What we've been building

The latest features, improvements, and fixes shipped by the GetAccept team.

June 2026

Choose the language for each Deal Room

Choose the language for each Deal Room

Selling across markets shouldn’t mean juggling entities, translating content manually or reminding AI which language to use every time.

You can now set the language for a Deal Room directly in room settings.

Once selected, GetAccept uses that language for AI-generated content and room-related emails. You can set it on a template, so every room created from that template follows the same language. You can also adjust it manually while building a room.

No language selected? We’ll use your entity language as the default.

This update is available now for all customers with access to Deal Room, including legacy Digital Sales Rooms and the updated AI-native rooms which are now available in early access.

A small setting. A lot less language wrangling.

View help article

Create resources with AI from any URL, file, or prompt – Available in early access

Create resources with AI from any URL, file, or prompt – Available in early access

We’re introducing an easier and faster way to create a content resource in GetAccept.

Simply paste a URL, upload a file, describe what you want, or combine any or all of the above. AI generates a structured content page from that input, automatically fetches available images from the URL for you to select from, and handles embed URLs like YouTube natively.

Available now in early access as part of the AI-native Deal Room experience coming later this year. Admins can activate it from the Upgrade room experience page.

Not an admin? Share the help article with your GetAccept admin so they can review what's included in the upcoming DSR experience.

View help article

AI-native Deal Rooms are now available in early access

AI-native Deal Rooms are now available in early access

The next chapter of GetAccept Deal Rooms is here.

Our new AI-native Deal Room experience is now available in early access, giving admins the chance to explore a more context-driven way to create, edit and manage Digital Sales Rooms ahead of the wider rollout later this year.

With the upgraded experience, you can start from the buyer conversation and let AI help shape the room around the deal.

And as the deal progresses, you can easily add or update content to reflect whatever’s going on in the deal - without needing to spend time editing everything manually.

Here are a few highlights:

  • Create rooms faster using meetings, transcripts, templates and company knowledge
  • Adapt room content as the deal moves forward
  • Edit specific pages, sections, elements or text blocks with AI
  • Create personalized invitations for each buyer based on what they’re most interested in
  • Create and update Mutual Action Plans with AI
  • Create content resources with AI using prompts, URLs, files or written instructions
  • Keep buyer conversations connected through comments and chat

You stay in control of what gets shared. You can still create rooms manually, use templates and decide what gets published.

Admins can now enable early access for their organization from the Upgrade room experience page. They can choose to use the upgraded experience for newly created rooms only, or move all rooms in the organization to the new experience.

Not an admin? Share the help article with your GetAccept admin so they can review what’s included.

Want the full breakdown? Read the help article below.

View help article

Send each signer to the right eID, every time

Send each signer to the right eID, every time

Signing with a national eID should be the easy part of closing a deal, not a moment of doubt. Now you can decide exactly which electronic identification method each recipient uses, so the signing screen only shows what applies to them.

  • Choose a specific eID provider per recipient when Electronic identification is the signing method

  • Pick from BankID Sweden, MitID (Denmark), and BankID Finland (Finnish Trust Network), or keep all options open

  • Set the method per template role so your repeatable workflows stay accurate

This makes cross-border signing cleaner, cuts down on wrong turns at the last step, and helps agreements close without an avoidable detour.

View help article

Send every contract with the right message

Send every contract with the right message

Communication templates help teams pre-define the messages used around a contract.

That can include the email shown when a contract is sent, SMS messages, automatic reminders, signing messages and other key touchpoints in the sendout flow.

Now, admins can connect those communication templates directly to contract templates in GetAccept.

That means every contract can start with the right message already selected. Use one communication style for Enterprise contracts, another for smaller customers, or connect language-specific messaging to localized templates.

Reps move faster because they don’t have to choose the right message every time. Teams stay more consistent because the preferred communication is already there by default.

