What’s new at GetAccept

We’ve made Deal Room chat smarter and more seamless!

• Clickable hyperlinks: Links are now fully clickable, making it easier for buyers and sellers to share and access resources.

• @ mentions: Tag specific stakeholders to grab their attention. Mentioned participants receive an immediate 1:1 email notification, so important messages never get lost.

• Bold, italicize, underline, and strikethrough text to draw attention to key details in your chat messages

These updates create a more modern, intuitive experience for both sellers and buyers, helping keep deals moving forward with less friction.

Mutual Action Plans in Deal Rooms keep your deals on track by aligning stakeholders, clarifying responsibilities, and showcasing progress at every step. They’re your built-in project manager for complex or long sales cycles.

Now, we’ve made them even better with a new “In Progress” task state. Highlighted in blue and included in summary emails, this update makes it easier to show when work is actively underway, giving everyone more visibility, confidence, and momentum.

When sending out contracts, there are plenty of things to think about: getting the details right, ensuring the right people sign in the right order, and keeping the process smooth for everyone involved. The last thing you want is confusion about your own signature.

We’ve made it easier to understand if, how, and when the sender signs a document.

As a document sender, you now get a clear dropdown with three options:

• Sign on send: Your signature is added automatically when sending.

• Sign as recipient: You sign according to the defined signing order, just like any other recipient.

• Do not sign: You don’t sign at all, leaving the signature process to recipients.

This update takes the guesswork out of self-signing contracts, and gives senders full clarity and control over their role in the signing process, whether you’re closing a customer contract or managing an internal agreement.

You can now automate key Deal Room actions directly from HubSpot Workflows using GetAccept Custom Actions. Based on any trigger you define in HubSpot, you can now automatically:

• Create draft Deal Rooms linked to your HubSpot Deal

• Publish Deal Rooms without leaving HubSpot

• Add participants to a Deal Room

• Retrieve Deal Room details in real time

These new actions build on our previous HubSpot release for Contracts, which already allowed you to create draft contracts, fetch contract details, and send contracts automatically.

Everything happens inside your CRM, reducing manual steps, minimizing errors, and speeding up the lead-to-cash process.

💡 Pro tip: Add a final workflow step to leave a note on the HubSpot Deal whenever a Deal Room is drafted or published – perfect for keeping your team informed and aligned.

Managing multiple contract templates for every scenario can be messy and time-consuming. Different Terms & Conditions for each state. Different testimonials for each industry. Different clauses for each product. Before you know it, you’ve got dozens (or even hundreds) of templates to maintain — and plenty of room for error.

With this release, you can now use any Salesforce merge field to drive conditional logic in your contracts. That means you can build one smart template that automatically adapts to each buyer, instead of juggling multiple versions.

Example use cases:

• Automatically insert California-specific Terms & Conditions if the billing state in Salesforce is set to ‘California’

• Show content blocks about ‘compliance’ only for deals in certain industries

• Show different warranty clauses depending on the project ID

The result: one dynamic template, fewer mistakes, and a faster, smoother contract creation experience.

Sales is all about connection. But too often, language gets in the way. 

We’re excited to announce that GetAccept is now available in German, Finnish, Dutch, and Portuguese 🎉

This means even more sellers and buyers can enjoy the full GetAccept experience in their native language — from the first login to the final signature.

Here’s what’s new:

• Complete app interface in German, Finnish, Dutch, and Portuguese

• Localized emails and communication templates for a more professional, consistent experience

• Language selection at the room/document level, giving teams the flexibility to adapt for each customer and market

We’ve just released two new ways you can add images into your sales documents in GetAccept:

🚀 New Integration: Brandfolder

We’re excited to announce our new integration with Brandfolder! You can now seamlessly browse, search, and insert images from Brandfolder directly into your GetAccept documents and templates.

This integration ensures brand consistency and faster content creation by giving you instant access to your approved brand assets—right where you need them.

Elevate your document personalization and stay on-brand every time.

🧑‍💻 Populate Images via API in Contracts & Deal Rooms

You can now dynamically populate image content via API when creating Contracts and Deal Rooms. This new capability eliminates the need to manually open and edit documents in GetAccept to insert images—streamlining your create-and-send workflow when using integrations or the API directly.

It’s especially useful for teams that need to include dynamic visuals like product images in their documents.

• Sales reps save time with images automatically included.
  
  
• Sales managers benefit from standardized, error-free documents.
  
  
• Technical stakeholders can easily set up the connection thanks to our straightforward API process.
  
  

If you're using our integrations or API and still uploading images manually, this update makes your workflow faster and more efficient.

Pricing tables just got an upgrade! With Markdown support in custom columns, you can now format and highlight the details that matter most — making your pricing tables cleaner, clearer, and more professional.

What’s new:

• Bold, italicize, and strikethrough text in custom columns to emphasize key details

• Add bullet points and numbered lists to better organize product line items or different pricing plans

• Insert clickable URLs for easy reference

• Fully supported in Deal Rooms, Contracts, API, and CRM integrations

This update gives sellers greater flexibility and control over how product information is presented. The result: proposals that are easier for buyers to understand at a glance — leading to faster decisions, smoother collaboration, and more closed deals. 🚀

Your brand deserves to shine at every stage of the buyer journey. Until now, you were locked into a single overall branding theme. Consistent, yes. But not always exciting.

You can now bring visual variety and brand personality into your sales content. Here’s what’s new:

• Section & Block colors: Customize the color of section (Deal Rooms) and block (Contracts) backgrounds, text, dividers, pricing tables, and input fields

• Manual text coloring: Change the color of specific text to emphasize important information or guide edits

• Reusable presets: Save your favorite color schemes as presets for quick reuse by your sales reps

• Top-notch accessibility: Ensure your colors are always readable with the built-in contrast checker

By adding colors to your GetAccept content, you can create templates that look stunning, stay consistent with your brand, and make it easy for reps to send on-brand content without spending time on design. It’s a simple way to give buyers a modern, memorable experience while keeping your content management efficient.

With the latest update to our CRM integrations, any data pushed from the CRM into a sent contract can now be updated – instantly. From buyer names to legal terms, your CRM data stays live and synced within your sent contracts.

• Push any updated CRM data into an already sent contract

• Works for any data (e.g., contact details, company address, or entire formatted sections, like SLAs or terms and conditions), as well as pricing and product information

• No need to create or share a new send-out

• Keeps the original contract link and version live – updated in real time

This update helps you eliminate tedious re-sends, keep contracts up to date with CRM data, reduce errors and version confusion, and shorten time to signature.

