CPQ for Account Executives

Do you spend too much time creating a simple quote because you're jumping between tools, awaiting approval, or making multiple edits? Reduce admin work and spend more time selling! Easily generate, send, and collect eSignatures with GetAccept's CPQ tool from within your CRM.

No credit card required

Benefits of CPQ

Error-free quotes

No more manual data entry! Calculations happen automatically, without you doing anything. No need to double-check to make sure your quotes are accurate.

Saves time

Slash hours of work from your quote-creation process. Your products and prices are already uploaded, you just select what you need, and the details will be displayed automatically.

Looks professional

Avoid pulling outdated prices and wrong product names from clunky price tables. CPQ streamlines the process and makes you look professional at all times.

Why use CPQ?

Did you know that AEs spend nearly 70% of their time on admin? How much time do you have left to connect with customers?

GetAccept’s CPQ helps you quickly generate accurate price quotes. This is the much-needed automation within your sales process, so you can focus on customer relationships instead of finding product information in messy spreadsheets.

How to use CPQ in 4 easy steps

Set up
Create
Add products
Send

UC_CPQ_How_to_Step_1

Sales operations will first enter all products
and details in the product library. They need to
do this step just once during the setup.

UC_CPQ_How_to_Step_2

Create the quote and add a pricing table to it.
The table will fetch data from your configured
Product Library.

UC_CPQ_How_to_Step_3

Choose the products and edit the columns
needed for each, such as its units, discounts,
and taxes.

UC_CPQ_How_to_Step_4

Your quote is done! Send it to your customer and
begin tracking its engagement.

How to use CPQ in 5 easy steps

Set up
Create
Add products
Send

Sales operations will first enter all products and details in the product library. They need to do this step just once during the setup.

Create the quote and add a pricing table to it. The table will fetch data from your configured Product Library.

Choose the products and edit the columns needed for each, such as its units, discounts, and taxes.

Your quote is done! Send it to your customer and begin tracking its engagement.

See what top Account Executives and Sales Leaders are saying about GetAccept.

“GetAccept will be like your first smartphone. You won’t know how you lived without it.”

Christopher Maricle

Executive Director, Head Start California

"GetAccept has helped us gain better insight into how long and who within a company is reviewing our proposal. GetAccept has given us the power to know where to focus in the sales cycle. It has also equipped us with an E-signature solution and an onboarding solution through its platform."

David McClean

Managing Partner, SDR Systems Group

"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 Freshsales CRM. GetAccept was the answer. "

Germain Brion

Vice president sales, Chargebee

”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.”

Meghan LaMountain

Global Sales Enablement Manager @ Cheq

“You guys did absolutely everything, and the relationship was awesome. Other suppliers within the same space did not give us the care, attention, and consultation that GetAccept were able to.”

Richard Smith

Licensing director at Digital Theatre

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Your complete digital sales room solution

GetAccept's Digital Sales Room platform creates an authentic buying experience through deal and pipeline insights, custom sales collateral, personalized videos, and seamless integrations.

FAQ

What is CPQ?

CPQ (Configure, Price, Quote) is a tool that allows businesses to quickly and accurately generate sales quotes.

Does my business need CPQ?

CPQ simplifies and speeds up your quote and order processes, so it’s a great fit for your business if your current process is inefficient or time-consuming.

How do I create a quote?

Use one of our free proposal templates and add a pricing table that will fetch the data from the Product Library. Choose the products and edit the unit, discount, and tax details for each product.

How many products can I store? Is there a limit?

On the Enterprise+ plan, you can have unlimited products. For more information, visit our Pricing & Plans page.

Streamline your sales process!

Learning hubs

CPQ for Account Executives

Benefits of CPQ

Error-free quotes

Saves time

Looks professional

Why use CPQ?

How to use CPQ in 4 easy steps

How to use CPQ in 5 easy steps

See what top Account Executives and Sales Leaders are saying about GetAccept.

“GetAccept will be like your first smartphone. You won’t know how you lived without it.”

Christopher Maricle

"GetAccept has helped us gain better insight into how long and who within a company is reviewing our proposal. GetAccept has given us the power to know where to focus in the sales cycle. It has also equipped us with an E-signature solution and an onboarding solution through its platform."

David McClean

"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 Freshsales CRM. GetAccept was the answer. "

Germain Brion

”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.”

Meghan LaMountain

“You guys did absolutely everything, and the relationship was awesome. Other suppliers within the same space did not give us the care, attention, and consultation that GetAccept were able to.”

Richard Smith

Your complete digital sales room solution

Related content

Digital Sales Room for
Account Executives

Sales Templates for
Account Executives

What is CPQ?

FAQ

What is CPQ?

Does my business need CPQ?

How do I create a quote?

How many products can I store? Is there a limit?

GetAccept

Product

Security Hub

Resources

Download Our App

Follow Us

Download Our App

Learning hubs

CPQ for Account Executives

Benefits of CPQ

Error-free quotes

Saves time

Looks professional

Why use CPQ?

How to use CPQ in 4 easy steps

How to use CPQ in 5 easy steps

See what top Account Executives and Sales Leaders are saying about GetAccept.

“GetAccept will be like your first smartphone. You won’t know how you lived without it.”

Christopher Maricle

"GetAccept has helped us gain better insight into how long and who within a company is reviewing our proposal. GetAccept has given us the power to know where to focus in the sales cycle. It has also equipped us with an E-signature solution and an onboarding solution through its platform."

David McClean

"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 Freshsales CRM. GetAccept was the answer. "

Germain Brion

”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.”

Meghan LaMountain

“You guys did absolutely everything, and the relationship was awesome. Other suppliers within the same space did not give us the care, attention, and consultation that GetAccept were able to.”

Richard Smith

Your complete digital sales room solution

Related content

Digital Sales Room for Account Executives

Sales Templates for Account Executives

What is CPQ?

FAQ

What is CPQ?

Does my business need CPQ?

How do I create a quote?

How many products can I store? Is there a limit?

GetAccept

Product

Security Hub

Resources

Download Our App

Follow Us

Download Our App

Digital Sales Room for
Account Executives

Sales Templates for
Account Executives