With this update, you can:

  • Pre-assign a communication template to a specific contract template
  • Use different communication styles for different document types or customer segments
  • Connect language-specific communication templates to language-specific contract templates
  • Automatically pair the right email, SMS and reminder messaging with the right content
  • Reduce manual setup during sendout
  • Keep customer-facing communication closer to your brand, tone and localization standards
View help article

May 2026

Keep deals moving when documents expire

Keep deals moving when documents expire

Timing happens. A buyer needs one more day to review. A stakeholder opens the proposal after the deadline. A deal is ready to move, but the document has expired.

Before, that could turn into a frustrating dead end. Now, recipients can request more time directly from an expired or soon-to-expire document.

When they do, the sender gets notified by email and can approve an updated expiration date from inside the document flow. Recipients also get clearer guidance, so they know what’s happening instead of wondering who to chase.

It’s a smoother experience for buyers and sellers. Less friction at the finish line. Fewer stalled agreements. More deals kept alive when timing gets messy.

AI Contract Management now surfaces confidence scores for every extracted field

AI Contract Management now surfaces confidence scores for every extracted field

Trusting AI shouldn't be all-or-nothing. When GetAccept's AI Contract Management extracts data from your contracts, the AI already knows how certain it is about each field it populates. Now that information is visible to you, so you can focus your review where it actually matters.

Here's what's new:

  • Per-field confidence indicators: every AI-extracted value is color-coded to show how certain the extraction is. High-confidence fields are ready to use. Lower-confidence fields are marked for review.

  • Overall contract confidence score: each contract is assigned a score based on its weakest field, so nothing gets missed in high-volume workflows.

  • Review recommendations: contracts that need a second look are flagged automatically.

  • Confidence column in the contract list: sort and triage your entire contract library by data quality without opening individual contracts.

Spend your time on what needs attention, not on contracts the AI already got right.

View help article

More control over how GetAccept updates your CRM

More control over how GetAccept updates your CRM

Event-based CRM sync lets sales teams automatically update CRM fields based on what happens in GetAccept – when a contract is signed, a room is opened, or a task in the Mutual Action Plan is completed.

With this release, admins can layer in conditions based on CRM data itself, such as deal stage, deal value, or any CRM field. The CRM field is only updated when both the GetAccept event and the CRM conditions are met.

For example, when a GetAccept contract is signed:

  • IF CRM Stage = "Negotiation" AND Deal amount < $20,000 → set "Onboarding Type" = "Self-serve"
  • IF CRM Stage = "Negotiation" AND Deal amount ≥ $20,000 → set "Onboarding Type" = "Dedicated CSM"

The result: CRM data that updates automatically, with the right value, at the right time.

Available for HubSpot, Pipedrive, Upsales, and Microsoft Dynamics 365.

Check out the blog below to see how you can incorporate Event-based CRM sync to supercharge your work processes.

Read blog post

Bring Google Meet transcripts into GetAccept

Bring Google Meet transcripts into GetAccept

If your sales calls happen in Google Meet, you can now bring those conversations straight into GetAccept.

What’s new:

  • Import transcripts directly from Google Meet
  • Instantly generate AI-powered summaries and next steps
  • Keep all meeting insights organized alongside your deal content
  • Use your Google Meet discussions as context for AI-generated room content

It’s another step toward removing busywork from sales, so reps can focus on moving deals forward.

Head to the integrations page to set up the connection.

View help article

Set the right reminder rhythm for every template

Set the right reminder rhythm for every template

Not every contract needs the same follow-up.

A new business deal might need a faster reminder cadence to keep momentum high. A renewal might need a softer rhythm. A time-sensitive agreement might need reminders sooner, while a standard contract can wait a little longer.

Until now, teams had to rely on entity-level reminder settings as the shared default. That worked, but it wasn’t flexible enough for teams sending different types of contracts and documents from different templates.

Now, you can configure reminder settings at the template level.

That means documents created from a template can inherit the right reminder timing from the start. No extra setup. No “wait, did I update the reminders?” moment.

