How Goodlord slashes admin maintenance with a deep salesforce integration

GetAccept is the one system I don’t have to think about. It just runs, and that makes my life much, much easier.

Leigh Marsh Horgan
Business Systems Analyst

At a glance

Goodlord is a tenancy management software supporting thousands of letting agencies across the UK. It integrates with agencies' CRM to help agents manage the entire tenancy process in one place, from sending the offer letter through to rent collection.

Goodlord first chose GetAccept for its sharing and e-signing capabilities in 2017. In the past five years, GetAccept has been an active part of Goodlord’s digital transformation journey, continuing to support as the business scales.

Currently, Goodlord uses GetAccept and its Salesforce integration to cover the entire journey, from generating contracts and sharing them with buyers to tracking engagement and e-signing. It's not just sales that benefit from the integration. GetAccept is also used by other teams at Goodlord and Vouch, a Goodlord company.

Overview

Goals

• Simplify and standardize contract workflows to reduce administrative burden.
• Lower contract error rates and eliminate delays caused by incorrect templates.
• Enable reps to generate, send, track, and store contracts directly within Salesforce.

Highlights

• Reduced contract templates from around 30 to just 3, simplifying selection and setup.
• Cut contract errors from 10–20% per month to just 2–3 problematic contracts.
• Enabled low-admin contract management requiring minimal ongoing configuration.
• Allowed reps to send contracts directly from Salesforce opportunities with little training.
• Automated content display and pricing tables based on Salesforce data for consistent formatting.
• Stored and tracked contracts directly within Salesforce for better visibility and control.

Key Challenges

Goodlord’s contract workflow previously relied on multiple tools, forcing reps to create documents in one system and manually upload them into another for signing. This slowed negotiations, created extra admin steps, and made it difficult to track recipient activity.

Their contract setup had also become increasingly complex. With around 30 templates, choosing the correct one and ensuring the right data was populated created a large margin for error. 10–20% of contracts each month required corrections, and recalls for new business prospects introduced friction that could impact deal momentum.

Goodlord needed a simpler, more reliable workflow that reduced admin, lowered error rates, and was easy for end users to adopt.

Why GetAccept

Goodlord evaluated solutions with several criteria in mind:

• A strong, reliable Salesforce integration
• Low admin intensity
• High end-user friendliness
• A partner committed to product development
• A cost-benefit ratio that makes sense

Key successes

Streamlined contract setup: from ~30 templates to 3

This resulted in:

• fewer touchpoints in the process
• consistent formatting and cleaner documents
• a major drop in errors - from 10–20% to just 2–3 problematic contracts since the update

Reduced risk and fewer delays

With fewer templates and less manual selection, the room for error is dramatically smaller. Incorrect contracts no longer slow down internal teams or risk delaying new business deals.

A low-admin tool that “just works”

Goodlord repeatedly emphasized how little maintenance GetAccept requires.

They rarely need to touch the configuration, updates are minimal, and the integration handles the heavy lifting. What previously took 3-4 hours in a bad month now amounts to only 4-5 hours per year.

Simple onboarding and ease of use

Reps can send contracts immediately after receiving access. The process sits clearly on the opportunity in Salesforce, and documentation is rarely needed. When Goodlord acquired Vouch, the new sales team required just one training session.

Flexible template setup through Salesforce integration

Goodlord uses three pricing tables for each contract: chargeable line items, included products, and additional services. Thanks to the tailored way of showing content based on information in Salesforce, field and line items always appear in the correct order.

Improved accuracy and consistent document formatting

The new setup eliminates issues such as overflowing text, broken layouts, character limits, and spacing problems. Keeping logic in Salesforce ensures output is consistently clean and reliable.