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GetAccept Features

What are the features of GetAccept?

Platform

  • Custom Branding
  • User, Role, and Access Management
  • Performance and Reliability

Signature Process

  • Document Signing
  • Reminders and Expirations
  • Sign-In Process
  • Mobile Signatures
  • Signature Workflow
  • Bulk Digital Signatures
  • Reporting
  • Signature Document Creation

Security and Scalability

  • Regulatory Compliance
  • Signature History and Audit
  • Enterprise Scalability

Administration and Platform

  • Alerts and Notifications

Technology Glossary Features

View full feature definition

View definitions of the features and discover new technology terms.

Filter for Features

Platform

Custom Branding

Based on 285 GetAccept reviews and verified by the G2 Product R&D team. Custom branding can be applied through signature process
83%
(Based on 285 reviews)

User, Role, and Access Management

Based on 276 GetAccept reviews and verified by the G2 Product R&D team. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
85%
(Based on 276 reviews)

Internationalization

Based on 230 GetAccept reviews and verified by the G2 Product R&D team.
83%
(Based on 230 reviews)

Performance and Reliability

Based on 292 GetAccept reviews and verified by the G2 Product R&D team.
88%
(Based on 292 reviews)

Integration APIs

Based on 226 GetAccept reviews and verified by the G2 Product R&D team.
82%
(Based on 226 reviews)

To which systems have you integrated this product

Not enough data

E-Signature

As reported in 168 GetAccept reviews. Allows the signor to easily and intuitively sign documents.
93%
(Based on 168 reviews)

Proposals

Allows users to easily assemble custom fields and variables into reusable templates to automate the proposal creation process. This feature was mentioned in 155 GetAccept reviews.
90%
(Based on 155 reviews)

CPQ

Provides users with configure, price and quote capabilties. This feature was mentioned in 115 GetAccept reviews.
84%
(Based on 115 reviews)

Video Proposals

As reported in 140 GetAccept reviews. Allows users to attach video proposals within the virtual sales room.
88%
(Based on 140 reviews)

Content Sharing

Allows users to share relevant marketing content such as whitepapers, studies, and demos within the virtual sales room. This feature was mentioned in 129 GetAccept reviews.
88%
(Based on 129 reviews)

Content Management

As reported in 146 GetAccept reviews. Provides users with a repoistory of relevant content to share with clients.
86%
(Based on 146 reviews)

Chat

Allows users to chat with prospects within the virtual sales room. 158 reviewers of GetAccept have provided feedback on this feature.
88%
(Based on 158 reviews)

Signature Process

Document SigningView full feature definition

See feature definition
Based on 488 GetAccept reviews and verified by the G2 Product R&D team. Allows signor to easily and intuitively sign documents
93%
(Based on 488 reviews)

Reminders and Expirations

Based on 480 GetAccept reviews and verified by the G2 Product R&D team. Reminds signors of documents that are waiting to be signed and document expiration dates
90%
(Based on 480 reviews)

Sign-In Process

Based on 480 GetAccept reviews and verified by the G2 Product R&D team. Process of authenticating is secure and seemless
91%
(Based on 480 reviews)

Mobile Signatures

Based on 366 GetAccept reviews. User can easy send and sign documents on mobile devices
85%
(Based on 366 reviews)

Signature Workflow

Based on 456 GetAccept reviews and verified by the G2 Product R&D team. Sendor/Adminstrators can easily set up and track documents through multiple signature steps
89%
(Based on 456 reviews)

Bulk Digital Signatures

Based on 292 GetAccept reviews and verified by the G2 Product R&D team. Send documents requiring signature to 1000's of signers at once
83%
(Based on 292 reviews)

Reporting

Based on 376 GetAccept reviews and verified by the G2 Product R&D team. Provides standard reports and easy creation of custom reports to manage signature process
83%
(Based on 376 reviews)

Signature Document Creation

Based on 430 GetAccept reviews and verified by the G2 Product R&D team. Easy to create signature blocks on all required electronic document types/formats
87%
(Based on 430 reviews)

Security and Scalability

Regulatory Compliance

Based on 370 GetAccept reviews and verified by the G2 Product R&D team. Meets required regulartory compliances
88%
(Based on 370 reviews)

Signature History and Audit

Based on 421 GetAccept reviews and verified by the G2 Product R&D team. Tracks all document signing history to comply with required regulations
89%
(Based on 421 reviews)

Enterprise Scalability

Based on 336 GetAccept reviews and verified by the G2 Product R&D team. Provides features to allow scaling for large organizations
87%
(Based on 336 reviews)

