Top GetAccept features


GetAccept is more than just proposal software—it’s a complete sales engagement tool. With features designed to simplify workflows, boost conversions, and enhance collaboration, it helps sales teams close deals faster.
In this article, we’ll break down GetAccept’s top features and how they can improve your sales process. And if you’re evaluating different proposal tools, Dimmo can help you compare options and make the right choice with AI-driven insights.
What Is GetAccept?#GetAccept is an online proposal software designed to streamline sales communication and document management. It helps businesses create engaging proposals, track interactions, and close deals more efficiently.
At its core, GetAccept functions as a Digital Sales Room (DSR)—a central hub where sales teams can manage everything from initial proposals to final signatures. With a focus on collaboration and automation, it enhances the entire sales journey.
Key capabilities include:
- Automated sales document management – Create, send, and track proposals in one place.
- Personalized buyer interactions – Engage prospects with video messages, chat, and SMS communication.
- Contract and signature management – Store templates, manage contracts, and secure legally binding eSignatures.
- Seamless integrations – Connect GetAccept with your CRM and other tools to keep workflows smooth.
By providing a structured, interactive space for sales teams and buyers, GetAccept simplifies the sales process and helps close deals faster.
Pricing And Plans#GetAccept offers four pricing tiers to suit different business needs. A free trial is also available for those who want to test the platform before committing.
- eSign – Starts at $25 per user per month.
- Professional – Starts at $39 per user per month, with additional features for sales teams.
- Enterprise – Custom pricing available upon request.
- API (for developers) – Contact GetAccept for specific pricing details.
For businesses needing advanced functionality or custom solutions, GetAccept provides flexible pricing based on requirements.
Top GetAccept Features#GetAccept is packed with features that simplify the sales process, enhance engagement, and improve workflow efficiency. From automating proposals to tracking interactions, this software helps sales teams close deals faster. Here’s a closer look at what makes GetAccept a powerful tool.
Engage Your Prospects with Personalized Communication#Building strong connections with potential clients is easier with GetAccept’s engagement tools. You can send automated reminders, share personalized videos, and connect via live chat or SMS. These features help keep prospects engaged and moving through the sales process.
- Automated reminders ensure follow-ups happen on time.
- Video messages add a personal touch to proposals.
- SMS and live chat make real-time communication seamless.
While live chat and video messaging are available on all plans, SMS messaging is included only in the Professional and Enterprise tiers.
Create Custom-Branded Documents#GetAccept allows you to design sales documents that match your brand’s identity. With an easy-to-use editor, you can customize backgrounds, color schemes, and layouts to create professional and engaging proposals.
- Choose from a library of templates for quick setup.
- Add pricing tables, attachments, and custom branding.
- Save frequently used documents as templates for future use.
Once sent, you can track how prospects interact with your documents, gaining insights into what captures their attention.
Seamless eSignature and Signing Workflows#Closing deals is faster with GetAccept’s built-in eSignature functionality. Instead of relying on printed contracts and manual signatures, sales teams can send documents for electronic signing in just a few clicks.
- Legally binding eSignatures speed up the contract process.
- Multi-step signing workflows help manage complex approvals.
- SMS and email verification ensure document security.
These features eliminate delays, making it easier to finalize agreements without unnecessary back-and-forth.
AI-Powered Deal Scoring and Analytics#Not every deal moves at the same pace. GetAccept’s Deal Score feature evaluates how likely a proposal is to be signed, helping sales teams prioritize their efforts.
- Tracks document views and engagement levels.
- Provides insights into prospect behavior.
- Helps sales reps focus on high-potential deals.
This data-driven approach allows teams to adjust their strategies and improve closing rates.
Robust Security and Compliance Measures#Security is a priority in digital sales, and GetAccept includes multiple layers of protection to ensure your documents remain safe.
- Two-factor authentication adds an extra layer of security.
- GDPR and SOC2 compliance ensures data privacy.
- Single sign-on (SSO) simplifies user authentication.
- Adobe Trusted Certificate seals documents for authenticity.