It’s another step in our mission to help you turn your CRM into a command center for closing deals faster, working smarter, and delivering a seamless buyer experience – all while ensuring it remains as your single source of truth.

Event-based sync is now available for Microsoft Dynamics. This is a huge step forward for our Dynamics integration, and one that sets the stage for even more advanced functionality in the future.

What this means for you

With event-based CRM sync, Microsoft Dynamics users can now connect buyer activity in GetAccept directly to CRM fields and workflows, automating what used to be manual, error-prone tasks and creating a CRM that truly reflects the buyer journey.

• Advance deals based on Mutual Action Plan progress

• Trigger follow-ups the moment a buyer re-engages with your Deal Room

• Automatically update opportunity stages when a contract is signed

• Collect and sync recipient-filled data back into Dynamics after signing

No more CRM blind spots. No more delays. Just smarter, faster sales processes that stay in sync with your buyer’s journey.

You can now connect Glyphic meetings—recordings and all—directly to your GetAccept Deal Rooms. This gives buyers and sellers shared visibility into the latest conversations, all in one centralized place.

✨ Any changes made in Glyphic? Just sync with one click to keep your Deal Room perfectly up to date.

🎯 What’s new:

• Import Glyphic meetings (including recordings) into the GetAccept Meetings feature
• Sync updates from Glyphic into your Deal Room with a single click
• Keep stakeholders aligned with meeting insights shown directly in the Deal Room

If you're an admin user, you can connect Glyphic to GetAccept through your integrations page.

Visit the web page or check out this help article for more info.

You can now seamlessly import Salesloft meetings—along with recordings—into GetAccept Deal Rooms, bringing greater transparency and alignment across your sales process. Keep buyers engaged with a centralized, up-to-date source of truth that reflects your most recent conversations.

🔄 Any updates to meetings in Salesloft? Sync them with one click to ensure your Deal Room always shows the latest.

🎯 What’s new:

• Import Salesloft meetings (including recordings) into GetAccept Meetings
• Sync updated Salesloft meetings into your Deal Room with one click
• Drive buyer-seller collaboration with transparent access to meetings in the Deal Room

Sales discussions can contain sensitive info. Ensure only the right eyes are in the room.

Need to add an extra layer of security to your Deal Rooms? You can now enable password protection directly from the room settings.

Gain full control over who enters your Deal Room with password protection—a powerful new security layer designed for sensitive discussions and confidential content. Whether you're sharing through a universal link or inviting stakeholders directly from GetAccept, you can now require external participants to enter a unique password before gaining access.

You can manually create your own password, or let GetAccept auto-generate a highly secure password for you.

✅ Auto-generate a strong, 15-character password or create your own
✅ Applies to both universal links and direct room invites
✅ Password changes take effect immediately—no need to republish

Need to build Deal Room content fast? We’ve got you covered.

You can now generate a full Deal Room section just by entering a web page URL. Our AI will automatically pull in the content—text and images—and convert it into a clean, visually appealing layout using editor blocks. Text is inserted instantly, while images are added as placeholders so you can quickly choose the ones you like or upload new ones.

This makes it easier than ever to:

• Repurpose content from your website
  
  
• Create professional-looking sections with minimal effort
  
  
• Reduce time-to-value when setting up Deal Rooms
  
  

Ideal for content creators and admins, this new feature makes it fast and fun to show off what your brand has to offer.

🧠 Head to your Deal Room Content library to create a new resource. You can then insert this into whichever Deal Rooms you like.

Great sales deals don’t happen all at once. As you build trust, gather new info, and move toward closing, your HubSpot CRM fills up with more and better data. 

You can now instantly push that updated data into your already published Deal Rooms.

Here’s what’s new:

• As you collect new information in HubSpot (like contact updates, legal details, or revised SLAs) that data can be pushed directly into your live Deal Room.

• Syncs automatically – no need to update the room or send a new link.

• Supports any CRM-driven field, in addition to pricing and product info

With this update, your Deal Room evolves with your deal, reflecting the latest data that lives in HubSpot – automatically and in real time. It’s another step toward a smarter, more dynamic Digital Sales Room that becomes a true extension of your CRM and reflects how the deal progresses.

In the sales process, every buyer's move matters. Missing a buyer's question or being late to respond can mean losing a deal.

We’ve made it easier for you to stay on top of engagement without ever leaving HubSpot.

You can now:

• See chat messages, comments, file uploads, and MAP task updates directly in HubSpot

• Easily identify new/unread activity

• Quickly jump into Deal Room chat to respond

• Always know what to do next

With Deal Room activities now in HubSpot, you can engage faster, respond smarter, and close deals with more confidence. Sales leaders get peace of mind. Reps get clarity on next steps. And buyers? They get a faster, more attentive experience.

We’ve enhanced the Pricing Table Profiles feature in our HubSpot integration to give sellers even more control and flexibility when configuring how product line items from HubSpot Deals are displayed in GetAccept Deal Rooms and Contracts.

Pricing Table Profiles let you define which products appear, how they are grouped (e.g. recurring vs. one-time fees), how key fields like price, discount, and quantity are mapped, and how product data is sorted or filtered.

With this release, we’ve expanded field compatibility and improved usability:

• Support for HubSpot date fields in pricing table profiles

• Support for HubSpot checkbox fields

• Improved display and handling of HubSpot dropdown fields

These updates make it easier to tailor pricing tables to your sales process and ensure a smoother, more accurate experience when generating proposals and contracts.

Looking for a signed contract tied to a specific project, onboarding team, or industry? Want to automatically show or hide contract content based on those details?

Now you can. With Custom Data, you can filter contracts and personalize content using any custom-defined field, whether created manually or pulled straight from your CRM (starting with Salesforce).

Here’s what’s new:

• Search and filter contracts using any custom field

• Show or hide specific contract sections based on fields like Industry, Region, or Project ID

• Automatically personalize content based on CRM data

• Deliver smarter, more relevant contracts without duplicating templates

Faster contract retrieval. Fewer templates. And contracts that speak directly to your buyer’s needs – giving your buyers a more relevant and streamlined experience.

With our latest HubSpot integration update, your Deal Rooms now feel like a natural extension of your CRM — no more hopping between tools. You’ll get a clear, streamlined view of buyer activity from the last 30 days right inside HubSpot, including who’s engaging, how much time they’re spending, and when — so you can act with confidence, even when you’re not in the room. Want more details? You can easily dive into the full analytics in GetAccept with a single click.

