What we've been building

Your Digital Sales Room and your CRM should always tell the same story.

Now they do for our Microsoft Dynamics integration as well.

Whatever a buyer includes, removes, or re-quantifies in the pricing table updates the linked opportunity automatically, so what happens in the deal and what your CRM shows never drift apart.

• Mark products pushed from the CRM as optional so buyers can include or exclude them in the pricing table.

• Let buyers set their own quantities on variable products.

• Buyer changes sync automatically back to the linked CRM opportunity.

Your buyers get a proposal they can shape to fit, and your CRM data reflects the real deal without anyone touching a line item by hand.

Every deal moving through your Deal Room has a stage: Discovery, Proposal, Legal review, whatever your team calls the steps. It's the shorthand that answers one question: where does this deal actually stand right now? Salesforce tracks the exact same thing under its own name, the opportunity stage. Two systems, two labels, one idea.

From today, you don't have to keep them aligned by hand. Move a deal forward in the Deal Room, and the linked Salesforce opportunity stage updates with it. Move it forward in Salesforce, and the Deal Room follows right back. There's no version to double check, because there's only one true stage, wherever you look.

• Deal Room stage changes update the linked Salesforce opportunity stage automatically, and vice versa.

• Map Deal Room stages to any Salesforce field, not just the standard opportunity stage.

• Use a Deal Room stage change to trigger Salesforce flows: notifications, tasks, pipeline updates, and more.

The result: less manual upkeep for reps, and pipeline data your team can rely on at every stage.

We're excited to introduce the GetAccept Agent in Salesforce – a new, AI-powered experience that shifts the integration from a tool you operate to an intelligent partner that works alongside you, understanding what's happening in your deals and what to do next.

Type what you want in plain language and the Agent reasons about context, proposes a plan, and executes – all without leaving Salesforce. From the Salesforce home page or inside any record (opportunity, account, contact, or custom object), you can:

• Create Deal Rooms and contracts through a guided, conversational flow

• Ask what's happening with a deal and instantly see buyer engagement, room activity, and recent timeline events

• Query and update Salesforce records: ask "show me all opportunities closing in June" for an interactive chart, or "move the NestBuy close date to Wednesday" to update the record on the spot

• Line up work across your pipeline: ask the Agent to list your qualified deals and spin up a Deal Room for each – in one go, without opening new tabs

This is our first step toward a new way of working we're building across the whole platform. You state intent, the Agent understands context, and the deal moves forward.

Now available in beta for selected customers. Interested in trying it? Reach out to your CSM to get set up.

Need your contract to state exactly when it became fully signed? Now you can.

Add the new Signature date merge tag from the Document menu in the editor, and it'll automatically populate with the date your contract received its final signature — perfect for referencing an effective date or term start date directly in your contract copy.

This sits alongside your existing per-signer signature dates, giving you a clean way to reference the date the whole agreement was executed, not just when one person signed.

Some of the most convincing moments in a deal happen live on a call: the demo that finally clicks, the tricky question answered just right, the champion making your case in their own words.

Until now, sharing one of those moments with a buyer meant adding the whole recording to a meeting. Now you can attach just the clips that matter to a meeting and let buyers go straight to what counts.

A few ways to put this to work:

• Attach the clip where your value really landed so it can be surfaced to the decision-maker who missed the call

• Add the security answer for IT and the pricing exchange for finance to the same meeting, so no stakeholder has to sit through the parts that aren't for them

• Keep a dropped-and-reconnected call, or a demo split across two sessions, together as a single meeting

• Bring the snippets Airspeed already made straight into the room as clips

It adds up to a better story for everyone. Buyers spend their time on the moments that move a deal forward, reps keep every clip tied to one real conversation, and Deal Rooms stay clean and easy to follow.

The most useful context in a deal often comes directly from your buyer conversations. Now, you can bring that context from Trale.ai into GetAccept.

Connect your Trale.ai account and import meeting videos, transcripts, summaries and participant details into your Deal Room.

GetAccept AI can use the meeting as context when creating content. This helps executive summaries, business cases and other deal content reflect what your buyer actually discussed, rather than relying on a generic starting point.

You can also keep the meeting available inside the Deal Room, giving buyers and stakeholders a shared resource when they need to revisit the conversation.

Tables are one of the most common ways to present comparisons and structured information in a proposal, so they should look exactly the way you want. This release gives you that control. You can now:

• Set a background color on any cell; select multiple cells at once to color a full row or column

• Change the color of the table borders

• Merge cells to combine rows or columns and build a custom layout
  

• Select, drag to re-order or delete whole rows or columns

The result is cleaner, more readable, and more on-brand tables in every Deal Room and Contract you create.

Setting up a workflow in GetAccept shouldn't require reps to make a series of judgment calls – which template, which files, which contacts, which expiry date. When those decisions are left to individuals, you get inconsistency.