With template-level reminders, you can:

  • Set reminder behavior directly on a template
  • Let documents inherit reminder settings when created from that template
  • Use different reminder timing for different contract types or sales motions
  • Keep follow-up behavior more consistent across your team
View help article

April 2026

Workflows: structure your Deal Rooms your way

Workflows: structure your Deal Rooms your way

Your sales process isn’t one-size-fits-all. Now your Deal Rooms don’t have to be either.

With Workflows, you can define how different deals should run in GetAccept. Create room types for scenarios like new business or renewals, and assign the stages each deal should go through—from first touch to closed won or lost.

Here’s what you can do:

  • Create room types to reflect different deal processes
  • Define stages for each type, including end stages like closed won or closed lost
  • Show only relevant templates based on the selected room type
  • Keep things consistent across teams and regions with localization support
  • Capture relevant data for each deal type with structured fields

For reps, this means a simpler experience—only seeing what’s relevant for their deal. For managers, it means more control over how deals are run, without adding extra work.

This is just the beginning. Workflows lay the foundation for more advanced filtering, automation, and insights in the future.

👉 Learn how to set up Workflows in GetAccept

View help article

AI Contract Management now extracts the data that matters to your business

AI Contract Management now extracts the data that matters to your business

Most contract intelligence tools decide which fields are important, extract those ten fields for every customer, and leave everything else on the table.

But every business extracts contract data differently. A logistics company tracking SLA tiers needs different data than a SaaS company tracking indexation percentages. The data that is critical to one business is noise to another.

AI Contract Management can now extract the custom data fields you have defined in GetAccept. Industry, region, SLA tiers – you name it. The moment a contract is signed, AI reads the document and fills those fields in automatically.

A few things worth knowing:

  • AI only populates empty fields it never overwrites a value entered manually

  • Extracted values are marked with AI attribution in the contract details view, and appear immediately as filterable properties in the contracts list

  • All custom field types are supported: text, number, yes/no, and set values

For contracts already signed, you can add a custom field and hit reanalyze – AI will then extract the value from the existing document.

This way, the data your business actually needs is extracted from every contract the moment it is signed.

Define structured dropdown fields for your custom data

Define structured dropdown fields for your custom data

Every sales team has that one custom field where half the reps write "Professional," half write "Pro," and one misspells it as "profesional."

It seems minor until you try to build contract logic on top of it.

GetAccept now lets you define your own selectable values for custom data fields. Your team picks from a list instead of typing anything they want. Consistent input, reliable conditional content, no CRM dependency.

With Set values, contract templates can serve multiple scenarios from a single document — and your data stays clean, consistent, and ready to drive the dynamic content your deals require.

View help article

Microsoft Copilot and Power BI reports can now tap into buyer data from GetAccept

Microsoft Copilot and Power BI reports can now tap into buyer data from GetAccept

GetAccept can now push buyer engagement data – document views, Deal Room activity, comments, and signing events – directly into custom objects in Microsoft Dynamics 365, enriching Power BI dashboards and feeding Microsoft Copilot with live buyer signals for more accurate AI-powered insights.

Here’s what’s new:

  • Map GetAccept buyer engagement to any custom object in Dynamics 365

  • Build Power BI dashboards enriched with real buyer intent data from GetAccept

  • Feed Microsoft Copilot with live buyer signals for more accurate AI-powered forecasting

For teams using Copilot for Sales, this makes a real difference. Giving reports and AI access to buyer signals transforms good forecasts into reliable ones.

Read blog post

A cleaner view of your GetAccept content inside Microsoft Dynamics 365

A cleaner view of your GetAccept content inside Microsoft Dynamics 365

If you work with GetAccept from inside Microsoft Dynamics 365, you will notice the panel has a new look. We have replaced the old card-based layout with a clean list view, making it faster and easier to see your Deal Rooms and contracts without scrolling through stacked tiles.

Note: To access these features, please make sure you are running the latest version of the GetAccept integration. Ask your admin to check for the latest package version, or contact your Customer Success Manager if you need help.

See instantly where every contract stands

See instantly where every contract stands

Managing a contract portfolio means constantly needing to know what's active, what's coming up, and what's already run its course. Until now, getting that answer cleanly required creating custom filter views. We've made it much simpler.