We’ve also removed common workflow blockers:

• 🧭 CRM Linkback: Jump straight from a Deal Room back to the related HubSpot deal.
  
  
• 👥 Auto-Created Contacts: When a new stakeholder joins the Deal Room, they’re instantly added to your CRM — no manual entry needed.
  
  
• ✍️ Edit-After-Send for Contracts: Update contract data on the fly from HubSpot, keeping everything in sync without rebuilding documents.
  
  

In sales, time is money. You can now use keyboard shortcuts to upload images and files by copy and pasting them into GetAccept.

Spend less time creating content, and more time selling.

We’re excited to unveil a new, personalized lobby branding experience—giving you the power to fully align the very first screen your buyer sees with your brand identity.

When you invite a stakeholder to a Deal Room or Contract, they’ll be greeted with a lobby that represents your organization’s personality.

Take a tour below, or check out the blog for more information.

You can find more details about branding settings by visiting this help article.

Creating new Deal Rooms just got a whole lot faster. You can now duplicate any existing Deal Room or save it as a reusable template—perfect for teams that rely on consistent structures, processes, or content across deals. Selling to another branch of a company you created a custom room for? Copy your previous room, make any adjustments and you’re ready to go!

Why it matters:

• Save time: No more rebuilding rooms from scratch or manually inserting content resources.
  
  
• Ensure consistency: Standardize your sales process with repeatable, branded Deal Room templates.
  
  
• Scale smarter: Quickly spin up new rooms for similar deals, clients, or industries.

Whether you're managing onboarding flows, RFPs, or multi-stakeholder sales, this update helps you move faster and stay aligned.

Just go to your rooms overview page and click the three dots next to the room you wish to duplicate.

You can find out more about creating Deal Rooms in our Help Center.

We’ve upgraded our Gong integration to give your sales team deeper visibility and greater control across the entire deal cycle.

You can now easily import Gong meetings—including recordings—into GetAccept Deal Rooms, helping buyers and sellers stay aligned with one shared source of truth. And if a meeting is updated in Gong, you can sync those changes with just a click, ensuring your Deal Room always reflects the latest conversation.

But that’s not all—GetAccept activities now appear directly in Gong, giving reps and managers powerful context on how deals are progressing without switching tools.

🎯 What’s new:

• Import Gong meetings (including recordings) into the GetAccept Meetings feature
• Sync updated meetings from Gong with a single click
• Meetings are shown in the Deal Room, creating a transparent space for buyer-seller collaboration
• View Deal Room engagement in Gong, including:
  
  
  • When a recipient visits the Deal Room
    
  • Task updates
    
  • Comments and contextual comments
    
  • Replies to comments
  • File uploads
  • When a recipient is invited to a published Deal Room
    

This two-way integration creates a seamless workflow—less manual work, more transparency, and a better experience for everyone involved in the deal.

You now have greater flexibility and clarity when it comes to attachments, whether you’re requesting files from recipients or asking them to view yours.

Recipient attachments

You now have full control over how and when recipients upload attachments during the signing flow:

• Assign upload tasks to specific recipients

• Make uploads mandatory before signing

• Keep attachments private between sender and recipient

• Mix and match these options to suit complex signing scenarios

Sender attachments

You can now control how recipients view attachments during the signing process:

• Select which recipients should view each attachment

• Set viewing as required before signing

Whether you’re collecting an NDA, ID, license, or any required document, this update makes it easier to ensure the right person uploads or views the right document and maintain stronger compliance and control.

You can now see live Deal Room and Contract activity directly inside HubSpot.

Here’s what’s new:

• Real-time sync of Deal Room and Contract data to HubSpot via custom objects

• Buyer events (views, comments, sends, visits) now accessible for reports and automations

• Breeze AI Copilot in HubSpot can now answer questions using GetAccept data

• Smarter lead scoring, sales workflows, and rep enablement

This update unlocks powerful AI and reporting capabilities directly in HubSpot, all fueled by GetAccept’s buyer engagement insights. This update helps you close faster, work smarter, and keep your CRM as your single source of truth.

👉 Available now for GetAccept and HubSpot Enterprise customers. Just reconnect your HubSpot integration to get started.

We’ve made it easier than ever to switch between your CRM and GetAccept.

Now, when working in a Deal Room that’s connected to an opportunity in Salesforce or Hubspot, you’ll see a new button in the top bar. Click it to open the connected opportunity directly in your CRM — no need to dig around or manually switch tools.

This is perfect for anyone creating or managing Deal Rooms from within a CRM. We’ve taken out the unnecessary steps, meaning less context switching, fewer clicks, and a more seamless connection between your CRM and GetAccept.

We’ve introduced new ways to give you more control over what gets displayed in your signing certificates – empowering you to better protect sensitive information.

New data privacy options

Under Settings → Data protection & GDPR → Certificate settings, you’ll now find three toggles that let you tailor your certificates for more privacy-conscious use cases:

• Mask IP address: Choose to hide the signer’s IP address.

• Mask email address: Hide email addresses for increased confidentiality.

• Remove audit log: Optionally remove the detailed audit log from certificates.

These settings are especially valuable if you share signed documents publicly – like housing associations who publish annual reports and want to avoid exposing personal information.

BankID branding

If a document is signed using Swedish BankID, the certificate will now clearly display the BankID logo, helping recipients understand and trust the verification method used.

✅ Get Started

If you’re an admin user you can configure your new privacy settings by heading over to your Security Settings and choosing what works best for your organization.

You can now fully automate the creation and management of Deal Rooms using your existing tools and integrations!

We’ve expanded our API capabilities to support automation of key Deal Room actions, including:

• ✅ Create a Deal Room
  
  
• ✅ Add participants
  
  
• ✅ Publish the Deal Room
  
  
• ✅ Retrieve Deal Room details
  
  
• ✅ Get participant information
  
  

These actions can be triggered by events in GetAccept or any support third-party platform, enabling seamless workflows across your tech stack.

Example use cases:

• When a contract is signed in GetAccept → Automatically create an onboarding Deal Room
  
  
• When a new lead is captured in your CRM → Instantly generate a personalized Deal Room
  
  

With Deal Room automation, you can reduce manual steps, improve speed-to-engagement, and deliver a more consistent buyer experience from the very first touchpoint.

Not using Automations yet? Contact us to discuss the right solution for your business.

We’ve made browsing your Deal Rooms buttery smooth for your buyers.

