What’s new at GetAccept

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.