Two new default tabs (Upcoming and Expired) join the existing Active tab, each with a counter showing how many contracts are in that state before you even click in.

Whether you're managing renewals, tracking compliance deadlines, or simply keeping a handle on your contract portfolio, you now have the overview you need the moment you open AI Contract Management.

A clearer, more actionable Deal Room overview inside Salesforce

A clearer, more actionable Deal Room overview inside Salesforce

Until today, sales teams using Salesforce as their CRM who wanted to get a clear overview of their Deal Rooms had to hunt for answers.

We’ve redesigned the Salesforce Deal Room list view to close that gap, turning a static list into a live dashboard of your pipeline activity. Here’s everything that’s new:

  • New Drafts, Active, and Idle tabs replace the old Published/Unpublished split, mirroring the core GetAccept app experience and helping you instantly prioritize which deals need a nudge.

  • Instantly identify the last active person and their role, so you know exactly who is engaging with your content.

  • Contract status at a glance: No more drilling into individual rooms to check on a signature. The new Contracts column surfaces the status of connected documents immediately.

  • See the latest buyer actions and notifications per room at a glance. When a deal heats up, click directly through to the Activity tab to see the details.

This update is about more than a cleaner layout. It’s about giving you a genuinely actionable view of your deals where you already work, so you can spend less time toggling and more time closing.

Salesforce conditional setup just got a lot more powerful

Salesforce conditional setup just got a lot more powerful

If you've been using conditional template selection in the Salesforce integration, it's worth revisiting your settings. The same logic that let Salesforce data pick the right template can now drive a much wider range of automated outcomes.

Here's what's new:

  • Contact linking: automatically add the right contacts based on Salesforce conditions

  • File attachments: attach or exclude files based on deal type, product category, or any CRM field

  • Approver assignment: route deals to the right approvers based on contract value, discount level, or other conditions

  • Expiry settings: apply different rules per condition

  • Show or hide the option to create Deal Rooms or contracts for specific conditions

Admins configure this once. Reps benefit automatically, every time. And for teams expanding into AI-assisted selling with Agentforce, these conditions act as AI guardrails that keep actions precise and bounded, ensuring the agent always operates within the parameters that make sense for each deal context.
View help article

Your deals just moved into Slack

Your deals just moved into Slack

You and your team already live in Slack. Now your deals do too.

With the new GetAccept integration for Slack, you can connect your Deal Rooms and Contracts directly to Slack and receive real-time updates where your team already works.

What’s new:

  • Install GetAccept as a Slack app and get a clear overview of your active rooms and documents

  • Receive instant notifications when something happens in a Deal Room or Contract

  • Link individual Deal Rooms and Contracts to specific Slack channels to keep everyone aligned

  • Push updates directly into collaborative channels used by both sellers and buyers

  • Jump straight into GetAccept with one click

When a buyer opens a Deal Room, completes a task in the Mutual Action Plan, leaves a comment, or signs a contract, your team sees it immediately in Slack.

This release turns Slack into your deal radar, helping you work smarter and close faster with less tab switching and no more missed signals.

Learn how to install the Slack integration and connect your first deal in the help article.

View help article

Get your AI up to speed in minutes

Get your AI up to speed in minutes

Your AI gets better when it understands your company. Your products. Your tone. Your way of selling.

Now, getting there is faster than ever.

You can generate a knowledge base from your website in one click. We’ll create a solid foundation based on your company’s content, so you can start producing relevant, on-brand AI content right away.

And if you already have great material? Bring it in.

Upload PDFs or documents and let your AI use that content as context when generating Deal Room content, summaries, and business cases.

The result?

  • Content that reflects how you actually talk about your product
  • Outputs that feel consistent across your team
  • Less time shaping AI content — more time moving deals forward

You can keep building on your knowledge base over time, adding more context as your needs evolve. The more your AI understands, the more useful it becomes.