Here’s what’s new:

• We’ve added new navigation buttons to each page to easily flip forward and back

• We now support arrow key navigation between pages when hitting the top and bottom of a page

This update makes the Deal Room easier to read and navigate – just like a beautifully designed pitch deck (or better!).

We’ve now made it easier for you to see how your contracts will look for your recipients.

When you send a document, you’ll be able to preview how it’ll be presented to recipients, and the email they’ll receive.

This is especially useful if your document contains conditional content, meaning you’ll be able to see which content will be displayed and which will be hidden.

All this means you get a clearer view of how your final document will be presented, meaning you can be confident that your recipients will receive the stunning, personalized content exactly as you intended.

You’re probably being bombarded with messages from different companies about how AI can perform miracles and solve all your problems. But we’ve found that it’s the quick, everyday things that make the most difference.

We’ve designed our AI features around three principles. We believe AI should:

1. Reduce your manual and repetitive work
2. Meet your needs for privacy and information security
3. Actually produce good quality content

And of course, all of our features are designed to help improve your sales process. Here are 3 things you can try with GetAccept AI today.

Keeping your CRM updated shouldn't slow down your deal.

With Event-based CRM Sync, GetAccept can automatically update fields in your HubSpot, Pipedrive, and Upsales CRM when key buyer activities happen in the Deal Room, like completing a Mutual Action Plan task or signing a contract. These updates can even trigger powerful workflows using built-in CRM automation tools like HubSpot Workflows.

Here’s what you can now do:

• Automatically update CRM stages based on buyer actions (e.g., move to “Closed Won” when a contract is signed).

• React to Mutual Action Plan (MAP) progress — shift opportunity stages as milestones are completed.

• Trigger CRM workflows from buyer engagement (e.g., follow-up when a buyer revisits your Deal Room).

• Send contracts automatically when certain MAP steps are completed (using GetAccept’s custom actions for HubSpot Workflows).

Event-based CRM Sync closes the loop between what buyers do and what your CRM shows — automatically and in real time. No more guesswork. No more manual updates. Just smarter, faster sales processes that stay in sync with your buyer’s journey.

We’ve all been there. You delete something by mistake and realize it just a second too late.

You can now instantly revert accidental deletions when you’re editing your Deal Rooms and Contracts, whether it’s a text element, image, pricing table, section, full page, or contract block. Or if you've accidentally removed a participant, you can fix that too.

No more starting from scratch. Just hit undo and keep moving.

It’s a small change that makes a big difference, especially when you’re racing to get a deal out the door.

Adding content to your Deal Rooms just got way easier.

You can now select and add multiple resources, like whitepapers, case studies, or customer references, directly from the Resource placeholder in a Deal Room, and even choose the order they’ll appear in the room.

No more back-and-forth. Just click, select, insert, and get back to closing. This small but mighty update makes Deal Rooms even faster and more intuitive, true to our promise to help sellers win more, close faster, and work smarter.

We’re excited to introduce Meetings, a powerful new section within a Deal Room that helps sales teams and buyers stay aligned and on the same page — literally.

Capturing what happens in a meeting has always been critical — but until now, it’s been manual, time-consuming, and hard to present professionally. Meetings solves that by bringing structure, automation, and visibility into your sales conversations, making it easier to share updates with buyers and track deal progress across the team.

With Meetings, you can now:

• Store meeting notes, recordings, and action points in a dedicated, easy-to-navigate space within the Deal Room
  
  
• Upload transcripts and let our AI do the heavy lifting — instantly generate clean, clear summaries and actionable next steps
  
  
• Ensure everyone stays in sync — sellers, managers, and buyers can all view the same insights, right inside the Deal Room
  
  

No more scattered notes or endless follow-up emails. Whether you're uploading a transcript, a recording or your own notes, Meetings streamlines your post-call workflows and ensures that the most important info is easy to access, understand, and act on.

📣 Available now for all users, regardless of plan. Turn on Meetings in your Deal room settings to get started. For more information, check out this help article.

Start turning your meetings into momentum — directly in your Deal Room.

When you're selling, first impressions matter. But setting up a Deal Room shouldn't slow you down.

With our newly improved creation flow, you can now build a personalized, professional-looking Deal Room in just a few clicks.

Here’s what’s new:

• Smart company lookup: Start typing the buyer’s company name, and we’ll auto-fill the logo, company URL, and details for you
• Instant personalization: Logos and company info automatically update across your Deal Room, making it feel uniquely crafted for each buyer
• Update old rooms, too: Use the new Company tab in the room’s Settings to add a logo and a URL in older rooms

This update is part of our mission to make GetAccept the easiest-to-use Digital Sales Room, so you can win more deals, close faster, and work smarter.

Check out the guided walkthrough.

Many deal processes need signatures to be submitted in a specific order, such as when approval is required from various managers before a deal can be completed. We’ve made some improvements to the signing order settings to make it easier to manage.

And that’s not all - it’s now also easier to make changes after a contract has been sent.

You can now:

• Edit the signing order of recipients in an already-sent document
• Add new recipients and choose their signing order
• Edit the signing order when converting a non-signable document into a signable document

These changes give you more flexibility and control, and ensure that you don’t have to create new processes from scratch every time your stakeholders change. This is especially beneficial for companies working with a large number of stakeholders, meaning that late changes to your deal participants don’t have to create mountains of extra admin work.

Sales cycles can last weeks or even months, and during that time, it’s easy to lose track of where things stand and what needs to happen next. That’s why we’ve redesigned our Salesforce integration to show you what’s actually happening in your Deal Room and what to do next, right inside Salesforce.

Here’s what’s new:

• A brand-new Overview tab for active Deal Rooms
• Engagement analytics highlighting your most and least active participants
• A clear Mutual Action Plan summary with task alerts and deadlines
• Create Contracts and link them seamlessly to the Deal Room

Now, when there’s only one Deal Room and no Contracts linked to an opportunity, the integration will automatically show you the Deal Room overview — giving you instant visibility into what’s happened, who’s engaged, and what actions you should take next.

You can now automate contract creation and sending using GetAccept Custom Actions in HubSpot Workflows. Based on triggers you define, you can now automatically:

• Create a contract: Auto-generate a draft contract linked to a HubSpot Deal
• Get document details: Pull the info needed to send the contract
• Send a contract: Automatically send the contract to up to two contacts linked to the Deal

This release aims at seamlessly supporting your existing sales processes by enabling you to create and send contracts directly within your workflow — cutting out manual steps, reducing errors, and speeding up the time from quote to close.

Pro tip: Add a final step in your workflow to leave a note on the HubSpot Deal when a contract is drafted or sent – great for keeping your team in the loop.

