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Description

Understand the fate of your sales collateral once you click send. Effectively manage how your materials are utilized, monitor how potential clients interact with them, and identify which assets contribute to closing deals successfully. Gain insights into who accesses your documents, which sections capture their attention, and to whom they share the files, providing you a clear indication of their level of interest. Optimize your efforts by concentrating on those prospects who actively engage with your content while gently encouraging those who are less responsive. Recognize the best moments to reach out and the topics to discuss, empowering you to make informed decisions that drive your negotiations forward. Made a mistake by sending the incorrect file? No need to panic; you can easily modify or replace it even after dispatching. Utilize features such as password protection, expiry dates, or access revocation to ensure your documents remain secure and are not misused. Attach offers valuable insights into your customers' interactions with your materials, helping you to effectively time and customize your follow-up for the greatest effect. Additionally, foster alignment between your sales and marketing teams through a centralized library of authorized content, ensuring everyone has access to the right resources for success. This comprehensive approach not only enhances collaboration but also streamlines the process of engaging potential clients.

Description

GetAccept is an all-in-one solution for e-signature, contract management, proposal creation, sales collateral management, document tracking and prospecting. Used by sales, HR, customer success and development teams; personal video messaging, live chat and analytics are popular features. Our Digital Sales Room has two powerful parts: a Deal Room (from first meeting to proposal) and a Contract Room (from proposal to signed deal). Deal Room: Boost your win rates by making collaboration between buyers and sellers easier – in one shared space. Upload sales collateral, create mutual action plans, and chat with your buyers in real time. Contract Room: Empower sales reps to become top performers and create stunning proposals in minutes. Start from scratch with our in-app editor, or use smart templates for interactive, branded contracts. With a comprehensive suite of features designed to increase win rates, GetAccept stands at the forefront of the digital sales transformation.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Wufoo Yes 
Zapier Yes 
AccessOwl No 
AdRoll No 
BlueSnap No 
CallMaker No 
Close No 
Freshsales No 
Google Drive No 
HubSpot CRM No 
HubSpot Sales Hub No 
Lime CRM No 
Microsoft Entra ID No 
SalesScreen No 
Salesforce No 
Slack No 
Teamtailor No 
TimePlan No 
Upsales No 
Zerolime No 

Integrations

Wufoo Yes 
Zapier Yes 
AccessOwl Yes 
AdRoll Yes 
BlueSnap Yes 
CallMaker Yes 
Close Yes 
Freshsales Yes 
Google Drive Yes 
HubSpot CRM Yes 
HubSpot Sales Hub Yes 
Lime CRM Yes 
Microsoft Entra ID Yes 
SalesScreen Yes 
Salesforce Yes 
Slack Yes 
Teamtailor Yes 
TimePlan Yes 
Upsales Yes 
Zerolime Yes 

Pricing Details

$10 per month
Free Trial No 
Free Version Yes 

Pricing Details

$25 per user per month
GetAccept has 4 pricing editions, from $25 to $79. A free trial of GetAccept is also available. Look at different pricing editions below and see what edition and features meet your budget and needs.

E-Sign
$25.00

The essential starter kit for smaller sales teams looking for an efficient contracting experience to close more deals.

Deal Room
Starting at $39.00

Our Deal Room is all about collaboration between buyers and sellers – in one shared space. Upload sales collateral, create mutual action plans, chat, and negotiate with your buyers in real time.

Contract Room
Starting at $49.00

Empower sales reps to become top performers and create stunning proposals and signable contracts in minutes. Start from scratch with our in-app editor, or use smart templates for interactive, branded contracts.

Full Suite
Starting at $79.00

The Complete Digital Sales Room. Collaborate seamlessly and close deals faster with our Deal Room and Contract Room – your secret weapon from sales opportunity to closed customer.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Cirrus Insight

Founded

2011

Country

United States

Website

attach.io

Vendor Details

Company Name

GetAccept

Founded

2015

Country

United States

Website

www.getaccept.com

Product Features

Email Tracking

A/B Testing No 
Audience Segmentation No 
Campaign Management No 
Event-Based Notifications No 
Location Tracking No 
Team Management No 

Sales Content Management

Audio / Video Recording No 
Audio File Management No 
Branded Sales Content No 
Centralized Sales Content Repository No 
Collaboration Tools No 
Content Recommendations No 
Email Management No 
Engagement Analytics No 
Interaction Tracking No 
Personalization No 
Sales Partner Management No 
Sales Training / Onboarding No 
Video File Management No 

Sales Enablement

Collaboration Yes 
Contact Management No 
Content Management Yes 
Document Management Yes 
Goals / Quota Management No 
Lead Management No 
Meeting Management No 
Performance Management No 
Presentation Management Yes 
Proposal Management Yes 
Territory Management No 
Training Management No 

Product Features

CPQ

2D Drawing No 
3D Modeling No 
Approval Workflow No 
Guided Selling No 
Product Configurator No 
Proposal Generation No 
Quotes / Estimates No 
Renewal Management No 
Self Service Portal No 
eCommerce No 

Digital Signature

Audit Trail Yes 
Authentication No 
Auto Reminders Yes 
Customizable Templates Yes 
Document Analytics Yes 
Mobile Signature Yes 
Multi-Party Signing Yes 
Progress Tracking No 
Task Progress Tracking Yes 

Proposal Management

Automatic Formatting Yes 
Calendar Management No 
Collaboration Yes 
Contact Management Yes 
Content Repository Yes 
Document Management Yes 
Electronic Signature Yes 
Knowledge Library Yes 
Pipeline Management Yes 
RFP Management No 
Requirements Management No 
Revision Management Yes 
Task Management Yes 
Templates Yes 
Version Control Yes 

Sales Content Management

Audio / Video Recording Yes 
Audio File Management No 
Branded Sales Content Yes 
Centralized Sales Content Repository Yes 
Collaboration Tools Yes 
Content Recommendations No 
Email Management No 
Engagement Analytics Yes 
Interaction Tracking Yes 
Personalization Yes 
Sales Partner Management No 
Sales Training / Onboarding Yes 
Video File Management Yes 

Sales Enablement

Collaboration Yes 
Contact Management Yes 
Content Management Yes 
Document Management Yes 
Goals / Quota Management Yes 
Lead Management No 
Meeting Management No 
Performance Management Yes 
Presentation Management Yes 
Proposal Management Yes 
Territory Management No 
Training Management No 

Sales Engagement

CRM Integration Yes 
Call Scripts / Call Steps No 
Email Sequences No 
Email Tracking / Automation No 
Lead Management Yes 
Reporting / Analytics Yes 
Sales / Voice Dialer No 
Sales Automation Yes 
Search No 
Task Management Yes 
Templates Yes 
Workflow Management Yes 

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