 

👉 Go to your AI settings or ask your admin to set up your knowledge base and start seeing the difference in your AI output

Learn more

A cleaner layout and improved performance for GetAccept in HubSpot

A cleaner layout and improved performance for GetAccept in HubSpot

We’ve redesigned the modal for the GetAccept integration inside HubSpot deal records, replacing the old layout with a cleaner and more scannable list view.

The goal was to bring the UI closer to the more modern GetAccept core app experience, giving HubSpot users a cleaner way to view associated rooms and contracts from within the CRM. Now, a quick glance tells you everything you need to know.

This redesign brings the HubSpot integration in line with a more intuitive experience, reducing visual clutter so reps can act faster without unnecessary friction.

A signed contract is just the beginning: Introducing AI Contract Management

A signed contract is just the beginning: Introducing AI Contract Management

You’ve put in the work to close the deal. But once it's signed, contracts often get archived and forgotten… Until a deadline slips and an expansion opportunity is missed.

The problem isn’t a lack of data. It’s that key details like renewal dates, notice periods, and payment terms are buried inside PDFs that no one has time to dig through.

We’ve evolved Contract Management in GetAccept from a simple archive into a structured place to manage all your contracts, so you can see what’s active, what’s ending, and what needs your attention. The best news? It’s now included for all customers. If you were using Archive, you’ve been upgraded automatically.

With Contract Management, you can:

  • Store contracts from GetAccept or external sources

  • Add and manage key data like dates and contract value

  • Organize everything with filters and set reminders

If you want to take it a step further, AI Contract Management (available as an add-on) makes this even easier:

  • Automatically extract renewal dates, notice periods, payment terms, and more

  • Search, filter, and act on contract data without opening documents

  • Stay ahead of renewals and avoid missed deadlines

AI reads contracts as they’re signed or uploaded, turning them into structured data from the start. And if you want to verify anything, you can click into a field and see exactly where it came from.

Whether you manage contracts manually or with AI, you now have a way to stay on top of what matters, and act at the right time.

Learn more

Turn meeting notes into deal momentum with Fathom + GetAccept

Turn meeting notes into deal momentum with Fathom + GetAccept

You already use tools like Fathom to capture what happened in your sales calls. Now you can actually act on it.

With our new Fathom integration, meeting transcripts and insights flow straight into GetAccept — ready to power your Deal Rooms, proposals, and follow-ups.

No more rewriting notes. No more lost context.

Here’s what you can do:

  • Bring Fathom transcripts directly into your Deal Room
  • Turn meeting insights into tailored sales content faster
  • Keep deals moving with clear next steps based on what was actually said

Fathom captures the conversation.

GetAccept turns it into action.

Less admin. Faster follow-ups. Better deals.

Read the installation guide here

View help article

March 2026

Bring GetAccept’s buyer data into HubSpot via App Objects for better automations, reporting and AI

Bring GetAccept’s buyer data into HubSpot via App Objects for better automations, reporting and AI

GetAccept’s Deal Room and Contract data now syncs in real time into HubSpot using App Objects.

If you’ve used the integration before, you already had visibility into buyer activity through custom objects. You could see views, interactions, and signatures without leaving HubSpot.

Using App Objects makes GetAccept’s DSR data both more accessible and more useful in HubSpot. For starters, it works across all HubSpot tiers, not just Enterprise, so more teams can access the same level of visibility.

At the same time, the data itself is more meaningful, as you can now see:

  • Number of visits per contact

  • Last visit date to Deal Room

  • Time spent in the Deal Room

  • Participant engagement score

All activity updates continuously in HubSpot as buyers interact, and because the data lives in HubSpot, it can be used for workflows, reporting, and Breeze AI.

View help article

February 2026

January 2026

December 2025

November 2025

October 2025

September 2025

August 2025

July 2025

June 2025

May 2025

April 2025

March 2025

February 2025

January 2025

December 2024

November 2024

October 2024

September 2024

August 2024

July 2024

June 2024

May 2024

April 2024

March 2024

February 2024

January 2024

No updates match your filters.

Explore changelog

Try a feature, category, or keyword. Type at least 3 characters to start searching.

Categories

Recent updates