Document Creation

Customizability: Variables and Fields

Based on 260 GetAccept reviews and verified by the G2 Product R&D team. Define fields to pull in dynamic information.
82%
(Based on 260 reviews)

Template Creation and Flexibility

Based on 260 GetAccept reviews and verified by the G2 Product R&D team. Easily assemble custom fields and variables into reusable templates to automate the proposal creation process.
82%
(Based on 260 reviews)

Rich Media

Based on 219 GetAccept reviews and verified by the G2 Product R&D team. How well the platform supports images, audio, and video in proposals.
84%
(Based on 219 reviews)

Online Document Creation

Based on 242 GetAccept reviews and verified by the G2 Product R&D team. Create adaptive online documents for view via browser or mobile device.
85%
(Based on 242 reviews)

PDF Creation

Based on 249 GetAccept reviews and verified by the G2 Product R&D team. Create attractive PDF versions of proposals.
86%
(Based on 249 reviews)

Custom Branding

Based on 253 GetAccept reviews and verified by the G2 Product R&D team. Brand proposals and the application's portal with your company's logos and branding.
86%
(Based on 253 reviews)

Workflow

Document Builder InterfaceView full feature definition

See feature definition
Based on 234 GetAccept reviews and verified by the G2 Product R&D team. Easily search for and add elements to a proposal.
83%
(Based on 234 reviews)

Collaborative Creation

As reported in 195 GetAccept reviews. Multiple users can edit a single document.
85%
(Based on 195 reviews)

Assembly and Approval Workflows

Based on 196 GetAccept reviews and verified by the G2 Product R&D team. Automate workflows by routing documents to the correct individuals for adding content and approval.
85%
(Based on 196 reviews)

Analytics

Engagement Tracking

Based on 274 GetAccept reviews and verified by the G2 Product R&D team. Track who is looking at proposals and how often or for how long.
92%
(Based on 274 reviews)

Proposal Effectiveness Reporting

Based on 252 GetAccept reviews and verified by the G2 Product R&D team. Find out which pieces of content are performing best.
86%
(Based on 252 reviews)

Reporting and Dashboards

Based on 259 GetAccept reviews and verified by the G2 Product R&D team. Access pre-built and custom reports and dashboards on proposal volume and acceptance.
86%
(Based on 259 reviews)

Reporting

Based on 118 GetAccept reviews. Reports created by the user, custom or otherwise, that report on prospect interaction and helpfulness of the collateral
86%
(Based on 118 reviews)

Alerts

Based on 142 GetAccept reviews. Notification as to when a prospects interacts with a piece of collateral
89%
(Based on 142 reviews)

Account-Based Engagement

Based on 114 GetAccept reviews. The level of engagement for a specific account based on the presented collateral
87%
(Based on 114 reviews)

Content Utilization

How frequently sales teams use a particular piece of content and its effectiveness 31 reviewers of GetAccept have provided feedback on this feature.
84%
(Based on 31 reviews)

Administration and Platform

User, Role, and Access Management

Based on 258 GetAccept reviews and verified by the G2 Product R&D team. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
86%
(Based on 258 reviews)

Alerts and Notifications

Based on 285 GetAccept reviews and verified by the G2 Product R&D team. Program in-app and email notifications for approval milestones or actions.
88%
(Based on 285 reviews)

CRM Integration

Based on 233 GetAccept reviews and verified by the G2 Product R&D team. Push and pull data from CRM to build proposals and update statuses with clients.
81%
(Based on 233 reviews)

E-Signature Integration

Based on 251 GetAccept reviews and verified by the G2 Product R&D team. Couple accepting proposals and signing contracts together in one workflow.
89%
(Based on 251 reviews)

CPQ Integration

Based on 148 GetAccept reviews and verified by the G2 Product R&D team. Push and pull data from quote applications to build proposals.
80%
(Based on 148 reviews)

API / Integrations

Based on 173 GetAccept reviews and verified by the G2 Product R&D team. Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications.
83%
(Based on 173 reviews)

Contract Management Platform Features

Contract Creation

Based on 236 GetAccept reviews and verified by the G2 Product R&D team. Users can create new contracts within the platform using built-in document creation features.
88%
(Based on 236 reviews)

Contract Templates

Based on 228 GetAccept reviews and verified by the G2 Product R&D team. Create and access templates with to streamline contract creation, taking advantage of pre-written contract clauses and fields.
86%
(Based on 228 reviews)

