GetAccept Reviews & Product Details

I really appreciate how GetAccept helped us organize our content and create a more structured sales process. The ability to set up action plans, use templates, and track analytics in the deal room has been a game changer. The integration with HubSpot is easy to use, and I like the visibility into customer engagement. The editor for contracts, the ability to pull data with merge tags, and the overall smoothness of sending contracts from the deal room are standout features. The analytics, meeting summaries, and content management make it easy to see what works and where to improve. Review collected by and hosted on G2.com.

One area for improvement is the chat feature, which we rarely use because our customers prefer Slack. A native Slack integration for chat would be fantastic. Also, while the AI content feature was useful, I’m not sure it’s worth paying for at this stage since we have a secure ChatGPT environment. The lack of a native chorus integration for meeting notes means we still have to copy and paste, which could be smoother. Review collected by and hosted on G2.com.

The implementation is very simple. And the product is highly customisable. We can set up at the back end to make things easier for the users and keep things consistent. The automation also helps us populate the value of some fields with the information the client provides to us. This reduced some manual processes for our team. The client support is very helpful. They always respond in a reasonable timeframe. Review collected by and hosted on G2.com.

When an internal approver approves the document, the document cannot be edited if the client wants to make any modifications. But it's fairly common that the client wants to make further changes when they receive the document. We will need to create a new version and send the new version to the client. It's not a very smooth process. Review collected by and hosted on G2.com.

GetAccept is user-friendly for everyone who needs to interact with the software. I especially love the chat feature and how quickly and easily it lets you stay in touch with a prospect through a quick message. The support we receive is phenomenal. Review collected by and hosted on G2.com.

It would be nice to be able to edit templates within the app. Review collected by and hosted on G2.com.

I love how professional and standardized our proposals and request forms are with GetAccept. We appear ahead of the curve to customers and even to other departments internally because of how robust our implementation of it has been. I also love the Salesforce integration. It's an absolute game changer and our forms that used to be cumbersome pdfs sent via email now essentially fill themselves out based on case info and can be easily sent. Even beyond just the forms themselves, we have configured salesforce to automatically fill certain case fields and change case statuses based on the sending and receipt of GetAccept forms. I am not sure how we could have effectively automated so much of our processes without GetAccept. Review collected by and hosted on G2.com.

We have encountered a few issues with the SF integration regarding outgoing forms getting stuck in the draft status. There is an effective workaround, but it's caused us to spend a lot of time troubleshooting and we have had one or two problems when we didn't notice this occurred. Nothing too crazy though. Review collected by and hosted on G2.com.

We are now able to directly send a quote from our CRM (HubSpot), with just a few clicks. We've been able to configure it to pull in Product Line Items from a HubSpot deal AND have those items mapped to specific areas of the quote, which is very handy.

We also have been able to integrate GetAccept directly with our ChargeBee instance, so once a prospect or customer signs, we're able to have their subscription correctly set up automatically - saving our Finance Operations team countless hours. Review collected by and hosted on G2.com.

When we originally rolled this out, we needed our Sales Reps to make changes directly in the quote template itself which was a little clunky; the layout of the Quoting tool can perhaps be a little complex looking to a Sales user if they're having to make edits or build from scratch - however we address this by creating templates which require as few clicks as possible for a rep.

The setup settings can be a little hard to navigate at first without guidance. Review collected by and hosted on G2.com.

GetAccept has been a great tool for streamlining our document process. It’s easy to set up and update templates, which saves a lot of time, and I really like the additional features it offers compared to traditional e-sign platforms. The ability to monitor when and how customers are viewing documents gives valuable insight and helps us stay more engaged throughout the process. Overall, it’s user-friendly and highly effective.

Working with Kiera has been an excellent experience. She is always responsive and easy to reach, making communication smooth and efficient. Her accessibility and willingness to help have made the process much easier, and it’s clear she truly cares about providing great support. Overall, she’s been a pleasure to work with and a big reason for our positive experience. Review collected by and hosted on G2.com.

While GetAccept is a powerful and user-friendly tool overall, I did find that the platform can be a little difficult to navigate at first. Some of the features take a bit of time to get used to, but with a little training and practice, it becomes much smoother to work with. Once you get past the initial learning curve, the benefits definitely outweigh the challenge. Review collected by and hosted on G2.com.

Having a digital sales room allows me to have one place where I can house all documents and materials for customers. This greatly improves the customer experience. It's easy to use on our side as well. Review collected by and hosted on G2.com.

I like most things about GetAccept so I don't have any constructive feedback at this time. Review collected by and hosted on G2.com.

I really appreciate having a dedicated support rep to help me get everything up and running. They were even able to help me to build the integration and automations with our CRM, making it easy to maintain accurate data. The software us super easy to use and I am able to figure much of it out on my own. Other products we reviewed seemed way too complicated to manage on our own. Review collected by and hosted on G2.com.

I can't find any downsides at this time. Review collected by and hosted on G2.com.

The best thing is that the tools are actually being used by AEs. They use it all the time wether if its for proposal or signing a contract, or to share deal rooms or look at the engagement analytics to identify if the deals are trending up or not, GetAccept is a must have for our tool stack at Simployer. Review collected by and hosted on G2.com.

I cant think of anything really everything is meeting expectation. Review collected by and hosted on G2.com.

Our reps can work entirely within Salesforce without jumping between systems, as GetAccept has seamless integration with Salesforce. With automated workflows that save time and reduce errors, we're able to move opportunity stages based on different stages in GetAccept documents, and also send out documents from GetAccept automatically.

Another awesome feature in GetAccept is the real-time engagement tracking that gives our sales team visibility into when and how customers interact with proposals. GetAccept Customer support has been really good, our Customer Success Manager, Kiera, has been consistently responsive and quick to answer questions. Review collected by and hosted on G2.com.

Some advanced Salesforce customisation needed extra effort, though support was helpful. Review collected by and hosted on G2.com.