# Boost your efficiency with GetAccept for Salesforce

Seamlessly create, share, and track your sales proposals and contracts – without leaving your CRM. Accelerate signatures and effortlessly sync back to your Salesforce!

Demo VideoInteractive Demo

salesforce-integration-video-final-1 | HubSpot Video

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## Customers reaching new heights with GetAccept + Salesforce

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(1233+) **4.6** out of **5**](https://www.g2.com/products/getaccept/reviews?utm_source=review-widget "Read reviews of GetAccept on G2")

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Case study](/content/customers/la-redoute/index.html)

Céline Felix

Trade Marketing Sales Manager @ La Redoute

“With GetAccept, we professionalize our commercial approach by sharing dynamic content.”

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Case study](/content/customers/team-satchel/index.html)

Finley Berry

Rev and Sales Ops Engineer @ Satchel

“Switching to GetAccept gave us control over, and trust in, what the sales team are actually sending out.”

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Case study](/content/customers/goodlord/index.html)

Leigh Marsh Horgan

Business Systems Analyst @ Goodlord

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

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Case study](/content/customers/cheq/index.html)

Meghan LaMountain

Global Sales Enablement Manager @ Cheq

“Throughout our process, including a lot of customizations, the team at GetAccept was there to guide us and really went above and beyond to get us up and running.”

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Case study](/content/customers/socialtalent/index.html)

Gabby Ziolkowska

Revenue Operations Manager @ SocialTalent

“We can honestly say that GetAccept is one of the best products in our revenue tech stack.”

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Case study](/content/customers/dealfront/index.html)

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Carolina Bräuninger

Senior Strategic Account Executive EMEA @ Dealfront

“Since I started using GetAccept, my sales process and communication with my prospects are way more project and solution-oriented. They know where to find the content they need, and I can focus on providing solutions.”

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Case study](/content/customers/salesscreen/index.html)

Remi Morken

Senior Vice President of Sales @ Salesscreen

“This is a way for you to control the narrative. To make sure your reps are sticking to the process, adopting the principles you’ve set, and helping your customers to experience value instead of just product pitching.”

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Case study](/content/customers/sunday/index.html)

Eloïse Colas

Senior Revenue Operations Manager @ Sunday

“Sunday’s offering is complex and spans multiple countries. Thanks to GetAccept, creating and sending a contract takes less than five minutes. Without this level of automation, we couldn't scale.”

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Case study](/content/customers/dividebuy/index.html)

Scott Winstanley

Head of Marketing & Sales Enablement @ DivideBuy

“How can I make their lives easier and where can I save time? We use GetAccept. It has a native, seamless integration with Salesforce.”

### Book a personalized demo of the GetAccept + Salesforce integration

Schedule a time

## Bye-bye to admin overload

End the boring admin work, data entry, and manual tracking. Automatically populate sales documents and update your Salesforce opportunity status in real-time. Experience the magic of GetAccept’s automated workflows and 2-way sync, and let your team focus on what matters.

Tommaso

COO @ SmartPricing

“GetAccept helps us save over 10 hours of admin work per week.”

## Quick to quote, quick to close

Introducing a fast, powerful, yet easy-to-use CPQ experience. Automatically create eye-catching, modern proposals and contracts in seconds, regardless of quote complexity or customizations. GetAccept is responsive, catering to every device so your buyers can sign on the go or at their desks.

Gabby

Revenue Operations Manager @ SocialTalent

“Previously, I had to review and revise every single quote. But now, only one out of ten times needs my approval and revision. It’s a 9x faster quoting process for my team”

## Real-time pipeline and forecasting insights

Understand buying intent by tracking prospects’ interactions with your proposals. Get instant updates when they view the proposal, loop in new stakeholders, or sign the deal. Leverage these insights to identify hidden decision-makers, pivot quickly, and win more deals.

Klara

Account Executive @ Younium

“GetAccept allows me to map out the buying journey together with the prospect via a Mutual Action Plan and take multithreading to the level.”

## Full control and efficiency with customized workflows

Automate alerts and follow-ups for signed, rejected, or undeliverable documents. Customize workflows to meet unique process requirements. Set the signing order, approval rules, pricing guidelines, discounting threshold, and lock certain content when needed. Let your reps shine while maintaining a structured and monitored process.

Paul Etienne

Senior Customer Support and Operation @ Vertuoza

“GetAccept is 100% integrated into Salesforce. With this integration, my sales team can now create and send quotes directly from Salesforce with all the data from the account and the opportunity.”

