GetAccept’s proposal and quoting solution is designed to help sales teams across industries like SaaS, professional services, manufacturing, and B2B technology improve their proposal process.
The platform’s intuitive interface allows users to build branded proposals quickly while incorporating pricing details, contract terms, and key selling points, all in one dynamic document. By combining interactive content, video messaging, and real-time tracking, GetAccept enables sales reps to deliver engaging, personalized proposals that capture buyer attention.
Sales teams benefit from GetAccept’s powerful engagement tools, which provide insights into buyer activity, helping reps identify when to follow up and how to tailor their outreach. With integrated e-signature capabilities, deals are closed faster, reducing delays caused by lengthy approval processes.
Why this product is good
Positives of GetAccept Software
Product Details
What is GetAccept?
GetAccept helps sales teams streamline the quoting process by automating product configurations, pricing calculations, and proposal creation. Designed for fast-growing businesses, it enables users to generate accurate, customized quotes directly within their sales workflow.
Features include:
- Automated pricing and discounts
- Product configuration
- Seamless CRM integration
- Interactive proposals
- Analytics and tracking
Automated Pricing and Discounts: GetAccept automates pricing calculations to ensure sales teams provide accurate quotes without manual intervention. Businesses can eliminate quote errors and inconsistencies by setting predefined pricing rules, volume discounts, and conditional logic. This automation accelerates the quoting process and helps sales reps apply discounts strategically, ensuring they meet customer expectations and company profitability goals.
Product Configuration: GetAccept simplifies the configuration of complex product offerings by guiding sales reps through the quoting process. With built-in logic and customizable rules, sales teams can easily combine compatible products, services, and pricing options based on customer needs. This ensures that quotes are accurate, tailored to each buyer’s requirements, and free from costly configuration errors.
Seamless CRM Integration: GetAccept integrates seamlessly with leading CRM platforms like Salesforce, HubSpot, and Microsoft Dynamics. This integration ensures that customer data, product details, and deal progress are automatically synchronized, reducing manual data entry and improving data accuracy. With centralized sales information, reps can quickly generate quotes without switching between platforms, improving efficiency and maintaining a consistent customer experience.
Interactive Proposals: GetAccept enables sales teams to create interactive proposals, or digital sales rooms, that go beyond static PDFs. By embedding video introductions, personalized messages, and e-signature functionality directly within proposals, sales reps can engage prospects more effectively and create a memorable buying experience. This interactive approach fosters stronger buyer engagement, reduces friction in the decision-making process, and accelerates deal closures.
Analytics and Tracking: GetAccept provides detailed insights into buyer engagement, helping sales teams track when quotes are opened, viewed, or commented on. This real-time visibility allows reps to prioritize follow-ups and tailor their messaging based on buyer behavior. With data-driven insights, sales teams can identify key decision-makers, proactively address objections, and improve their win rates.
What are the advantages of using GetAccept?
GetAccept Benefits
There are many benefits to using GetAccept for proposals and quoting. A few of the most notable include:
- Streamlines the proposal and quoting process, allowing sales teams to generate accurate quotes and proposals faster, saving valuable time.
- Increases deal velocity by automating pricing, configuration, and document workflows.
- Enhances buyer engagement with interactive proposals that include video, messaging, and e-signatures.
- Better data visibility helps sales teams understand engagement and prioritize follow-ups.
- Integrates with leading CRM systems, ensuring that all customer data, quotes, and deal progress are synchronized for a smooth workflow across teams.
What industries are best suited for this solution?
GetAccept for Industries
GetAccept is designed to address the challenges facing companies in the technology and professional services industries. Here’s how it caters to them:
IT and Technology
Streamlining Workflows: GetAccept automates sales documents and approvals, and provides a central hub for sales content, making it easier for sales teams to manage their tasks.
Shortening Sales Cycles: By centralizing data from CRMs and offering customizable proposal templates, GetAccept helps sales teams create and send proposals more efficiently, leading to faster deal closures.
Providing Real-time Insights: GetAccept offers real-time insights into sales content performance and a centralized platform for stakeholder communication, enabling sales operations leaders to make data-driven decisions and improve collaboration.
Professional Services
Enhanced Client Engagement & Personalization: GetAccept allows for highly customizable sales content and personalized proposals. This fosters stronger client relationships by tailoring interactions and demonstrating a deep understanding of client needs.
Streamlined Proposal and Contract Management: The platform automates proposal creation and provides a dynamic product library for complex pricing structures. This significantly reduces administrative overhead and speeds up the contract process, allowing consultants to focus on delivering value.
Data-Driven Sales Optimization: GetAccept’s CRM integrations and data analytics provide valuable insights into customer behavior and sales performance. This empowers sales operations leaders to make informed decisions, optimize sales strategies, and improve efficiency.
Staffing and Recruitment
Fast, Accurate Document Creation: GetAccept helps staffing and recruitment sales teams automate proposal and contract workflows, ensuring faster and more accurate document creation.
Engage Top Talent: The platform enhances candidate engagement by enabling personalized video proposals, email reminders, and easy e-signatures, reducing delays.Improve Candidate Recruitment: Staffing teams benefit from real-time tracking and analytics, providing insights into candidate interactions and helping prioritize follow-ups to improve conversion rates.
Prices
GetAccept Pricing
GetAccept offers three pricing plans:
- E-sign ($25/user/month): Ideal for small sales teams needing a straightforward e-signature solution with basic features like automated reminders and video engagement.
- Professional ($49/user/month, minimum 5 users): Includes advanced tracking, team management, and sales engagement features like mutual action plans and product libraries.
