What’s new at GetAccept

Discover what's going on with our latest product updates
and improvements for your Digital Sales Room.

Share files with your stakeholders directly from Salesforce

Share files with your stakeholders directly from Salesforce

Salesforce users can now add and share files directly from Salesforce to GetAccept rooms – both during the sendout process and after a room is made public. Here are some highlights:

 

  • All files in your Salesforce will be displayed in your sendout process, allowing you to add them with one click.
  • You can add files at any point in your sales process within Salesforce.
  • See how many times a previously added file has been downloaded.
  • (Upcoming) Get notified within Salesforce when your stakeholders add new files to GetAccept rooms.

 

Click "Learn more" to see how it works.

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Check Your Mutual Action Plans within MS Dynamics

Check Your Mutual Action Plans within MS Dynamics

A Mutual Action Plan is a valuable tool for sales. It helps sales teams align stakeholders and collaborate with them to move deals to a signed contract more efficiently.

With this update, MS Dynamics users can now check and follow up on mutual action plans directly within Dynamics. They will find:

  • Detailed milestones, tasks, statuses, task owners, and related deadlines
  • Action Plan progress
  • Upcoming tasks

Check out this interactive demo to see how it works.

Add dynamic merge tags to your template name

Add dynamic merge tags to your template name

It's time to level up personalization! You can now personalize template names by adding dynamic merge tags such as Opportunity Name, Deal Title, and Recipient Name.

With this release, we have also updated the user interface to help you share documents faster. Improvements include more intuitive designs for selecting recipients, assigning recipient roles, and adding attachments and documents.

Log in to your GetAccept for MS Dynamics and try it out.

Change a document setting to "Private" after it's been sent

Change a document setting to
When a document contains sensitive information it’s important to keep it private. If you forgot to put a document as private before you sent it out, previously you had to create a new version to correct this. With this update, however, it's now possible to update the document to private even after it's been sent. Want to try it out? Head to Document overview >  Document settings > Private document.

Create and Update email templates

We’ve added a new functionality to Create email templates, and to update them. This is only available for customers with email templates access.
 
Details:
  • Added a new endpoint for creating Email Templates, documentation here
  • Added a new endpoint for updating Email Templates, documentation here

Improved overview of Deal Room events

Improved overview of Deal Room events
Your overview of what has happened in a Deal Room just got a whole lot better! Not only are you able to view more events, but you can also filter on events from a specific person or events of a certain type. And, you can expand the specific event to get even more details.

Learn more in this help article, then log in to GetAccept to check it out!

Collaborate and interact with your Deal Room participants using comments

Collaborate and interact with your Deal Room participants using comments
We’re happy to announce a new capability in your Deal Room - Comments.

Comments allow you to pinpoint key content and engage your stakeholders in context-specific conversations. Use them to guide your particiapnts through your room and ask for relevant input, leveraging @-mention functionality to communicate with the right stakeholders directly. Learn more about comments in the help article below.
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Phone numbers and Email addresses are now validated

Earlier in the year, we’ve released an update that made providing one of; either phone number or email as required. Now we’ve started performing validation on these fields. The only accepted phone format is the E.164 format. Email needs to be a valid email address.
 
These fields are validated for;
  • POST /v1/documents
  • POST /v1/contacts

Updated view when signing with eID

Updated view when signing with eID
Previously you had to click to get the QR code for signing, but with this update you can view the QR code right from the first view, making the eID signing process smoother and faster. 

Document Recipients endpoint now contains reference to the contact

Document Recipients endpoint now contains reference to the contact that was used to create the recipient. This allows some powerful workflows, for example to use the same contact_id in the Dealroom API to share a room with all the signers of the Contract room.
 
Detail:
  • GET /v1/document/{ID}/recipients now contains contact_id for each recipient

Work more efficiently with your Deal Room content

Work more efficiently with your Deal Room content
When building a template for your sales process, you can now leverage the resource placeholder functionality to offer your sales team a set of resources to easily adapt the room to the buyer's needs and requests. Let’s look at an example where depending on which CRM a buyer uses you’d want to adapt the Room to reflect that:
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Flexible quoting with multiple pricing groups, tables, and profiles

Flexible quoting with multiple pricing groups, tables, and profiles
Today, we are excited to announce that HubSpot users can now push their HubSpot Product Line Items into multiple pricing groups and tables, including custom data and fields. You can also set up different pricing profiles for certain templates, regions, or customer tiers for a more agile, error-free quoting process.
Learn more

Document pages receives improved statistics and usability improvements

The document detail endpoint — v1/documents/{ID}?with_pages=true — has received a significant improvement. We’re now providing statistics about the Link blocks and Video blocks respectively.

