Document generation software
Create efficiency and scalability in your proposal process
Why spend hours on repetitive tasks when GetAccept's document generation software makes it simple? Automatically produce accurate, consistent business documents in less time, without the hassle of manual work. Empower your team to create data-driven, engaging documents faster—boosting productivity and freeing up time to focus on what really matters.
Document generation software helps revenue teams to streamline the creation of business documents.
It empowers RevOps, sales enablement and marketing to come together to create dynamic, on-brand, high-performing proposal and contract templates.
By integrating with your CRM and existing data sources, the software automatically populates key details, ensuring every document is accurate, consistent, and professional.
Create adaptable templates for proposals and contracts that your entire team can use. Scale your document processes with ease while ensuring every piece is consistent, professional, and perfectly aligned with your brand —saving time and effort.
Easily personalize your documents with fields that pull real-time data from your CRM. Keep every proposal and contract tailored, accurate, and up-to-date, without the manual work.
GetAccept’s API allows you to create custom document workflows, providing flexibility and ensuring the solution can adapt to your business's unique requirements.
GetAccept also includes built-in e-sign functionality, allowing you to send documents for electronic signature directly from the platform. This streamlines the signing process and ensures that documents are signed quickly and securely — from anywhere in the world.
“GetAccept unlocked a whole new level of scale for us. It helped us to reach these new heights where we’re dealing with tens of thousands of people all at once.”
How to implement document generation software
Step 1: Identify document types and needs
Determine which documents your team frequently creates, and identify which could be replaced with templates and dynamic data fields.
Step 2: Set up templates
Design the necessary templates that include placeholders for data fields. Ensure they meet your branding requirements and document format standards.
Step 3: Integrate with existing systems
Connect your document generation software to existing tools like your CRM or ERP to auto-populate document fields with current data.
Step 4: Train your team and optimize workflows
Educate your team on how to use the templates and integrations effectively, ensuring a smooth transition and optimizing existing workflows.
FAQ
Read more about document generation
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.
Secure, globally compliant e-sign solution
Remove the friction from closing deals with legally binding signatures that make signing simple.
Connect your tech stack
Integrate GetAccept with your CRM or automate entire workflows to eliminate time-consuming tasks and make your sales process more efficient.