- Enterprise: Tailored for larger teams, featuring contract management, CPQ, unlimited product storage, and integrations with multiple CRMs. Pricing is customized based on the team’s needs.
Is there anyone else out there?
Competitors and Alternatives to GetAccept
There are several GetAccept alternatives that companies in the IT, technology, and professional services industries should consider when searching for a quoting and proposal solution.
Top GetAccept Alternatives
DealHub
DealHub provides an intuitive CPQ solution tailored for modern sales teams. It helps businesses streamline the quoting process by automating complex pricing models, enabling easy configuration of products, and integrating seamlessly with CRM systems like Salesforce, Microsoft Dynamics, and HubSpot. DealHub also offers features such as DealRooms, contract lifecycle management, and e-signatures, making it a comprehensive solution that improves efficiency and speeds up the sales cycle. DealHub offers subscription management and billing for a complete quote-to-revenue solution and seamless data flow from sales to finance.
PandaDoc CPQ
PandaDoc combines document automation and CPQ to help sales teams create, send, and manage accurate quotes, proposals, and contracts. With an easy-to-use editor, PandaDoc allows teams to design personalized, dynamic quotes based on client requirements. The platform offers seamless CRM integrations, real-time document tracking, and legally binding e-signatures, streamlining the entire sales workflow and enhancing buyer engagement. It’s particularly beneficial for businesses looking for a simple, all-in-one solution.
Salesforce CPQ
Salesforce CPQ is a robust tool that integrates deeply with Salesforce CRM, enabling sales teams to quickly generate accurate quotes with pricing rules and discount structures. It simplifies the quoting process with guided selling, automating the configuration and approval of complex products. Salesforce CPQ also enables real-time collaboration across teams, enhancing the accuracy of quotes and accelerating deal closures with features such as advanced analytics and seamless integration with other Salesforce tools.
SAP CPQ
SAP CPQ is a cloud-based solution that simplifies the configuration, pricing, and quoting of products and services, particularly in industries with complex pricing models. It integrates with SAP’s larger ERP and CRM solutions, allowing for a seamless data flow between sales, finance, and operations teams. SAP CPQ provides customizable workflows, guided selling, automated approvals, and robust reporting features, making it ideal for large organizations that require scalability and efficiency in managing sales quotes and contracts.
PROS Smart CPQ
PROS Smart CPQ uses artificial intelligence (AI) and machine learning to help sales teams deliver optimized pricing and customized quotes based on real-time data. This solution helps companies automate their pricing strategies, ensuring that they offer the right price to the right customer at the right time. PROS Smart CPQ integrates with CRM and ERP systems and features advanced analytics, helping sales teams optimize their pricing strategies and increase win rates by providing smarter, more personalized sales quotes.
Valuable Insight From Real Customers
Gartner Peer Insights
Out of 36 reviews, GetAccept has a rating of 4.3 out of 5 stars on Gartner Peer Insights for its e-signature solution. In their reviews, users note its usefulness in tracking signatures. However, users are less satisfied with its CRM integrations. Note that the Gartner reviews other insights are not for its proposal and quoting solution.
The reviewers and customer demographics are as follows:
Reviewer’s Company Size
- <50M: 43%
- $50M-$1B: 29%
- $1B-$10B: 18%
- Over $10B: 8%
- Gov’t/PS/Ed: 2%
Reviewer’s Industry
- IT Services: 20%
- Services: 14%
- Healthcare and Biotech: 12%
- Finance (non-banking): 9%
- Other: 46%
Reviewer’s Deployment Region
- Europe, Middle East, and Africa: 47%
- Asia/Pacific: 26%
- North America: 24%
- Latin America: 2%
Gartner Peer Insights affirms that GetAccept is a user-friendly proposal and e-signature platform.
FAQs
Common Questions and Answers
GetAccept shortens the sales cycle by automating and streamlining key sales processes, such as proposal creation, document tracking, and approvals. Sales teams can quickly generate personalized proposals with pre-built templates, significantly reducing the time spent on manual document preparation. Real-time tracking of buyer engagement helps reps know when to follow up, while e-signature integration allows for faster contract closures, eliminating the need for additional paperwork.
The platform also fosters better communication by embedding chat, video, and messaging directly within proposals, helping sales teams address questions and objections quickly. Workflow automation streamlines the approval process, ensuring faster decision-making and reducing delays in moving deals forward. These features enable sales teams to close deals faster and move prospects through the sales funnel more efficiently.
GetAccept integrates with a variety of business applications to enhance the sales process and streamline workflows. Integrations include:
1. Customer Relationship Management (CRM) Systems
– Salesforce: GetAccept seamlessly integrates with Salesforce, enabling automatic syncing of customer data, quotes, and deal progress.
– HubSpot: This integration allows sales teams to manage contacts, track deal stages, and create proposals directly within HubSpot.
– Microsoft Dynamics 365: Syncs customer and deal information between GetAccept and Microsoft Dynamics to streamline proposal generation and sales workflows.
2. Billing and Payments Solutions
– Chargebee: Integrates with GetAccept to simplify billing, invoicing, and subscription management, automating the process of creating accurate quotes and contracts tied to subscription-based services.
– Stripe: Connects GetAccept with Stripe for seamless payment processing, helping sales teams manage transactions and billing directly within the platform.
Collaboration and Communication Tools
– Slack: GetAccept integrates with Slack to provide real-time notifications and collaboration within sales teams when proposals are viewed or signed.
– Microsoft Teams: Enables sales reps to stay connected with teams and clients while managing proposals, all from within the Microsoft Teams interface.
Andrew is a professional copywriter with expertise in creating content focused on business-to-business (B2B) software. He conducts research and produces articles that provide valuable insights and information to his readers.
