How does GetAccept allow me to personalize my proposals?

With GetAccept, you can personalize your proposals by adding video introductions which give a great first impression. You can also initiate a conversation starter to trigger recipients to use the live chat. Additionally, you can add video blocks throughout the proposal to explain specific parts like your pricing table.

What kind of template proposals are in the Template Library?

There are lots of proposal templates for specific industries like software development, construction, real estate and much more, as well as more generic proposal templates and sales quote templates. We also have proposal templates with merge tags included for specific CRMs like Salesforce, Hubspot and Pipedrive. You can find all our templates here.

Is the editor available in all plans?

Yes, the editor is available in all plans, and allows you to create stunning proposals that are mobile-responsive. You can find out more about our different packages on our pricing page.

How much time does it take to create a proposal in GetAccept?

Creating a proposal in GetAccept takes minutes. Maybe even less if you are using pre-built templates and have the CRM integration in place. You can use templates or our editor to create proposals from scratch. Team Satchel cut the time they spent on creating proposals by 70% , saving their team 14 hours of manual work per month.

Do I need to use the editor to send proposals via GetAccept?

No! The editor allows you to create stunning proposals that are mobile-responsive as our blocks adapt to devices, but you can upload documents in different formats, like microsoft word and PDF’s.

How much does it cost to use GetAccept's proposal software?

GetAccept’s Professional plan pricing starts from $49 per user per month, and the e-sign plan is $25 per user per month. You can also take us for a test drive before committing. Sign up for a trial and send your first proposal today. No credit card required.

What is proposal software?

Proposal software simplifies the creation, delivery, and tracking of sales proposals. It enables sales teams to build branded, interactive proposals using templates, track who's actually reading them through analytics, and manage everything from proposal to signed contract in one place. It’s useful for teams wanting to reduce proposal creation time, improve win rates, and gain insights into which content resonates with prospects. What it fixes: Templates cut proposal time from hours a week to minutes a week Real-time tracking shows who opened it and what they care about Interactive features (video, chat, comments) get buyers engaged Approval workflows route for sign-off automatically CRM integration pulls data automatically, no copying and pasting company names and deal details

What does a killer sales proposal look like?

A killer sales proposal feels personal, combines relevant and contextual information, and makes it easy to collaborate with the buyer. It includes video introductions, interactive content, clear pricing, and tracks engagement to help you follow up at the right time, the right way, and with the right people. Core elements of a killer proposal: Make it personal: Include a short video greeting and data and information that is contextually relevant to the deal. Make it interactive: Live chat, comments, and video makes the proposal way more exciting compared to a static document Make it trackable: Track opens, time spent per section, and which stakeholders are engaging with what content

Can we pull data from other systems into proposals created in GetAccept?

Yes, using one of our 500+ automations or our API , you can pull data from other systems into proposals created in GetAccept.

Can I track prospect engagement with the proposals I send, such as views, time spent, and interactions, to improve follow-up?

Yes, GetAccept tracks everything - who viewed your proposal, how long on each page, who they shared it with, which stakeholders are engaged, and more. This data enables you to follow up based on what they actually care about rather than generic outreach. Engagement tracking capabilities: View analytics: Track when proposals are opened, by whom, and how many times Time-based metrics: Monitor how long prospects spend on each section or page Stakeholder mapping: Identify new decision-makers when proposals get shared internally Drop-off analysis: See where prospects stop reading to identify content issues

How does proposal management software integrate with existing tools?

GetAccept integrates with CRMs like Salesforce , HubSpot , and Pipedrive , aligning proposal workflows with your sales stack for seamless data exchange and management.

Can proposal management software handle multi-language or global proposals?

Yes! GetAccept supports multi-language templates and localized options, making it ideal for global markets with diverse legal and language needs.

What kind of analytics does the software provide beyond engagement tracking?

GetAccept tracks conversion rates, renewal opportunities, and proposal trends, helping optimize strategies for specific buyer personas and industries.

What is the ROI of implementing proposal management software?

It improves efficiency, reduces manual tasks, and increases win rates through automation and data-driven strategies, delivering measurable revenue growth.