Contract Editing

Based on 235 GetAccept reviews and verified by the G2 Product R&D team. Relevant contract stakeholders can edit, compare, and revise multiple versions of contracts.
82%
(Based on 235 reviews)

Contract Attachments

Based on 234 GetAccept reviews and verified by the G2 Product R&D team. Additional information, such as images, memos, and invoices, can be attached to contracts as supplemental resources.
86%
(Based on 234 reviews)

Contract Collaboration

Based on 199 GetAccept reviews and verified by the G2 Product R&D team. Internal and external users are able to collaborate on contracts through a shared web portal with messaging features.
84%
(Based on 199 reviews)

Approval Process

Based on 229 GetAccept reviews and verified by the G2 Product R&D team. Contract approvals processes can be streamlined, so that departmental workflows are integrated logically into the system.
89%
(Based on 229 reviews)

Notifications & Reminders

Based on 251 GetAccept reviews and verified by the G2 Product R&D team. Receive notifications and schedule reminders with alerts according to contract milestones.
89%
(Based on 251 reviews)

Contract Database

Based on 209 GetAccept reviews and verified by the G2 Product R&D team. Contracts can be stored in a central online repository with built in search capabilities.
84%
(Based on 209 reviews)

Integrations / APIs

Based on 182 GetAccept reviews and verified by the G2 Product R&D team. The contract management platform can integrate with CRM software to associate contracts with customer records, and with CPQ software to feed calculated quote details into the contract.
82%
(Based on 182 reviews)

Reporting & Dashboards

Based on 229 GetAccept reviews and verified by the G2 Product R&D team. Enable standard and ad hoc reports of contract statuses and timelines, and access live overviews of contract activities.
85%
(Based on 229 reviews)

Content Management

Content Import

Ability to import sales and marketing collateral built outside of the solution This feature was mentioned in 130 GetAccept reviews.
87%
(Based on 130 reviews)

Content Creation

Overall functionality of building unique sales and marketing collateral within the product This feature was mentioned in 129 GetAccept reviews.
84%
(Based on 129 reviews)

Templates

Pre-built templates for fast and simple content creation This feature was mentioned in 137 GetAccept reviews.
85%
(Based on 137 reviews)

Advanced Search

Ability to search through all content to easily find necessary collateral This feature was mentioned in 107 GetAccept reviews.
82%
(Based on 107 reviews)

Content Storage

Overall storage and organziation capabilities 128 reviewers of GetAccept have provided feedback on this feature.
87%
(Based on 128 reviews)

Presentation

Live Presentation

As reported in 81 GetAccept reviews. Ability to present to a prospect in-person
85%
(Based on 81 reviews)

Screenshare

Virtual presentation capabilities via sharing screens 68 reviewers of GetAccept have provided feedback on this feature.
86%
(Based on 68 reviews)

Mobile Presentation

The option to present live on a mobile device This feature was mentioned in 75 GetAccept reviews.
85%
(Based on 75 reviews)

Integrated Workflows

Task Management

Based on 61 GetAccept reviews. Automates in-system tasks and provides reminders and details for manual tasks for sales team members to complete.
80%
(Based on 61 reviews)

Email Tracking/Automation

Integrates tightly with email inbox and allows the scheduling and tracking of email outreach and correspondence. This feature was mentioned in 71 GetAccept reviews.
87%
(Based on 71 reviews)

Other Outreach Options

Provides relevant automation in sales channels outside of email and calls, like social media posts, SMS text messages and more. 38 reviewers of GetAccept have provided feedback on this feature.
76%
(Based on 38 reviews)

CRM Integration

Based on 66 GetAccept reviews. Provides two-way integration with sales CRM: (1) Tracking sales team actions and prospect responses and (2) Pulling CRM data to populate and personalize sales outreach.
81%
(Based on 66 reviews)

Calendar

As reported in 37 GetAccept reviews. Integrates with calendar software so users can seamlessly schedule calls.
70%
(Based on 37 reviews)

Repeatability and Reportability

Content Management

Retains and incorporates company-approved messaging and presentations into emails, calls, meetings, etc. This feature was mentioned in 63 GetAccept reviews.
85%
(Based on 63 reviews)

Workflow Management

Based on 66 GetAccept reviews. Orchestrates automated sales tasks and outreach across a number of channels (email, calls, social media, etc.) and/or integrated systems.
86%
(Based on 66 reviews)