## Flexible, customizable, and faster time-to-value

Connect GetAccept to your Salesforce CRM – no coding required! Benefit from a powerful yet easy-to-implement integration. We enhance your Salesforce experience without the technical hurdles. Maximize your reps’ time for building relationships and closing more deals by minimizing their time getting used to new tools.

Goodlord

Sales Operations Manager

“It only took one training session for our sales team to start using GetAccept’s Salesforce integration.”

## Salesforce as your single source of truth

Leverage automation and workflows to reflect customer and opportunity updates in Salesforce – in real-time. Create, send, and track all your sales documents and conversations directly from within Salesforce. Access signed documents, prospect interactions, and performance dashboards, maintaining data hygiene and integrity in your CRM.

Meghan

Global Sales Enablement Manager @ Cheq

“We use GetAccept within our existing Salesforce environment to streamline the sales cycles without adding extra admin work for Account Executives.”

## GetAccept is a trusted Salesforce ISV partner

As a Salesforce ISV partner, we provide our customers with more insightful support, compliance with Salesforce’s safety guidelines, and a feature roadmap that aligns better with Salesforce’s development. [Learn more about our partnership and products!](https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000E1Z2sUAF)

## Keep Salesforce in sync with your deals

Save time and act faster on real buyer signals. Whether it's a signed contract, a key milestone, or a stage change on either side, your CRM and Deal Room move together automatically. No manual work needed.

- Auto-advance pipeline stages as certain milestones are hit or the Deal Room stage is updated
- Mark deals won the moment contracts are signed
- Trigger follow-ups when a buyer returns to your Deal Room
- Mirror live deal data in reports and dashboards

## Manage, create & analyze deals using Agentforce

Get engagement insights and view, create & send content directly from Agentforce. Try prompts such as

- “Create a contract for this opportunity”
- “Which GetAccept Contracts and Deal Rooms had activity this week and are set to close this month?”
- “Who’s the most active decision-maker in this account?”

[Read more](/content/blog/ai-that-actually-understands-your-deal-introducing-getaccept-for-agentforce/index.html)

## Power up your Salesforce

[**Electronic signatures for Salesforce** \
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Simplify your sales workflows and speed up deals with intuitive electronic signatures, all within your Salesforce.\
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Learn more](/content/product/electronic-signatures/index.html) [**Document generation for Salesforce** \
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Power your sales process with dynamic document generation, streamlining creation, approval, sharing, and e-signing within Salesforce.\
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Learn more](/content/product/proposal-software/index.html) [**Fast and accurate quote delivery for Salesforce** \
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Create quotes, negotiate pricing, and approve discounts effortlessly with GetAccept QuoteGen for Salesforce. Enhance and extend Salesforce CPQ and Product Library data.\
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Learn more](/content/quotegen-for-salesforce/index.html) [**Tracking and analytics for Salesforce** \
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Gain unique insights for your data-driven sales strategies with tracking and analytics directly from Salesforce.\
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Learn more](/content/product/tracking-and-analytics/index.html)

## Start wowing buyers and hitting quotas now

Book a demo

## Frequently asked questions

- ### What does it mean to be a Salesforce ISV partner?

Being a Salesforce ISV (Independent Software Vendor) partner means that Salesforce has recognized GetAccept for developing complementary software that adds value to the core Salesforce platform. It ensures that our integration meets Salesforce's strict quality, security, and compatibility standards.

- ### How does GetAccept optimize and increase the adoption of Salesforce?

GetAccept enhances the Salesforce experience by introducing seamless document management, electronic signature capabilities, and advanced analytics. By providing these functionalities directly within Salesforce, users find it more efficient, leading to increased adoption and optimized platform usage.

- ### Where do I find the latest integration version?

The latest GetAccept and Salesforce integration version is available for download on the Salesforce AppExchange page.

- ### Can I customize GetAccept's features within Salesforce?

Yes. GetAccept's Salesforce integration is built for flexibility, allowing businesses to tailor features and workflows to meet their unique requirements, enhancing the CRM experience.

- ### What type of support does GetAccept offer for its Salesforce integration?

As a Salesforce ISV partner, GetAccept provides insightful support for its Salesforce integration, ensuring that users get the best experience and quick solutions to any queries or issues.

- ### Do I need to buy electronic signatures separately?

No, when you integrate GetAccept with Salesforce, legally-binding, ESIGN, and UETA-compliant electronic signatures are included. You can benefit from seamless document signing without extra additional costs or purchases.

- ### Can I get a demo of GetAccept's Salesforce integration?

Glad you asked! You can request a demo to witness firsthand the power and efficiency of GetAccept's integration with Salesforce, ensuring it aligns with your sales objectives. You can Book a personalized demo now!