For businesses operating in Nordic countries, GetAccept also offers eID verification and SMS authentication for additional security.
Extensive CRM and Software Integrations#A great sales tool should work seamlessly with your existing software. GetAccept offers multiple integrations to connect with your CRM and payment platforms.
- Works with HubSpot, Salesforce, Pipedrive, and more.
- Connects to payment processors like Stripe and Authorize.net.
- Offers API access for custom integrations.
With these options, your sales team can manage everything from one unified platform.
Collaboration Tools for Team Efficiency#Sales isn’t a one-person job. GetAccept enables teams to work together efficiently by providing shared workspaces and collaboration tools.
- Store sales collateral, templates, and contracts in one central hub.
- Allow multiple team members to access and edit proposals.
- Track team performance with reporting tools.
This makes it easier for teams to stay aligned and work toward common sales goals.
User-Friendly Interface and Accessibility#GetAccept is designed to be intuitive for both sales reps and clients. The platform’s simple layout ensures a smooth experience from document creation to deal closure.
- Easy-to-navigate dashboard for managing deals.
- Mobile-friendly design for on-the-go access.
- Clean UI that reduces the learning curve.
Some users find the mobile app interface slightly cluttered, but overall, GetAccept is rated highly for usability.
Reliable Customer Support#Good support makes a big difference when using sales software. GetAccept provides responsive customer service through multiple channels.
- Live chat support available Monday–Friday.
- Extensive help center with guides and FAQs.
- Strong user ratings for customer service on platforms like G2 and TrustRadius.
While support is not available 24/7, the help center and chat options provide quick solutions for most issues.
What Is GetAccept Used For?#GetAccept is designed to streamline sales processes by providing an all-in-one platform for managing documents, engaging prospects, and closing deals. It helps sales teams work more efficiently by automating tasks and improving buyer interactions. Whether you need to send proposals, track engagement, or secure digital signatures, GetAccept offers the tools to simplify each step. Here’s a closer look at how businesses use this platform.
Digital Signature#GetAccept provides a secure and legally binding eSignature solution, making it easy to finalize contracts and agreements online. Users can sign documents from any device, reducing delays in the sales process. The platform also supports multi-party signing, ensuring a smooth workflow for teams and clients. Compliance with global security standards adds an extra layer of protection.
Proposal Management#With GetAccept, sales teams can create, send, and track proposals in one place. The software offers customizable templates, allowing users to design professional and engaging documents. Real-time tracking features show when a prospect views or interacts with a proposal. Automated reminders help keep deals moving forward without manual follow-ups.
Sales Engagement Platform#GetAccept enhances sales communication by combining video, chat, and automation tools. Sales reps can send personalized messages and track buyer interactions to tailor their follow-ups. Built-in engagement features, such as live chat and video introductions, create a more interactive buyer experience. This helps increase response rates and improves overall deal conversions.
CPQ (Configure, Price, Quote)#The platform simplifies the pricing and quoting process, ensuring accuracy in every proposal. Sales teams can generate detailed quotes with automated calculations, reducing errors and saving time. Built-in pricing tables allow for easy adjustments and customization. This streamlines approvals and speeds up deal closures.
Sales Enablement#GetAccept equips sales teams with the tools they need to close deals faster. From training materials to real-time deal tracking, it provides insights to optimize sales strategies. AI-powered analytics help identify opportunities and improve decision-making. The platform ensures that sales reps always have access to the latest and most relevant content.
Sales Content Management#Managing sales materials is easy with GetAccept’s centralized content library. Users can store, organize, and share presentations, contracts, and case studies in one secure location. Version control ensures that teams always use the most up-to-date documents. Built-in analytics track how prospects interact with content, providing valuable insights for sales strategies.
GetAccept Benefits#GetAccept helps sales teams work smarter by automating tasks, improving engagement, and simplifying document management. It streamlines the sales process, reducing manual work and making it easier to close deals. Here are some key benefits of using GetAccept.
Faster Deal Closures#GetAccept speeds up the sales cycle by providing digital signatures, automated follow-ups, and real-time tracking. Sales teams can send proposals, monitor interactions, and receive instant notifications when prospects engage with documents. This reduces delays and ensures deals move forward without unnecessary back-and-forth.