A better way to win over your buyers

Scale your proposal creation process, empower your reps to quickly create deal-winning sales documents, and become truly data-driven with real-time engagement analytics.

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What's the big deal with proposal software?

53%

Time saved sending proposals

Sales reps spend 53% less time sending proposals with proposal software

100%

Increase in win rate

Our customer SalesScreen saw a 100% increase in their win rate with the help of GetAccept

proposal_software_section_personalisation

Personalize and engage

Record a video introduction, initiate a conversation starter with the live chat, or explain your pricing plan with a video block. GetAccept makes it easy for reps to scale their proposal creation by personalizing templates with the final touch that will wow buyers.

Real-time buyer insights with proposal tracking software

Take action based on how prospects engage on your proposals. Map new stakeholders, understand opens and unique views all the way through to how much time a prospect has spent on each individual page.

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Error-free quotes every time

Configure, Price, Quote (CPQ) ensures all reps have up-to-date and accurate pricing information, which can be automatically added to proposals. No more mistakes or miscalculations — just clear, honest pricing in every contract.

Approval roles for efficiency

Clear approval roles streamline your proposal process, ensuring the right team members review and sign off on documents. This reduces delays and miscommunication, setting you up for a faster transition to the contract stage.

Send proposals directly from your CRM

Auto-populate your CRM data directly into GetAccept templates to create compelling proposals and personalize them with video and live chat, without having to leave your CRM.

Himani Gupta

Head of CRM Operations @ Florence UK

“GetAccept has a seamless integration. I don’t have to go anywhere else to get my contracts. It’s all in my CRM. I stay in one space and stay focused. We had an absolutely incredible experience with GetAccept!”

Read story

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FAQ

Questions you might have about our proposal software

With GetAccept, you can personalize your proposals by adding video introductions which give a great first impression. You can also initiate a conversation starter to trigger recipients to use the live chat. Additionally, you can add video blocks throughout the proposal to explain specific parts like your pricing table.
There are lots of proposal templates for specific industries like software development, construction, real estate and much more, as well as more generic proposal templates and sales quote templates. We also have proposal templates with merge tags included for specific CRMs like Salesforce, Hubspot and Pipedrive. You can find all our templates here.
Creating a proposal in GetAccept takes minutes. Maybe even less if you are using pre-built templates and have the CRM integration in place. You can use templates or our editor to create proposals from scratch.

Team Satchel cut the time they spent on creating proposals by 70%, saving their team 14 hours of manual work per month.
Proposal software simplifies the creation, delivery, and tracking of sales proposals. It enables sales teams to build branded, interactive proposals using templates, track who's actually reading them through analytics, and manage everything from proposal to signed contract in one place.

It’s useful for teams wanting to reduce proposal creation time, improve win rates, and gain insights into which content resonates with prospects.

What it fixes:
- Templates cut proposal time from hours a week to minutes a week
- Real-time tracking shows who opened it and what they care about
- Interactive features (video, chat, comments) get buyers engaged
- Approval workflows route for sign-off automatically
- CRM integration pulls data automatically, no copying and pasting company names and deal details
A killer sales proposal feels personal, combines relevant and contextual information, and makes it easy to collaborate with the buyer. It includes video introductions, interactive content, clear pricing, and tracks engagement to help you follow up at the right time, the right way, and with the right people.

Core elements of a killer proposal:
- Make it personal: Include a short video greeting and data and information that is contextually relevant to the deal.
- Make it interactive: Live chat, comments, and video makes the proposal way more exciting compared to a static document
- Make it trackable: Track opens, time spent per section, and which stakeholders are engaging with what content
Yes, GetAccept tracks everything - who viewed your proposal, how long on each page, who they shared it with, which stakeholders are engaged, and more. This data enables you to follow up based on what they actually care about rather than generic outreach.

Engagement tracking capabilities:
- View analytics: Track when proposals are opened, by whom, and how many times
- Time-based metrics: Monitor how long prospects spend on each section or page
- Stakeholder mapping: Identify new decision-makers when proposals get shared internally
- Drop-off analysis: See where prospects stop reading to identify content issues