Now you can define the rules once, based on data already in your CRM, and let the integration handle the rest.

With conditional setup, you can configure:

• Template selection: automatically select or suggest the right GetAccept template based on CRM record data, so reps always start from the right place.

• Create options: dynamically show or hide the ability to create a Deal Room or contract depending on specific criteria.

• File attachments: automatically pull files and attachments from the CRM record into GetAccept. No manual hunting required.

• Contact pre-population: intelligently map recipients from the CRM to specific GetAccept template roles.

• Expiry settings: automatically apply the right document expiry date based on CRM conditions.

The result is a faster, more consistent experience for every rep, and a much shorter list of things for admins to chase.

Deals change after you send the contract. Now your conditional content can change with them.

When you edit a signable, unsigned contract, GetAccept re-evaluates its existing conditional logic. Update a document value, custom data or a connected pricing-table field and the relevant content appears or disappears live.

This works with values entered directly in GetAccept, passed in through your CRM or updated through the public API.

Let’s say you discover during negotiation that what you thought was a standard deal has actually become much higher value. You can adjust the deal value to automatically show your Enterprise terms instead of standard terms, without needing to create a whole new contract..

So when the deal changes, you don’t need to rebuild the contract or manually fix every conditional section. Your existing rules keep the content aligned with the latest information.

You might send a contract or Deal Room from GetAccept. Or you might send it straight from your CRM.

Either way, once it’s sent, your team needs one clear place to collaborate, track updates and plan the next move.

Now, you can link a Slack channel when sending a Deal Room or contract from GetAccept, Microsoft Dynamics 365, HubSpot and our Chrome extensions for Pipedrive and Upsales.

When a buyer opens a Deal Room, completes a task, leaves a comment or signs a contract, your team can see it in the Slack channel connected to that deal. Think of it as your deal radar, right where your team already works.

Choose an existing Slack channel or create a new one during sendout. Once linked, your team can keep deal conversations, updates and follow-ups in the right Slack space without jumping between tools or copy-pasting links.

Here’s what’s new:

• Link from sendout: Connect a Slack channel when sending a Deal Room or contract
• Work from your flow: Available in GetAccept, Microsoft Dynamics 365, HubSpot and Chrome extensions for Pipedrive and Upsales
• Pick or create: Choose an existing Slack channel or create a new one
• Keep it optional: Skip Slack linking when you don’t need it
• Coming soon for Salesforce: Slack linking for Salesforce will follow soon

Less manual handoff. Fewer scattered updates. One smoother way to keep your team aligned after sendout.

PS: To use the latest Slack linking functionality from your integrations, make sure you’re running the latest version of the integration.

A great Deal Room should feel clear, polished and easy to read.

We’ve updated the Deal Room editor to make visual editing faster and more flexible.

You can now change section colors from visible swatches in the editor, instead of digging through extra menus. Hover over a color to preview it, pick from accessibility-approved presets, or use your saved brand colors when you need to stay on-brand.

We’ve also added more layout control to Media & text. Add extra spacing above and below, or use wide width when your content needs more room to breathe.

Here’s what’s new:

• Section color swatches: Pick colors faster from visible presets
• Live preview: Hover over a swatch to see the change before applying it
• Saved brand presets: Use entity-specific colors directly in the picker
• Gradient backgrounds: Add more visual depth to sections
• Media & text spacing: Choose None, Small, Medium or Large spacing
• Wide width: Give Media & text layouts more space when the default width feels too tight

Now it’s easier to create Deal Rooms that look sharp, feel on-brand and help buyers focus on the right content.

Until now, creating or updating your saved signature in GetAccept meant setting up a document and signing it first.

You can now manage your signature directly from Settings → My Profile:

• Draw your signature by hand on a canvas

• Type your name and have it styled for you automatically

• Preview your current saved signature before making changes

• Clear and start fresh whenever you need to

• Save and it applies to all future documents

API-first customers can now manage their saved signature independently, without creating a throwaway document in the core app.

Some Deal Rooms are short and sweet.

Others? They’ve got welcome sections, product details, customer stories, terms, whitepapers and onboarding plans all living in one place.

Now you can choose which sections appear in the Deal Room navigation menu.

With Manage section links, you can toggle sections on or off in the left navigation. This helps you keep the buyer’s menu focused on the sections that matter most, without removing content from the page.

A few things to know:

• Sections turned off in the navigation still appear on the Deal Room page unless you choose to hide them completely
• They still show up in room analytics
• Newly created sections are hidden from navigation by default

It’s a small control that makes bigger Deal Rooms easier to navigate. This is available in the new AI-native Deal Rooms only - upgrade to the new experience today.

Most rooms are built like filing cabinets. Everything is in there. But buyers have to figure out where to look.