Details below:
  • Link blocks return click count as a click property
  • Video blocks return view duration in seconds with view_duration_seconds
  • Added a new property page_type_name that describes what the page type is. Available types:
    • document_page Page has PDF only content
    • content_link_block Link block
    • video Video block
    • editor_block Editor text content block

One view for all documents that require your action

One view for all documents that require your action

With My Received Documents you can see all documents that require your action in one view.

  • See if a document requires signing, is signed or requires approval.
  • Filter on the latest received document to see everything newly added to your inbox.
  • Get instant access to the document from this view.
The first time you log in, and then every 90 days, you will be asked to verify your email address with a 2-way authentication. This way we can ensure your documents are for your eyes only. To access this view, click on your name in the top right corner inside GetAccept and then ‘My received documents’. Take the interactive demo here or read more below.
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April Salesforce updates: Mutual Action Plans, rich text, and more

With this update, you are able to have an overview of all active plans within Salesforce, including the completion rate, owner of the deal room, and the associated account. This feature gives you more insights into your ongoing deals. Leverage these insights to easily spot the roadblocks, coach your reps early, and act on the right opportunities efficiently. Check out this interactive demo to see how it works.
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Jetbrains Mono now available as font

Jetbrains Mono now available as font
We have added a new font to the font family; say welcome to Jetbrains Mono! To add it to your account, go to Settings > Branding > Manage themes > Fonts. 

A lot of Deal Room improvements

The team has been working hard to improve your favorite Deal Room. Here are some of the highlights:

  • Save content as a resource: Say goodbye to the days of redoing work.
  • Save any content you create – sections, elements, pages – as resources and reuse them instead of recreating them in your rooms. (Be aware of participant merge tags; they won’t be saved with the resource. Custom and room merge tags will!)
  • Custom merge tags and elements in resources: Now, you can merge tags in your content in the Content Library, making them auto-populate when used in rooms.
  • Spoiler alert: it does wonders for productivity
  • Email invites: Buyers can now invite their colleagues to rooms by email with a custom message. It’s more personal than the universal link option and allows you to get better participant data. Win-win.
  • Chat message drafts: Drafts save automatically, so you can pick up where you left off without missing a beat.
  • Performance boosts: We’ve made everything faster, from loading room lists to picking templates. Stay tuned for even performance enhancements! 

That’s it! Head over to GetAccept and try these out right now!

Effortlessly push rich text from Salesforce into GetAccept documents

Effortlessly push rich text from Salesforce into GetAccept documents
Previously, reps needed to manually format text for terms and conditions, product descriptions, and next steps in both Salesforce and GetAccept documents, resulting in unnecessary admin work. With this update, rich text stored in Salesforce (e.g., bullet points, text in bold and italic) can seamlessly flow into the GetAccept documents, greatly reducing admin work and improving your sales efficiency. This feature is available for both the Deal Room and Contract Room modules. Check out this help article for more details.
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Add an extra column in your pricing table

Add an extra column in your pricing table
You just got the opportunity to add an extra custom text column to your pricing table. This enables you to add more information to your table in a structured and easy-to-view way. Below, you can click-along to learn how it's set up.
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Manage Communication Templates

We’ve released capability for you to both Create and Update Communication Templates.

Details:
  • Added a new endpoint for creating Communication Templates, documentation here 
  • Added a new endpoint for updating Communication Templates, documentation here
 

Verify your signer with social security number before the document is sealed

Verify your signer with social security number before the document is sealed
You can now confirm a signer's identity through their social security number (SSN) if they have signed using an electronic ID. The SSN will show up right by the signer’s name, so you can double-check that it’s the authorized signatory before you go ahead and approve and seal the document. Now available if you have eID in your plan.

Share all files needed for your sales process in your Deal Room

In the sales process, reps need to share various types of content with buyers - presentations, one-pagers, links to case studies, demo videos, and requirement specifications, to name a few. The lingering doubts of not knowing whether only the right stakeholders can access the document, if it's the latest version, or which email contained the correct link significantly prolong the process. Luckily, GetAccept Deal Room helps you share the presentational and informational content with the right stakeholders in an intuitive way.
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Date field input for the Editor

Date field input for the Editor
Does “03/04/2024” refer to April 3rd or March 4th? People interpret it differently based on their location and it is confusing! With this update, you can easily add a date to your document by browsing through the calendar for the desired date and month, eliminating any confusion and ensuring you always input the correct date. It's neat and clear. Head over to the Editor > Insert element > Date input to try it out.

Want to learn more about the latest and greatest from our product?