Workflow Performance

Based on 66 GetAccept reviews. Reports on the effectiveness of an entire outreach workflow as well as the effectiveness of specific marketing materials, messaging, outreach tactics, and team members.
86%
(Based on 66 reviews)

Sales Coaching and Insights

Surfaces relevant insights about how a team member can perform better, either with improved sales techniques or prospect-specific hints. 65 reviewers of GetAccept have provided feedback on this feature.
82%
(Based on 65 reviews)

Gamification

Based on 57 GetAccept reviews. Provides gamifaction features to rank sales reps on performance
77%
(Based on 57 reviews)

Data Sources

Software

Integrate with software such as ERP or CRM to use data for document generation

Not enough data

Spreadsheets

Allows users to generate documents using information from spreadsheets

Not enough data

Documents

Ability to generate new documents using other documents in multiple formats

Not enough data

Generation

Templates

Include templates for various types of documents such as invoices or quotes

Not enough data

Automation

Automate document generation based on customizable rules

Not enough data

Branding

Allow users to personalize documents for branding purposes

Not enough data

Delivery

Workflow

Define and manage workflows for document distribution

Not enough data

Schedule

Create a schedule to deliver documents at predefined times

Not enough data

Batch

Provide the ability to generate and deliver documents by batch

Not enough data

AI and Automation

Lead Prioritization

As reported in 57 GetAccept reviews. Allows users to create lead prioritization rules to prioritize the msot important bueyrs and customers.
78%
(Based on 57 reviews)

Best Time of Day Scheduling

Provides features that allow users to identify and automate the best time to send out emails or other sales engagement communcations This feature was mentioned in 50 GetAccept reviews.
77%
(Based on 50 reviews)

Buyer Intelligence

As reported in 56 GetAccept reviews. Provides features that allow users to have insight into buyer profiles such as likelihood to respond to emails and calls.
80%
(Based on 56 reviews)

Deal Analytics

Engagement Tracking

As reported in 164 GetAccept reviews. Track who is looking at proposals and how often or for how long.
91%
(Based on 164 reviews)

Reporting and Dashboards

Based on 154 GetAccept reviews. Access pre-built and custom reports and dashboards on proposal volume and acceptance.
86%
(Based on 154 reviews)

Proposal Effectiveness Reporting

Find out which pieces of content are performing best. 144 reviewers of GetAccept have provided feedback on this feature.
86%
(Based on 144 reviews)

Administration and Security

User, Role, and Access Management

As reported in 153 GetAccept reviews. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
86%
(Based on 153 reviews)

Alerts and Notifications

As reported in 159 GetAccept reviews. Program in-app and email notifications for approval milestones or actions.
87%
(Based on 159 reviews)

Regulatory Compliance

As reported in 130 GetAccept reviews. Meets required regulartory compliances.
86%
(Based on 130 reviews)

Integrations

CRM Integration

Based on 134 GetAccept reviews. Provides features to intregate with CRM software.
81%
(Based on 134 reviews)

Internal Messaging Systems Integration

Provides features to integrate with internal messaging systems. This feature was mentioned in 104 GetAccept reviews.
83%
(Based on 104 reviews)

Support

Professional Support

Connects users with professional support teams to troubleshoot and finetune integrations. 15 reviewers of GetAccept have provided feedback on this feature.
96%
(Based on 15 reviews)

Community Support

Based on 11 GetAccept reviews. Provides public user forums for support questions and help.
91%
(Based on 11 reviews)

Documentation

Provides clear, effective documentation for API integrations. 14 reviewers of GetAccept have provided feedback on this feature.
92%
(Based on 14 reviews)

Functionality

Ease Of Integration

Empowers developers to intuitively integrate eSignature functionality for their applications. 13 reviewers of GetAccept have provided feedback on this feature.
91%
(Based on 13 reviews)

API Call Speed

Grants high speed API calls for efficient functionality. This feature was mentioned in 14 GetAccept reviews.
88%
(Based on 14 reviews)

Breadth Of Functionality

Based on 12 GetAccept reviews. Unlocks a wide variety of relevant functionalities such as document encryption, device agnostic document sharing, and more.
92%
(Based on 12 reviews)

Generative AI

AI Text Generation

Allows users to generate text based on a text prompt.

Not enough data

AI Text Summarization

Condenses long documents or text into a brief summary.

Not enough data

AI Text-to-Image

Provides the ability to generate images from a text prompt.

Not enough data

AI Image-to-Text

Converts images into a textual description, identifying key elements.

Not enough data

AI Text Generation

Allows users to generate text based on a text prompt.

Not enough data