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Generate sales quotes in minutes without leaving Salesforce

Take your CPQ process from frustrating to frictionless. No more copy-pasting, switching tabs, or guessing. Create, send, and track sales quotes directly from within Salesforce.

  • Electronic signature
  • Contracts & Proposals
  • CPQ

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  • Goodlord
  • Demodesk
  • Reachdesk
  • CleverConnect
  • Bookwire
  • nShift
  • Salesscreen
  • Bannerflow
  • Varnish
  • Social Talent Horizontal

What changes when you use Salesforce + GetAccept?

Increase efficiency

-80%

In proposal creation time

DivideBuy simplified and automated their contract creation process, saving up to 20 hours per month.

DivideBuy case

Increase win rates

+100%

Win rate from 13% to 26%

SalesScreen boost their win rates by quickly creating unique deal rooms tailored to each enterprise customer.

SalesScreen case

Increase sales velocity

-100 days

reduced sales cycle

Dealfront engaged their buyers and alleviated decision-making, cutting their time-to-close from 150 days to 50 days.

Dealfront case
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Create on-brand quotes without leaving Salesforce

Take hours of quote creation off your team's plate. Easily build, edit, and send on-brand quotes using sales-ready templates.

Finley Berry Team Satchel and GetAccept

Finley Berry

Rev and Sales Ops Engineer - Satchel

“In what feels like a click, you get a proposal that’s perfectly suited to each opportunity.”

Faster quoting, no copy-pasting

GetAccept’s dynamic pricing tables pull pricing data directly from your Salesforce products, so reps can generate accurate quotes faster. No manual edits, no errors.

dividebuy_prof

Scott Winstanley

Head of Marketing & Sales Enablement - DivideBuy

“You’re basically clicking one button, picking the contract, previewing it just to double-check the details, and hitting send. Everything else is automated after that.”

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Real-time buyer insights, connected to your deals

See who’s engaging, when, and how. Every view, click, comment, and share is tracked and synced to your Salesforce opportunity record. All deal insights, in one place.

germainbrion

Germain Brion

SVP Corporate Strategy - Chargebee

"We were looking for a solution to allow us to use videos to engage prospects, send trackable sales materials, forward proposals, and gather signatures on contracts - all within our CRM. GetAccept was the answer."

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Simplicity for reps, structure for managers

Customize workflows to meet unique process requirements. Set the signing order, approval rules, pricing guidelines, discounting threshold, and lock certain content when needed. Let your reps shine while maintaining a structured and monitored process.

Gabby Ziolkowska 1

Gabby Ziolkowska

Revenue Operations Manager - SocialTalent

“Previously, I had to review and revise every single quote. But now, only one out of ten times needs my approval and revision. It’s a 9x faster quoting process for my team”

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One no-code integration, one single source of truth

No tab jumping, no data duplicates. Everything updates in real time. Signed contracts, buyer activity, and engagement data all sync back to Salesforce.

Vertuoza - Prof

Paul Etienne

Senior Customer Support and Operation @ Vertuoza

“GetAccept is 100% integrated into Salesforce. With this integration, my sales team can now create and send quotes directly from Salesforce with all the data from the account and the opportunity.”

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Advanced quoting and multiple pricing groups

Let Senior Product Manager Tarek guide you through seamlessly managing complex quoting setups with GetAccept, creating intuitive, fast, and responsive quotes with ease.

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500+ Integrations

GetAccept connects with more than your CRM

From native CRM integrations to payment automations and custom connection to your favourite ERP software. GetAccept elevate your tech stack and helps your business save time.

Explore integrations

How does GetAccept compare to alternatives?

GetAccept VS. alternatives

See how GetAccept compares to the average proposal software and PDF proposals.

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GetAccept

Average proposal software

Static PDFs

Proposal template library

Create and re-use proposal templates

✅

✅

❌

Live edits after sending

Edit your proposal after you've sent it, without having to resend it.

✅

✅

❌

Add videos & rich media to proposals

Allows you to use video, GIFs, and other rich media in your proposals

✅

✅

❌

Attach supporting files

Share all sorts of files, such as docs, presentation decks, NDAs, and external resources in your rooms for easy access to your team and/or buyers.

✅

⚠️ Varies

❌

Dynamic pricing tables

Create price quotes automatically, including accurate discount and tax information

✅

⚠️ Often static and manual

❌

Conditional content

Shows/hides content in the proposal automatically based on IF/THEN logic. This allows you to avoid having hundreds of templates, whilst still auto-customizing your proposals for each deal.

✅

❌

❌

Basic insights

Shows when a proposal was opened, time spent per page and an activity timeline.

✅

✅

❌

Detailed insights for each stakeholder

See activity, time spent and timeline, per stakeholder, with the option to view specific date ranges.

✅

⚠️ Varies

❌

Auto-logged buyer activity in CRM

Feeds all buyer activity back to your CRM to keep all deal data in one place.

✅

❌

❌

Real-time buyer alerts in CRM

Creates notifications directly in your CRM when a buyer interacts with your proposal, so you don't miss out on follow-up opportunities.

✅

❌

❌

Hot & cold deal signals

Flags deals automatically based on buyer activity, so you can prioritize accordingly and forecast accurately.

✅

❌

❌

Internal approval flows

Clear approval roles ensures the right team members review and sign off on documents.