Learn more in our Help Article.

We’re excited to introduce the Analytics Overview, a centralized dashboard that shows sellers exactly how their stakeholders are engaging with their Deal rooms.

Here’s what you can do:

• Track first visits: Know which stakeholders have entered the Deal room (and who hasn’t).
• See viewed content: Instantly see what content has been reviewed and what’s still untouched.
• View latest sessions: Get a quick overview of the most recent buyer activity.
• Check engagement scores: Spot your most and least engaged participants.
• Scan page review summary: Identify top-performing content (or what’s being ignored).
• Review engagement KPIs: Benchmark your room’s engagement against other rooms.
• Monitor MAP progress: Stay on top of tasks and milestones in your Mutual Action Plan.

The new Analytics Overview gives you a quick, actionable picture of buyer engagement, helping you work smarter, follow up more strategically, and keep your deals moving.

Want to dive deeper? Check out our help article.

Introducing GetAccept’s native HubSpot integration: a faster and smarter way to manage your proposals without ever leaving HubSpot.

We built this native experience to eliminate the friction of add-ons and manual work, and help sales teams work smarter and close deals faster, without switching tabs, tools, or context.

Here’s what’s new:

• Access Deal Rooms and Contracts directly from HubSpot cards on Deals, Contacts, and Companies

• Create and send sales documents with fewer clicks and in an upgraded, more intuitive interface

• Get real-time engagement insights and buyer signals directly in HubSpot timelines

• Sync data automatically between GetAccept and HubSpot: Push HubSpot data into GetAccept documents, and sync buyer-provided inputs (like optional/variable product selections) back into HubSpot automatically

Together, GetAccept and HubSpot are the ultimate duo to close deals faster and work smarter.

Check out our GetAccept + HubSpot page to learn more.

We’ve redesigned our content analytics feature in the Deal room to be more intuitive, insightful, and easy to use. That means you can quickly extract meaningful data and optimize your sales strategies.

You can:

• Get better insights into how people are engaging with your Deal room content.
• More easily filter and segment to find the data you need.
• Track more metrics and data, including link clicks and video overview.

With more advanced filtering, participant breakdowns and page-by-page visualization, your content analytics is now more informative and actionable than ever before.

Check out the blog post to learn more about the benefits and how to set it up.

Tired of manually copying emails to your CRM or archive just to stay in the loop with your customer interactions? We're thrilled to announce the arrival of Global BCC, designed to make sure you automatically have a record of every important email sent to your buyers.

With Global BCC, you can now:

• Automatically BCC any email address: Set it once, and every customer-facing email sent will be copied to your chosen address(es).
• Track all key communications: This includes signature requests, notifications, expiration reminders, document updates, and more.
• Integrate seamlessly with your systems: Perfect for keeping CRMs that rely on email updates (like Zoho) automatically in sync.
• Simplify compliance and archiving: Effortlessly maintain a complete record of all your customer conversations.

Global BCC is all about making your life easier and ensuring you have full visibility into your customer interactions without the extra clicks. It's another step in our commitment to making GetAccept the most intuitive Digital Sales Room, helping you work smarter, not harder, in every engagement with your buyers.

Want to learn how to set it up? Check out our detailed help article.

Creating pricing tables just got faster and easier with ready-made pricing columns. By setting up predefined columns at the account level, users can quickly add the product details they need - saving time and reducing risk of errors. Plus, when connected to your CRM, workflows become even smoother.

Why use ready-made pricing columns?

• Faster table creation: Predefined columns mean no more repetitive manual entry.
• Improved accuracy: Reduce errors by ensuring all product details are standardized.
• Better control: Administrators can manage pricing table inputs at the account level, ensuring consistency across all templates.
• Cleaner, more organized pricing tables: Maintain a structured and professional look with standardized information.

Check out the interactive demo or the blog post below.

Tired of buyers scratching their heads over tax calculations or missing the full picture of what they're getting? We've just enhanced the power of pricing tables to make your quotes super clear and packed with the information your buyers need.

Here's what's new:

• See the tax breakdown, plain and simple: Now you can show exactly how the tax is calculated. If you have different tax rates for different items, the summary will clearly display each rate and the corresponding amount.
• Help buyers see the big picture with total value summaries: You can now summarize numeric details (such as the total licenses included, the aggregate number of free API calls, or the overall consulting hours provided) directly in the pricing summary. This eliminates any ambiguity and helps buyers quickly grasp the overall value they're getting.

These updates make your quotes more transparent and informative, building trust with your buyers and helping them understand exactly what they're paying for and the total value they receive. For all users, especially those dealing with different taxes or selling items in bulk, this means less back-and-forth and faster agreement. 

Want to dive deeper? Check out our detailed help article.

In today’s fast-paced sales environment, efficiency is everything. The more time spent searching for the right content, updating your quotes and proposals, or fixing errors, the less time reps have to focus on what truly matters—selling.

Introducing GetAccept Conditional Content – a game-changer that helps sales teams work smarter and more efficiently.

What is Conditional content?

With Conditional Content, you can use “If-Then” logic to define whether to display or hide certain content in your templates based on:

• Product information added to the pricing table
• Total price
• Discounts added
• Document name
• Document value

Once set up, your documents are automatically assembled based on these predefined conditions, requiring little to no extra effort from your team.

Check out the blog post for more info.

GetAccept deal rooms enable you to collaborate with buyers throughout the sales process, all the way from the initial introduction to finally signing the contract.

We all know the importance of first impressions - they can be the difference between a signed contract and a lost deal.

That’s why we’ve introduced an easily customisable Introduction section. Instead of generic product decks and mass-sent emails, whenever someone joins your deal room the first thing they see is amazing, branded and personalized - the perfect first step in any deal.

Check out the blog post to learn more about the benefits and how to set it up.

Keeping your Deal Rooms and contracts updated with the latest buyer data is key to creating a smooth, personalized sales experience.

You can now update GetAccept rooms with Salesforce, Microsoft Dynamics, Hubspot, Pipedrive and Upsales CRM data in just one click. This means that you can synchronize product details and pricing in your tables in both Deal Room and contracts to create dynamic and accurate proposals.

Here's what you can do:

• Update product details in one click: Now you can pull the freshest product names, descriptions, quantities, and prices directly from your CRM into your Deal Room and contracts with a simple click, even after you've shared the room.
• Keep everyone on the same page: Ensure your prospects always see the most accurate and up-to-date information about the products and services you're offering.
• Collaborate and negotiate with confidence: Have smoother, more productive conversations about the deal knowing that the product information you're both looking at is current.
• Eliminate data errors: Reduce the risk of mistakes caused by manually transferring or updating product information between systems.

