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GetAccept - Proposal generation for Salesforce

Send proposals faster and win more deals.

Overview

Create winning proposals at scale, empower your sales reps to close deals faster, and get real-time buyer engagement insights with GetAccept native app for Salesforce.

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See How GetAccept - Proposal generation for Salesforce Works

  • Speed up Proposal Creation & Delivery 🔴 Cut proposal creation time from hours to minutes with ready-made templates or a flexible editor—delivering stunning, mobile-friendly quotes effortlessly.

  • Collaborate & Engage 🟠 Bring your champion, decision-maker, and stakeholders together in one space to collaborate, negotiate, and finalize deals with in-document chat, comments, and video.

  • Salesforce as your single source of truth 🟢 Create, send, and track sales documents and conversations directly within Salesforce, ensuring seamless management. 🟢 Access signed contracts, buyer engagement insights, and performance dashboards.

  • Dynamic Salesforce quote creation 🔵 Showcase your configured product catalogs, bundles, pricing, and discounts within Salesforce, under any custom object, at any stage of the sales cycle.

  • Tracking & Analytics 🟣 Get real-time insights on buyer engagement with your proposals, map new stakeholders and monitor all activities from Salesforce

  • Easy to Implement & Adopt 🟠 No coding or external consultants needed to setup the integration. Easy configuration of products, bundles, prices & discounts to display neatly & accurately into dynamic pricing tables.

GetAccept Salesforce native app seamlessly pulls CRM data into templates to auto-generate personalized dynamic proposals - complete with video and live chat without ever leaving Salesforce. GetAccept fosters collaboration by bringing all stakeholders into one shared space, making it easy to engage, negotiate, and finalize deals with in-document chat, comments, and video. Smart recipient roles and easy access ensure proposals reach the right people without friction, while real-time engagement insights help sales teams track buyer interest and take action at the perfect moment. With automated workflows and clear visibility into proposal interactions, reps can win more deals faster.

Categories

Business Needs
Contract Management
Document Generation
Industries
Horizontal Product
High Tech
Professional Services
Personas
Administrator
Business Operations Manager
Sales Representative / Manager
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Agentforce
Agentforce solutions are customizable, conversational, AI assistants. They boost Salesforce user productivity in a safe way by facilitating everyday business interactions across a wide range of workflows and tasks. Learn More
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Agentforce
Managed Package

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