Improved Buyer Engagement#With video messaging, live chat, and automated reminders, GetAccept keeps buyers engaged throughout the sales process. Personalized interactions help build trust and create a more interactive experience. These features make it easier to maintain communication and increase response rates.
Enhanced Document Control#Managing sales materials is simple with GetAccept’s centralized content library. Users can create, store, and share proposals, contracts, and presentations in one place. Built-in tracking shows how prospects interact with documents, helping sales teams refine their approach based on real-time insights.
Seamless CRM and Tool Integrations#GetAccept connects with popular CRM systems and business tools, making it easy to integrate into existing workflows. Whether using HubSpot, Salesforce, or Pipedrive, sales teams can access GetAccept’s features without switching between platforms. This improves efficiency and keeps all sales data in one place.
Secure and Compliant Transactions#Security is a top priority with GetAccept. It offers features like two-factor authentication, eID verification, and compliance with GDPR and SOC2 standards. These measures protect sensitive business data and ensure all transactions meet legal requirements.
Greater Visibility Into Sales Performance#With advanced analytics and AI-powered insights, GetAccept helps sales teams track performance and improve their strategies. Users can see which documents are being viewed, how prospects engage, and where deals may be stalling. This data allows teams to make informed decisions and optimize their sales efforts.
Who Should Use GetAccept?#GetAccept is designed for professionals who need to streamline their sales and document workflows. It is widely used across different roles and industries. Here are the top job functions that benefit from GetAccept:
- Sales & Business Development – Sales professionals use GetAccept to manage proposals, track engagement, and accelerate deal closures with automated follow-ups and eSignatures.
- IT & Software Development – IT teams and developers utilize GetAccept for secure document handling, contract management, and seamless integration with existing tech stacks.
- Other Industries & Roles – Marketing teams, consultants, and executives leverage GetAccept to enhance customer interactions, improve collaboration, and simplify document workflows.
Pros
- User-friendly interface – The platform is simple to navigate, making it easy for teams to get started without a steep learning curve.
- Highly rated customer support – Users consistently praise the support team for their responsiveness and helpfulness.
- All-in-one sales solution – GetAccept combines proposal management, eSignatures, tracking, and engagement tools in one place.
- Continuous improvements – The company actively seeks user feedback to refine and enhance its features.
Cons
- Limited support hours – Customer service isn’t available around the clock, which may be inconvenient for some users.
- No yearly reporting – The platform only provides monthly sales data, lacking an option for annual reports.
- Occasional integration issues – Some third-party integrations may not work as smoothly as expected.
What apps does GetAccept integrate with?
GetAccept supports integrations with popular tools like HubSpot, Salesforce, Pipedrive, Zapier, Stripe, and Authorize.net. It also offers API access for custom integrations.
What are the top 5 features of GetAccept?
The key features include eSignature functionality, CRM integrations, a drag-and-drop document editor, sales tracking and analytics, and personalized video messaging for better engagement.
What types of businesses does GetAccept serve?
GetAccept is widely used by sales teams, marketing professionals, IT departments, and business development teams across industries like SaaS, finance, real estate, and consulting.
How is GetAccept commonly used?
Businesses use GetAccept for digital contract signing, proposal management, sales content organization, customer engagement, and automating sales workflows.
Who are the primary competitors of GetAccept?
Some of GetAccept’s main competitors include DocuSign, PandaDoc, HelloSign, and Adobe Sign, which also offer digital signing and document management solutions.
Wrap-Up!#GetAccept is a powerful tool designed to streamline the sales process, enhance engagement, and simplify document management. With features like eSignatures, CRM integrations, and personalized communication options, it helps businesses close deals faster and more efficiently.
Whether you’re managing proposals, tracking sales activity, or improving buyer interactions, GetAccept provides a seamless experience tailored to modern sales teams. If you're exploring software solutions to optimize your workflow, consider using Dimmo to evaluate and compare different tools before making a decision.