Pro tip! Use conditional content to show different sections in your contracts depending on the pricing table info you’ve pulled from your CRM.

Click on learn more to see how it works.

Remember the days when we exchanged business cards upon first meeting? That’s hard to do in a digital selling world.

Previously, each rep had to manually create a contact resource with their details and add their meeting links in a plain URL format — it is inefficient and easily outdated.

The Sales Team Widget automatically generates a business card for sales reps in related rooms. Once set up, buyers can easily contact reps with a single click on the top bar, making it simple to call or schedule a meeting from any page in the room.

Check out the blog post to learn more about the benefits and how to set it up.

Repeatedly typing the same instructions takes a lot of valuable time. We're excited to introduce AI Prompt Templates in GetAccept, empowering you to save and reuse your most effective AI instructions, making your content creation process smoother and faster than ever.

With AI prompt templates, you can now:

• Save your winning formulas: Store your most effective AI prompts for reuse, whether it's for summarizing meeting notes, pinpointing action items, or tweaking the tone of your proposals.
• Team-wide consistency: Admins can create and share prompt templates across the entire organization, ensuring everyone benefits from best practices and consistent AI output.
• Personalize your workflow: Individual users can also create and save their own unique prompt templates tailored to their specific needs.
• Unlock faster content creation: Spend less time on instructions and more time on what matters most – engaging with your buyers and closing deals.

Want to dive deeper? Check out our detailed help article.

Building flexible quotes just got a whole lot easier. You can now push optional and variable products from HubSpot, Pipedrive, and Upsales directly into your GetAccept pricing tables, and automatically sync your buyer’s selections back to your CRM once the deal is signed.

Here’s what new:

• Create rules directly in HubSpot, Pipedrive, & Upsales to define which products are optional or allow quantity adjustments
• Push optional and variable products from your CRM into GetAccept proposals
• Let buyers select add-ons or adjust quantities right in the proposal
• Automatically sync buyer selections back to your CRM after signing

This feature was built to remove manual work from quoting and contract workflows. It gives users the flexibility to customize proposals, while ensuring your CRM stays up to date automatically. It's a win-win for both sales teams and their customers.

Read the blog post to learn more.

The rollout on new branding features continues! Now you can update font colors on: 

• H1
• H2
• Subheaders
• Dividers 

This release will affect both documents and deal rooms. Learn more about the branding features here, or check out the interactive demo below!

As a leading revenue intelligence platform, Gong captures and analyzes customer interactions—such as sales calls, emails, and meetings—to provide actionable insights for sales teams. However, real-time insights into how your buyers engage with sent documents and proposals have been missing.

That’s why we are excited to introduce our new integration with Gong. With this powerful integration, sales reps can now track buyer interactions—such as document views, chats, and comments—directly within Gong’s Activity Timelines. This enables teams to personalize outreach, prioritize high-engagement deals, and take proactive steps to accelerate sales cycles—without switching between multiple tools and systems.

This integration is available for Enterprise plan users. Check out the landing page to learn more about the use cases and how to set it up.

Previously, syncing GetAccept event data into Salesforce Activity Timeline required setting up automated Salesforce flows. Now, with our latest update, admins can effortlessly activate this sync directly within Salesforce. 

Under the "GetAccept Admin → Set Up" tab, admins can view which GetAccept events are trackable and simply toggle on a button to create Tasks/Events in the Salesforce Activity Timeline based on the specific GetAccept events they want to track.

This update reinforces our commitment to being the easiest-to-use sales engagement platform and further strengthens our ability to ensure key insights flow seamlessly between GetAccept and Salesforce.

Click the link below to see how it works.

Now it’s easier to follow how your team is performing. With the new reports update, we just released the ability to filter on more granular data, for better and more precise insights.

Now you can:

• Filter on custom date ranges
• Filter on teams, or individual people
• Filter by document tags

Great news - we’re now rolling out new branding features in GetAccept! Branding means customizing logos, colors, and fonts across documents and rooms, making them feel like a true extension of your brand. A strong, cohesive brand experience not only enhances professionalism but also creates a lasting impression—often serving as a wow-factor for buyers.

We’re now rolling out the first part of the new branding features, including:

• Customizable color schemes for buttons, navigation bars, and background highlights.
• Options for solid color, gradient, or image as background.
• Add your brand’s fonts for H1 and H2 headings.
• A preview button to see what changes will look like, in both the deal room and document environments.
• The possibility to automatically add a logo based on a website address, or upload a logo as an image.

Keeping your templates up-to-date can be a hassle – especially when you have certain content resources added to multiple templates, editing and updating them one by one wastes time and risks errors.

With Linked Resources, you can now directly link content resources from the Content Library to your templates. This means any updates to the content in the library will automatically reflect across all linked templates, ensuring:

• Consistency: Shared content is always up to date.
• Efficiency: Make updates in one place and see the changes propagate automatically.
• Peace of Mind: Reduce the risk of missing templates or introducing errors during manual updates.

Please note that content resources added to a template before the release of Linked resources must be removed and re-added to the template to establish the link.

Check out the help article to learn how to set it up.

We’re excited to introduce an updated way to create documents and contracts in GetAccept! Until now, creating a document involved clicking the Create button and selecting the type of document you wanted. While this process worked well, it often required multiple clicks to get started. That’s why we’ve reimagined the Create Modal to make it faster and more efficient for you.

The new Create Modal streamlines the process by letting you:

• Directly select a template from your template library to start working immediately.
• Upload a document or PDF in just a click.
• Access your most recently used templates for quick reuse.
• Start from scratch when you need full flexibility.
  
  

Check out the interactive demo here, or the blog post below.

As your company grows, managing a growing library of templates for different industries, company sizes, and products can become overwhelming. Sales reps may waste time searching for templates or risk using the wrong one, causing inefficiencies and delays.

GetAccept’s Conditional Logic lets admins set rules in Salesforce to only display the right templates for your reps to select and share—making template management smarter, faster, and more scalable.

Click on the link below to learn more about the use cases and how to set it up.

We just updaed the contract analytics overview to ensure data, chats, and comments are presented clearly and beautifully. With this new user interface, it's more straightforward and clear to track the engagement for sent contracts.

• New: Redesign of related documents table
• New: Contract post-send overview redesign
• New: Contract post-send recipients redesign
• New: Contract post-send pricing tables redesign
• New: Contract post-send timeline redesign

Log into your GetAccept entity within Salesforce to try it out.

