Speed things up with keyboard shortcuts
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.
Discover what's going on with the latest product updates
and improvements for your Digital Sales Room.
July 3, 2025
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.
July 3, 2025
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.
July 2, 2025
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:
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.
July 2, 2025
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:
This two-way integration creates a seamless workflow—less manual work, more transparency, and a better experience for everyone involved in the deal.
July 1, 2025
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.
June 27, 2025
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.
June 26, 2025
With the latest update to our Salesforce integration, any data pushed from Salesforce into a sent contract can now be updated – instantly. From buyer names to legal terms, your Salesforce data stays live and synced within your sent contracts.
Push any updated Salesforce 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 Salesforce data, reduce errors and version confusion, and shorten time to signature.
It’s another step in our mission to help you turn your Salesforce 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.
June 26, 2025
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.
June 17, 2025
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.
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.
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.
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.
June 13, 2025
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.
If you're using our integrations or API and still uploading images manually, this update makes your workflow faster and more efficient.
June 13, 2025
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:
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:
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.
June 10, 2025
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!).
June 10, 2025
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.
June 9, 2025
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:
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.
June 5, 2025
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.
May 27, 2025
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.
May 27, 2025
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.
May 26, 2025
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:
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.
May 22, 2025
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:
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.
May 16, 2025
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:
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.
May 16, 2025
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:
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.
May 16, 2025
You can now automate contract creation and sending using GetAccept Custom Actions in HubSpot Workflows. Based on triggers you define, you can now automatically:
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.
May 13, 2025
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:
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.
May 7, 2025
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
Together, GetAccept and HubSpot are the ultimate duo to close deals faster and work smarter.
Check out our GetAccept + HubSpot page to learn more.
April 10, 2025
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:
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.
April 10, 2025
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:
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.
April 8, 2025
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?
Check out the interactive demo or the blog post below.
April 8, 2025
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:
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.
April 7, 2025
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.
With Conditional Content, you can use “If-Then” logic to define whether to display or hide certain content in your templates based on:
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.
March 27, 2025
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.
March 19, 2025
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:
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.
March 13, 2025
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.
February 28, 2025
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:
Want to dive deeper? Check out our detailed help article.
February 28, 2025
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:
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.
February 13, 2025
The rollout on new branding features continues! Now you can update font colors on:
This release will affect both documents and deal rooms. Learn more about the branding features here, or check out the interactive demo below!
February 3, 2025
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.
January 31, 2025
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.
January 29, 2025
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:
January 22, 2025
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:
January 20, 2025
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:
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.
January 14, 2025
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:
Check out the interactive demo here, or the blog post below.
January 13, 2025
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.
January 9, 2025
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.
Log into your GetAccept entity within Salesforce to try it out.
December 16, 2024
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:
Ready to see how it works? Explore this feature in the interactive demo below!
November 26, 2024
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;
Be sure to check it out!
For more information, visit the help article or go to the blog post by clicking below.
November 25, 2024
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:
November 24, 2024
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!
November 21, 2024
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.
November 20, 2024
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.
November 19, 2024
Delivering engaging, up-to-date content is now easier than ever with our latest updates:
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!
November 13, 2024
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.
November 6, 2024
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.
October 31, 2024
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.
October 30, 2024
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.
October 29, 2024
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!
October 21, 2024
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:
Haven’t started using it yet? Log into your CRM and check it out.
September 30, 2024
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!
September 23, 2024
September 19, 2024
September 4, 2024
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:
Let’s dive in!
Aavailable on all plans from week 37.
August 30, 2024
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:
August 27, 2024
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.
July 12, 2024
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:
Log into your GetAccept for Pipedrive or reach out to your GetAccept contact for more details.
July 11, 2024
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:
Enjoy GetAccept as your main panel to track buyer activity and gain insights effectively. Log into your Deal Room and check it out.
July 10, 2024
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.
June 26, 2024
We have a few exciting new features for the pricing tables:
Check out the interactive demo below!
June 19, 2024
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.
Now available on all plans. Check out the interactive demo below!
June 12, 2024
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:
Click "Learn more" to see how it works.
June 11, 2024
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:
Check out this interactive demo to see how it works.
June 10, 2024
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.
June 1, 2024
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May 14, 2024
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.
May 8, 2024
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May 2, 2024
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.
May 2, 2024
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:
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.
April 24, 2024
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Editor text content blockApril 16, 2024
With My Received Documents you can see all documents that require your action in one view.
April 4, 2024
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March 28, 2024
The team has been working hard to improve your favorite Deal Room. Here are some of the highlights:
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name
) and Company name (companyName
) when creating a Dealroom. Documentation can be found here.February 1, 2024
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January 4, 2024
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.
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