date.
Build, share & track proposals without leaving Upsales
Craft personalized, interactive sales proposals featuring videos, meeting summaries, pitch decks, and pricing tables. Track buyer engagement and follow up on opportunities — all within your Upsales CRM.
Cut the admin, keep the momentum
Automatically pull in Upsales product and pricing details to generate accurate proposals in seconds. Say goodbye to manual updates and hello to seamless CRM sync.
Win deals directly from Upsales
Ready to close the deal? Negotiate with your customer directly in the chat and add discounts without ever leaving Upsales. Let your customer approve and eSign the contract, no matter where they are.
Upsales as your single source of truth
All updates, in real time. Signed contracts, buyer interactions, and document engagement sync directly back to Upsales. No duplicates, no delays.
Keep Upsales 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.
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Auto-advance pipeline stages as certain milestones are hit
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Mark deals won the moment contracts are signed
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Trigger follow-ups when a buyer returns to your Deal Room
Power up your Upsales
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Document generation for Upsales
From creation to signature, generate sales proposals in one seamless workflow.
Fast and accurate quote delivery for Upsales
Build and approve quotes, negotiate terms, and move faster — all inside Upsales.
Tracking and analytics for Upsales
Track engagement, optimize follow-up, and turn insights into impact, right from your Upsales interface.