We know many of our customers use non-signable documents for proposals, pricing discussions, or contracts that will require a signature later on. These documents allow you to showcase pricing, ensure commercial alignment, or walk through agreements while working together seamlessly - making updates, changes, and comments.

Previously, enabling signatures meant creating a new, signable, version of the document. But now, with our latest update, you can enable signing directly on your non-signable document when it’s ready to be signed! The recipient can use the same link as before, making it a smoother workflow. 

Here’s what you can do with this release:

• Choose whether recipients will be viewers or signers.
• Update recipient details and signing methods.
• Send an auto-generated email with the document link.
• Add contract value and expiration dates.

Ready to see how it works? Explore this feature in the interactive demo below! 

We’re excited to launch GetAccept AI for text editing in Open Beta - a tool designed to help you create polished, reader-friendly content, seamlessly integrated into GetAccept.

Access it through the editor, and use it to;

• Summarize text
• Change language
• Check spelling and grammar
• .... and much more.

Be sure to check it out!

For more information, visit the help article or go to the blog post by clicking below.

Collecting information through form fields, and then sending it over to a third-party system, is a great way to generate efficiency. However, if the input is done in the incorrect format, it might cause some hick-ups in the system.

With our new Regular Expressions and Character Conditions, you can effortlessly ensure data accuracy while streamlining your workflows.

With this release you can:

• Choose exactly how you want an input formatted
• Add restrictions in the number of characters for an input. 

Sometimes, recipients need to transfer signing rights to someone else in their organization.

Previously, if they forgot to check the ‘transfer signature rights’ box, the only fix was to create a new version of the document and resend it—a time-consuming process.

Now, with our latest update, it’s easier than ever to transfer signing rights. If the recipient forgets, you can step in and handle it directly in GetAccept—no need to create a new version. This streamlines your workflow and saves valuable time when closing deals.

We’ve also given the recipient side a sleek upgrade! The new hamburger menu puts everything in one place: actions required, document options, the recipient list, and comments—making navigation simpler and more intuitive.

Take the guided tour below!

Keeping your deal rooms updated with the latest buyer data is key to creating a smooth, personalized sales experience. As the deal moves forward, you'll gather more buyer information or see changes on the buyer’s side.

With this release, you can now quickly update the merge tags data from Salesforce to your GetAccept digital sales rooms by clicking “Update fields” under the “data and pricing” tab.

Click on learn more to see how it works and why it’s important.

Collaborators play a key role in creating and editing the content in your Deal Room, ensuring seamless teamwork to drive your deals forward.

Now, you can add collaborators directly within Salesforce—whether during the Deal Room creation process or after it has been published. Simply click the “Add Collaborator” button under “Participants,” assign the role, and you’re all set.

This enhancement makes managing your sales process within Salesforce even more efficient. Log in and try it out yourself.

Delivering engaging, up-to-date content is now easier than ever with our latest updates:

• Google Slide Element: Embed Google Slides directly into your Deal Room, ensuring your content stays current and consistent across all rooms. Perfect for generic or frequently updated presentations. Check out our help article for important tips on using this effectively.
• Vidyard and Loom Video Support: Personalize your Deal Rooms with videos from Vidyard and Loom using the "Video from URL" tab, adding an extra layer of engagement for your recipients.

These updates are here to help you create richer, more tailored experiences for your buyers while saving time on content management.

Ready to get started? Log into your Digital Sales Room and try them out today!

Organizing and finding content for your deal rooms has never been easier. With our latest update, you can now efficiently categorize and tag content based on your own criteria. This allows you to set up content logically and locate what you need in just a few clicks.

Data syncing between GetAccept and HubSpot just got better. Now, all recipient-filled information—like billing addresses, VAT numbers, and additional requests—is automatically synced to the corresponding fields in HubSpot as soon as a contract is signed.

With an intuitive setup, admins can quickly create custom data sync profiles and map data fields using simple dropdown menus. You can also set up different profiles to store data under various objects, like Contacts, Companies, or Deals.

These improvements ensure your CRM stays accurate and up-to-date, eliminating manual data entry, and transforming your quote-to-cash process into a seamless, reliable experience.

If you'd like to test it out yourself before rolling it out to your team, check out this Help Center article for step-by-step instructions.

As of October 29, 2024, Agentforce is generally available to Salesforce customers. “If you can describe it, Agentforce can do it.” But to make this AI work effectively, you need one critical thing: accurate, accessible data.

GetAccept’s integration with Salesforce fills the buyer engagement gap by pushing real-time activity—engagements, chats, comments—directly into Salesforce. It also ensures you’ll have a complete set of data covering the entire buying-selling journey for Agentforce to act on. 

Learn more about the use cases in the blog.

Notifications help you stay on top of your deals—until they flood your inbox, become overwhelming, and result in a negative experience for both buyers and sellers.

This time, we’ve improved our notification system to include the new Activity Summary Email, which consolidates key updates from your digital sales rooms into one single, concise email.

Along with the in-app activity center, you’ll now receive one summary email sent 20 minutes after the latest activity, tailored to your role—whether you’re a room owner, collaborator, or participant.

This update helps sellers stay informed about buyer activities without email overload, reduces noise for buyers, and enables internal decision-makers to focus on what matters most.

With this update, you can mark Mutual Action Plan tasks as “Completed” or “Not completed” directly within HubSpot, making it easier to track and manage your deals.

Together with this release, we also redesigned the Room creation flow and supported merge tags on custom objects. Log in to GetAccept for HubSpot to check it out!

GetAccept Deal Room is a centralized place for you to close more deals by better collaborating with your buyers. Instead of having outreach emails, sales documents, and conversations with your buyers scattered across different tools, you can do it all within a Deal Room:

• Create and share all your sales content in one room directly within Upsales.
• Update the Deal Room content without changing the link.
• Chat with your buyers in real-time.
• Track how they engage with the content you shared.
• Use Mutual Action Plans to get everyone on the same page.

Haven’t started using it yet? Log into your CRM and check it out.

You are now able to update and correct an email or phone number, even after the document has been sent; if for example an email bounced or was accidentally misspelled. This means you no longer need to create a new version of the document and re-send to everyone on the recipient list.

The new details will automatically be added to the contact card in GetAccept. Below you can see how it’s done! 

Just as Rome wasn’t built in a day, closing a deal isn’t a solo effort—it’s a team endeavour.

