At Paraglide, we leverage GetAccept to create Digital Sales Rooms that enhance the flow of deal information and context during the sales journey. This capability is crucial, especially since many of our customers are new to our services and need guidance on ROI through well-formed business cases and precise calculations.
Moreover, the meeting note summary feature proves invaluable as it automatically generates relevant content and business cases from our discussions. This level of automation refines our operations, enabling our representatives to follow up quickly and accurately. With substantial deals involving various stakeholders, having a dedicated room is vital to ensure that everyone is aligned on the ROI, particularly since key decision-makers might not always engage from the start.
We used GetAccept as our main e-signing and contract management tool for years. We are using Salesforce, and have been able to fully automate the creation of contracts in GetAccept based on Salesforce Opportunity Details, including the exact Opportunity Line Items defined in the CRM.
For us, this saves a massive amount of time for sellers to be able to create quotes in seconds with just a flew clicks, as opposed to manually trying to create quotes and contracts.
Our RevOps team has full control over creating templates in our branding and style, including legal text and similar. Our Sales teams work in Salesforce with the GetAccept module - when creating quotes, data is pulled in from Salesforce, and sales reps can edit some aspects of the quote.
For us, its very important with consistency in pricing and packaging, which we have achived with using GetAccept. Sales reps also appreciate being able to handle the entire contract flow without leaving their Opportunity view in Salesforce.
As customers I also have to highlight the customer service and support - the support are always quick to answer any questions or issues and our CS team at GetAccept are great to work with. As an admin I can be really stressful to experience issues in closing periods, and anytime we had any roadblock, the GetAccept team picked it up in minutes without any disruption to our closing motion. Its fantastic.
It’s rich in functionality, with strong automation and useful templates, while keeping a clear focus on interacting with signees and supporting the overall customer journey.
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