Dynamic Salesforce quote creation made simple
Experience precision at speed with GetAccept QuoteGen for Salesforce. Let your reps streamline the entire journey, from quoting to e-signing, all within Salesforce.
Quick quote creation
Create modern, attention-grabbing quotes in seconds, regardless of the quote complexity with GetAccept QuoteGen. Seamlessly display your configured product catalogs, bundles, prices, and discounts in Salesforce under any custom object at stage in the sales cycle.
Flexible and highly customizable workflows
Tailor GetAccept integration with customized workflows to fit your sales process. Set the signing order, approval flows, pricing guidelines, and discounting threshold, and lock certain content when needed. Let your reps shine while maintaining a structured and monitored process, and free your RevOps from repetitive admin work.
Real-time tracking and collaboration
Collaborate effortlessly with internal and external stakeholders by chatting, commenting, and editing proposals or contracts in real-time, without the need for new versions. Get instant updates on recipient activities in Salesforce to identify decision-makers, adapt swiftly, and close more deals.
Smooth automations and 2-way data syncing
Eliminate errors and generate proposals instantly with custom CRM data. Once contracts are signed via GetAccept e-signature, all recipient-filled information—billing details, tax numbers, and more—syncs automatically to Salesforce, with real-time opportunity stage updates. Harness the power of automated workflows and 2-way sync to keep your team focused on what matters.
Easy to implement and intuitive to use
Quickly connect and configure GetAccept QuoteGen within your Salesforce CRM without coding or external consultants, enhancing Salesforce's capabilities seamlessly. Its intuitive design enables reps to onboard in a single day, boosting confidence and increasing adoption of underused Salesforce features like CPQ or CPQ+.
“We’ve improved the data accuracy, increased the quoting speed by 9 times, and finally fully utilized our Salesforce CPQ since we adopted GetAccept QuoteGen for Salesforce.”
“Throughout our process, including a lot of customizations, the team at GetAccept was there to guide us and really went above and beyond to get us up and running.”
“Sunday’s offering is complex and spans multiple countries. Thanks to GetAccept, creating and sending a contract takes less than five minutes. Without this level of automation, we couldn't scale.”