To support this collaborative approach, we’ve introduced several new features designed to help multiple roles within an organization work together seamlessly to create a Deal Room. This ensures smoother internal collaboration and enhances the buyer experience:

• Introducing the “Collaborator” Role: Now, multiple team members can actively participate in building and editing a deal room together, fostering teamwork and ensuring all perspectives are considered.
• Better buyer experience: Collaborators can individually chat with buyers and comment, making it easier to provide targeted assistance to your buyers.
• Smooth Ownership Transfer: When a deal is closed, you can now easily transfer room ownership, ensuring a seamless handover and continuity.

Let’s dive in!

Aavailable on all plans from week 37. 

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

• All files in your HubSpot 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 from HubSpot.
• Download files from GetAccept deal room via HubSpot.
• View how many times a previously added file has been downloaded.

Discussing which products to buy and negotiating pricing often takes time. To speed up the process and shorten the deal cycle, it’s crucial to start the pricing conversation early.

With this new feature, sales reps can seamlessly guide prospects from a qualified lead to the proposal stage, reducing the time needed to get contracts signed. Here’s how it works:

Salesforce users can now push products stored in Salesforce directly into a GetAccept deal room—whether when first creating the deal room or updating the pricing section after it’s live.

Reps can easily refine the product list and update changes as negotiations progress. When the timing is right, they can quickly send out a contract with the exact product details the buyer has already agreed upon, speeding up the signing process.

Check out the short demo from Tarek, Senior Product Manager at GetAccept, to see it in action.

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, Pipedrive 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

Log into your GetAccept for Pipedrive or reach out to your GetAccept contact for more details.

Selling is complicated. Selling efficiently is even harder.

Previously, you could only view detailed buyer activities inside each room, requiring constant back-and-forth between the main room list view and individual rooms. This hindered productivity and made it difficult to gain an overview of deal performance.

The following three feature improvements solve this issue, empowering you to sell more effectively:

• Easily view the latest buyer activity: Under "Participant activity," clearly see who is active in the shared room and what they did. This transparency allows you to engage with buyers at the right time and tailor your approach based on their actions.
• Always focus on the most promising deals: Sort your deals based on the most recent buyer activity by clicking on “Participant Activity”. You can also identify which deals have no activity to either send a reminder to give an extra push or deprioritize them. 
• Track detailed buyer activity for each room from the room list: Click on the timeline icon and view all the past buyer activities without entering individual rooms. This feature makes your room list view more informative and largely saves the time of going back and forth. 

Enjoy GetAccept as your main panel to track buyer activity and gain insights effectively. Log into your Deal Room and check it out. 

We now support SSO for our Salesforce integration. You can set up Salesforce as a trusted identity provider (here's how) or use third-party identity providers like Azure and Okta.

Click on the related links to learn how to set it up.

We have a few exciting new features for the pricing tables:

• Pricing table summary
  If you have many pricing tables in your quote or contract, previously it could take some effort to get them all summarized. With this release, you now have access to a field called "Pricing Table Summary" in the editor, which will automatically summarize all pricing tables in your quote or contract.
  
  
• Adding multiple custom columns
  During spring we released the capability to add one custom column. Now you are able to add up to six custom columns, to divide your offering in a more detailed and granular way. Adding them is easier through a visible plus sign, which you click to add your column. The pricing columns can be integrated with CRMs like Salesforce and Microsoft Dynamics, for a dynamic quoting experience connected with your one true data source. Learn more here.
  
  
• Drag and drop to resize
  It's now easier to change the size of each column, by intuitively dragging and dropping. 

Check out the interactive demo below!

Imagine this: You have worked on a proposal or contract to make it flawless, and you just clicked send. One second later you realize that you misspelled the name of the recipient. We know that it used to be a bit of a hassle to correct this mistake, by creating a new version. Now we are happy to introduce improvements that will make it easier to update or add recipient information. All to make the send-out process faster, smoother and more flexible. 

• Update recipient details:
  Now you can easily update recipient details after the document has been sent. This enables you to correct recipient errors with the speed of lightning, without interrupting the signing process.
• Add or update verification method on a recipient:
  When you edit, add or transfer a recipient, you now have the option to add a verification method, like electronic identification, for your recipient. Previously, this option was only available when adding a recipient for the first time, but now you can add and update verification details even after the document has been sent. 

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.

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.

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.

• Added a new endpoint for creating Email Templates, documentation here
• Added a new endpoint for updating Email Templates, documentation here

We’ve rolled out several features to make it easier to quote products within Pipedrive and display them in a clear, easy-to-understand way:

Multiple pricing groups and tables: 
Present your products based on product type, payment term, or any other way that fit your product offering. Read about the use cases and how to set it up here.

Edit after send:
Quickly update product and pricing information within Pipedrive (e.g., add a discount, change the units, etc.) as your buyer requested, and the changes will be reflected in the GetAccept pricing tables automatically.

• POST /v1/documents
• POST /v1/contacts

Nobody wants to send a contract every time something changes.

With this feature, you can quickly update product and pricing information within your CRM (e.g., add a discount, change the units, etc.) as your buyer requested, and the changes will be reflected in the GetAccept pricing tables automatically.

Simply chat with your buyers about the changes you've made without sending a new link. Selling is smoother than ever. This feature is now available for all key CRM integrations, including Salesforce, HubSpot, Microsoft Dynamics, and Pipedrive.

GetAccept Deal Room is a centralized place for you to close more deals by better collaborating with your buyers. Instead of having outreach emails, sales documents, and conversations with your buyers scattered across different tools, you can do it all within a Deal Room:

• Create and share all your sales content in one Deal Room.
• Update the Deal Room content without changing the link.
• Chat with your buyers in real-time.
• Track how they engage with the content you shared.
• Use Mutual Action Plans to get everyone on the same page.

Currently, this feature is supported by all key CRM integrations, including Salesforce, HubSpot, Microsoft Dynamics, and Pipedrive.

Haven’t started using it yet? Check it out or reach out to your GetAccept contact for more info.

• GET /v1/document/{ID}/recipients now contains contact_id for each recipient

• 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

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 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! 
  
  

• Added an endpoint to list all Dealroom Action Plans, documentation here
• Added an endpoint to list all Dealroom Milestones, documentation here

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

• Uploading a File to a DR, documentation here
• Listing all Files in a DR, documentation here
• Get a download link for a File (on demand), documentation here

Added webhooks for when Dealroom is published (roomPublished) and Mutual Action Plan Task gets updated. (taskUpdated).

Visit the documentation to see all capabilities of webhooks in the Dealroom API.