How do automatic reminders and notifications help sellers?

Sales reps spend too much time on manual tasks and too little on sales-oriented activities - in fact, only 36% of their time is spent selling. Automating reminders allows reps to save time by manually writing and sending reminders and also prevents them from forgetting actually following up with prospects. Notifications, on the other hand, allow reps to act straight away once a prospect has engaged with their sales content or proposal to push the deal at a faster pace.

Can I customize the content of the automatic email & SMS reminders?

Yes! In the account settings, you can edit the subject line and message copy of the automatic reminders going out by email, chat and SMS. You can also use merge tags in the email copy for more personalization.

Are automatic reminders and notifications included in all plans?

Email reminders and notifications are included in all plans. Reminders delivered by SMS are only included in our Professional and Enterprise + plans.

What cadence can I set for automatic reminders?

You can set an initial reminder x amount of days after sending, for a document that is not opened or a document that is not signed. You can then set a reminder frequency every x amount of days until the document is opened or signed, or until the expiration date has been reached.

What specific triggers can I get notified about?

You can get a notification when your document is viewed, commented on, signed, rejected, could not be delivered, was downloaded, was printed, has expired, and attachment is opened. You can also get notified by email when the document is opened by someone who is not in the recipient list, thus identifying new viewers.

Automate your proposal workflow

Did your prospect forget your quote? Deal stalled because you forgot to follow up? Never again. Automate your reminder workflows and get notified about every document interaction.

Start a free trial

Record video reminders

In a digital-first world, nothing beats a personalized video. Takes less than a minute, from your desktop or mobile, to record and send a short video reminder that moves the deal forward.

Real-time notifications

Did your prospect open, view, comment, forward, download or sign your document? Don’t lose a minute to act upon interactions. GetAccept notifies you on email or mobile in real time.

Customize reminder workflows

Are you waiting for a prospect to open your document, or expecting stakeholders to sign the contract? Customize your reminder workflows, cadence, and message templates depending on your deal stage.

Automate more than just reminders

Check out our automations page to see the 600+ tools you can connect with when using GetAccept to reduce as much manual work as possible in your sales process.

Find your integration

FAQ

Sales reps spend too much time on manual tasks and too little on sales-oriented activities - in fact, only 36% of their time is spent selling. Automating reminders allows reps to save time by manually writing and sending reminders and also prevents them from forgetting actually following up with prospects. Notifications, on the other hand, allow reps to act straight away once a prospect has engaged with their sales content or proposal to push the deal at a faster pace.
You can get a notification when your document is viewed, commented on, signed, rejected, could not be delivered, was downloaded, was printed, has expired, and attachment is opened. You can also get notified by email when the document is opened by someone who is not in the recipient list, thus identifying new viewers.