Notifications & Reminders in your Digital Sales Room | GetAccept
Automate your proposal workflow
Did your prospect forget your quote? Deal stalled because you forgot to follow up? Never again. Automate your reminder workflows and get notified about every document interaction.
Automatic reminders
Conversation starters
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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.”
William Imperiale
Product Manager @ Labaton Sucharow
“GetAccept unlocked a whole new level of scale for us. It helped us to reach these new heights where we’re dealing with tens of thousands of people all at once.”
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.”
Mikko Honkanen
CEO & Co founder @ Vainu
“GetAccept helps our salespeople know when to contact their clients, and whom. With better insights, the tool helps us prioritize our time and close more deals!”
Record video reminders
In a digital-first world, nothing beats a personalized video. Takes less than a minute, from your desktop or mobile, to record and send a short video reminder that moves the deal forward.
Real-time notifications
Did your prospect open, view, comment, forward, download or sign your document? Don’t lose a minute to act upon interactions. GetAccept notifies you on email or mobile in real time.
Customize reminder workflows
Are you waiting for a prospect to open your document, or expecting stakeholders to sign the contract? Customize your reminder workflows, cadence, and message templates depending on your deal stage.
Automate more than just reminders
Check out our automations page to see the 600+ tools you can connect with when using GetAccept to reduce as much manual work as possible in your sales process.
FAQ
How do automatic reminders and notifications help sellers?
Sales reps spend too much time on manual tasks and too little on sales-oriented activities - in fact, only 36% of their time is spent selling. Automating reminders allows reps to save time by manually writing and sending reminders and also prevents them from forgetting actually following up with prospects. Notifications, on the other hand, allow reps to act straight away once a prospect has engaged with their sales content or proposal to push the deal at a faster pace.
Can I customize the content of the automatic email & SMS reminders?
Yes! In the account settings, you can edit the subject line and message copy of the automatic reminders going out by email, chat and SMS. You can also use merge tags in the email copy for more personalization.
Are automatic reminders and notifications included in all plans?
Email reminders and notifications are included in all plans. Reminders delivered by SMS are only included in our Professional and Enterprise + plans.
What cadence can I set for automatic reminders?
You can set an initial reminder x amount of days after sending, for a document that is not opened or a document that is not signed. You can then set a reminder frequency every x amount of days until the document is opened or signed, or until the expiration date has been reached.
What specific triggers can I get notified about?
You can get a notification when your document is viewed, commented on, signed, rejected, could not be delivered, was downloaded, was printed, has expired, and attachment is opened. You can also get notified by email when the document is opened by someone who is not in the recipient list, thus identifying new viewers.
Start wowing buyers and hitting quotas now
Remi Morken
Senior Vice President of Sales
"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."
See GetAccept in action
During your personalized live demo, we’ll show you how to boost your win rates and wow your customers with the best digital sales experience.
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- Schedule a time
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