You can now link directly to a specific page, section, file, meeting, contract, or action plan item – from anywhere in the room. Add a button in your content, drop an @-mention in the chat, reference a task in a comment. Wherever you're writing, you can point buyers to exactly where they need to go.

• Link to any part of the room from the link element: pages, sections, the action plan, files, meetings, contracts, updates, and the chat

• @-mention linking in all text elements, chat messages, comments, and MAP tasks. Simply type ‘@’ to reference any destination inside the room

• Customize the layout of your link elements with button only or with a text and/or an image

And when you change something in the room, AI can now write the update post for you, with clickable links to the sections that changed.

Available now in early access as part of the AI-native Deal Room experience coming later this year. Admins can activate it from the Upgrade room experience page. Not an admin? Share this help article with yours.

Staying on top of renewal and expiration dates across your contracts is now easier, with key information that comes to you automatically instead of you having to dig for it.

The new "Coming up next" section in AI Contract Management gives you an at-a-glance view of:

• Contracts renewing: auto-renewals happening within the next 30, 60, or 180 days

• Contracts expiring: contracts set to expire within the same window, so you always know what needs attention and when.

AI Contract Management is available as an add-on alongside standard contract management. Reach out to your account manager for a walkthrough.

Until now, when a rep asked Agentforce about a deal, the AI was working from a partial picture. It knew the CRM record. It could read meeting transcripts and action plan summaries.

With this release, Agentforce has full visibility into everything that happened in the Deal Room – the proposals reviewed, the assets a buyer came back to three times, the action items left untouched for two weeks.

• GetAccept now exports the full content of a Deal Room to Agentforce: every section, asset, and piece of structured content in the Deal Room is now accessible to Agentforce

• Complete deal context: meetings, action plan status, shared assets, and buyer engagement data are now available together, giving Agentforce everything it needs to answer deal-related questions accurately

When a rep asks Agentforce about a deal, the AI is now working from the complete buyer picture, not just what's stored in CRM fields or meeting notes.

Your CRM should show what’s happening in a deal, not just that a contract exists.

GetAccept activity events can now sync into the Microsoft Dynamics 365 timeline, giving your team a clearer view of buyer and document engagement directly in your CRM.

Admins can choose which contract and Deal Room events should appear in Dynamics.

That means reps and managers can see key activity like documents being sent, viewed, signed, downloaded or commented on, alongside Deal Room activity like visits, uploaded files, conversations and meetings.

Less jumping between systems. More context where your team already works.

Ensure you’re using the latest version of the integration to gain access.

PS: Using Salesforce instead? Activity timeline sync is available there too.

When you send an agreement to a Swedish signer, you've always been able to require electronic identification. Now, you can even select BankID Sverige directly, so the signer goes straight to Swedish BankID without having to choose among different eID methods.

What's included:

• New BankID Sverige option in the recipient eID picker, alongside All options, Finnish Trust Network (FTN), and MitID

• Signers on those recipients skip the eID method selection step entirely

• Available per template role for repeatable workflows

With this, Swedish BankID joins FTN and MitID as a fully forceable option, completing the set for Nordic cross-border deals.

Conditional logic lets you automatically show or hide parts of your digital contracts based on deal data, like including a GDPR clause only when the buyer is based in the EU.

It’s powerful. But building and testing those rules manually can get technical fast.

Now, GetAccept makes it easier to create conditional logic with AI. Just describe what you want in your own words, and GetAccept suggests the rule for you.

For example:

“Show this pricing section only when Product Type equals Enterprise.”

AI turns your instruction into a proposed rule. You review it, accept it and the rule is saved on your template. From there, documents created from that template inherit the rule automatically.

And now you can preview the result before using the template.

Template previews now respect conditional logic, so hidden blocks stay hidden and visible blocks appear as they would in a live document. With the new what-if panel, you can enter example values like deal amount, contact name or custom data and instantly see how the template renders for that scenario.

That means you can:

• Create conditional rules faster with AI
• Review and approve every AI suggestion before it’s applied
• Test different template scenarios without creating test documents
• Build more relevant documents without duplicating templates

Less manual setup for template builders.
Fewer document edits for sellers.
More relevant content for buyers.

Want to see it in action? Take the interactive tour or check out the help article for more information

Managing signing workflows with Norwegian BankID (NBIES) just got more flexible. We know that not every recipient on a document has the same access to eID methods, and until now, that meant limited options when one signer in a QES flow couldn't use BankID.

You can now enable handwritten signatures on a per-recipient basis for NBIES documents:

• New "Allow handwritten signature" toggle in the Edit recipient details modal

• Only visible when NBIES is active on the document

• Per-recipient – configure each signer independently

• Inline disclaimer in the modal explains the assurance-level difference

This gives teams working with Norwegian eID requirements a way to handle edge cases without removing NBIES from the whole document.