What it is
GetAccept, founded in Sweden, puts what a buyer needs to decide in one digital sales room: proposal, quote, contract, personalized videos, a shared action plan and chat with the rep. It includes e-signature and integrates with CRMs such as Salesforce, HubSpot and Pipedrive. It's built for B2B teams with multi-step deals and several stakeholders on the buyer's side.
How to use it
- Create a digital room per deal with the proposal, contract and materials.
- Record personalized videos to walk each buyer through the proposal.
- Share an action plan with tasks and dates for both sides.
- Collect e-signatures from everyone who needs to approve.
- Gauge interest with open alerts and room activity.
What it's good for
- A software company selling to buying committees that all need to see the same information.
- A managed services provider guiding the close and onboarding with a shared plan.
- A Salesforce sales team that wants proposal, contract and signature in one flow.
Pros
- Proposal, contract, video, chat and signature in one space
- Mutual action plans shared with the buyer
- Native integrations with Salesforce, HubSpot and Pipedrive
Cons
- Built for complex B2B sales; overkill for simple quotes
- Full-featured plans are quote-based