✅

✅

❌

Live chat in the proposal

Let's you communicate with your buyers directly, avoiding long and scattered email threads.

✅

⚠️ Varies

❌

Contextual commenting

Add comments directly on specific sections of the proposal, just like Google Docs. No back-and-forth emails needed.

✅

❌

❌

Mutual action plans

Set a collaborative success plan with your buyers to mutually understand what actions need to be taken to close the deal.

✅

❌

❌

Basic CRM integration

Limited or one-way sync, with workflow outside of the CRM, sometimes requiring Zapier.

✅

✅

❌

Native CRM integration

Works directly within your CRM. No plugins, no Zapier, no copy-paste. Data flows automatically between your proposal and the CRM, always in sync.

✅

❌

❌

2-way data sync

Changes made in your CRM or proposal update instantly in both places, keeping your deal data accurate and always in sync.

✅

❌

❌

"Switching to GetAccept gave us control over, and trust in, what the sales team are actually sending out."

Finley Berry - Rev and Sales Ops Engineer

Finley Berry

Rev and Sales Ops Engineer, Satchel

Read more

GetAccept is a trusted Salesforce ISV partner

As a Salesforce ISV partner, we provide our customers with more insightful support, compliance with Salesforce’s safety guidelines, and a feature roadmap that aligns better with Salesforce’s development. We got you covered, no matter if you're on Lightning, Revenue Cloud, or Sales Cloud.

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Is GetAccept the best choice for your team? We answer below.

No, you don't need Salesforce CPQ to use GetAccept.

GetAccept pulls product and pricing data directly from your Salesforce Product Library, allowing your sales team to generate accurate quotes and proposals without manual input.

Price-wise, it’s also cheaper than Salesforce CPQ and CPQ+, making it a good option before investing in a more complex tool.

Already using Salesforce CPQ or CPQ+? Great choice! Both are powerful tools for managing dynamic, rule-based, and complex pricing calculations.

GetAccept enhances your existing setup by transforming static quotes into engaging, design-rich documents, while preserving all the pricing and discount rules configured in Salesforce CPQ. And with built-in e-signature, you can close deals faster, all within the same flow.

Together, they fill the gaps and deliver a complete quoting experience for most Salesforce CPQ users.

Nope, you don’t need an internal tech expert or an external Salesforce (or SI) consultant, avoiding any possible technical hurdles. You simply install the integration directly from the Salesforce AppExchange. No coding is required, and our team is ready to help you onboard smoothly.

GetAccept is best suited for SMB and mid-market sales teams with 5 or more reps, especially those using a CRM to manage their pipeline. Why? Because that’s when the time savings and efficiency really start to add up.

If your sales process is highly transactional, fully self-served, or doesn’t involve much back-and-forth with buyers, you likely won’t see the full value of the platform. In those cases, a simple e-signature tool might be a better fit.

Additionally, if you’re not using a CRM, you’ll likely find lower-cost alternatives to GetAccept. Our Professional and Enterprise plans include CRM integrations at no extra cost, while many other providers charge extra for this as an add-on. If CRM connectivity isn’t a priority for your team, a simpler (and cheaper) solution might be a better fit.

Two things stand out in particular here:

1. Unlike basic e-signature or proposal tools, GetAccept truly puts your workflow in the first room. Yes, we're an additional tool in your tech stack, but our native (dare we say best in market) integrations keep all your data, insights, and tasks in one place: Your CRM.

2. GetAccept also provides a fully interactive Digital Sales Room (DSR) that helps sales teams track buyer engagement, automate follow-ups, and personalize proposals with video and chat.

The CRM integrations and the extensive DSR functionality are included at no extra cost in both our Professional and Enterprise plans.

Yes, there is an abundance of simpler and lower-cost alternatives, especially if you only need to send a PDF with e-signatures or a standalone, non-integrated proposal tool.

However, if you’re looking for a platform that does more than "getting the job done", GetAccept delivers more value in the long run.

Professional

49 $

per user/month

The right choice for growing companies creating and sending sales collateral at scale and ready to streamline their process from opportunity to closed deal.

Book a demo

Unlimited electronic signatures

Chat functionality

Advanced tracking & insights

Full in-app editing experience

Teams

Pricing table & product library

HubSpot, Pipedrive, Upsales & LimeGo integrations

Advanced branding options

Engagement video

Templates & content library

Automated reminders

Enterprise

Let's talk

The best solution for larger sales teams looking to scale and streamline complex sales processes, all in one integrated platform.

Everything in Professional plus:

Contract management

CPQ

Unlimited product library

Single sign-on (SSO)

Salesforce, Microsoft Dynamics, SuperOffice, LimeCRM Integrations

HR & payment integrations

Entities

API read access

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Remi

Remi Morken

Senior Vice President of Sales

"This is a way for you to control the narrative. To make sure your reps are sticking to the process, adopting the principles you’ve set, and helping your customers to experience value instead of just product pitching."

See GetAccept in action

During your personalized live demo, we’ll show you how to boost your win rates and wow your customers with the best digital sales experience.

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Select a time

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Attend the demo
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Let's craft the right solution for your business

Fill out the form, and our team will reach out to discuss the best plan for your business. We’ll walk you through how GetAccept can fit into your existing workflows, answer any questions, and explore the right solution for your team.