Notifications & reminders

Did your prospect forget to read your quote? Was your deal stalled because you forgot to follow up? Never again. GetAccept makes it easy for you to automate your reminder workflows and get notified about the latest interactions on your document.

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How to automate your proposal workflow

Automatic reminders
Conversation starter
SMS & email delivery

Set up automatic workflows to remind recipients to open or sign a document, depending on the stage of your deal.

Initiate a live chat that automatically appears when your prospect first enters the document to trigger their engagement.

Choose to deliver your automatic reminders by email or SMS to improve your win-rates.

How to automate your proposal workflow

Set up automatic workflows to remind recipients to open or sign a document, depending on the stage of your deal.

Automatic reminders

Initiate a live chat that automatically appears when your prospect first enters the document to trigger their engagement.

Conversation starter

Choose to deliver your automatic reminders by email or SMS to improve your win-rates.

SMS & email delivery
75.3%

Documents sent with both sms and automated reminders have a 75,3% average win-rate

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.

Video reminders

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.

Real-time notifications

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.

Reminder workflows
apsis
salesforce
adroll
facebookbusiness
hubspot
microsoft dynamics
bluesnap
salesforce
lime
superoffice
salesforce
freshsales
g2
google drive
azure
marketo
mircosoft suite
onelogin
slack
perfect audience
zapier
teamtailor
recurly
reco

600+ Automations

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 automation

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.

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.

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

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.

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.

Start wowing buyers
and hitting quotas now

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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.

 Germain Brion - SVP Corporate Strategy

"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."
Germain Brion, SVP Corporate Strategy, Chargebee