Dynamic Salesforce quote creation made simple

Dynamic Salesforce quote creation made simple

Experience precision at speed with GetAccept QuoteGen for Salesforce. Let your reps streamline the entire journey, from quoting to e-signing, all within Salesforce.

Welcome!

Learn how to auto-create quotes using your Salesforce product data and update it directly within Salesforce.

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Quick quote creation

Create modern, attention-grabbing quotes in seconds, regardless of the quote complexity with GetAccept QuoteGen. Seamlessly display your configured product catalogs, bundles, prices, and discounts in Salesforce under any custom object at stage in the sales cycle.

Flexible and highly customizable workflows

Tailor GetAccept integration with customized workflows to fit your sales process. Set the signing order, approval flows, pricing guidelines, and discounting threshold, and lock certain content when needed. Let your reps shine while maintaining a structured and monitored process, and free your RevOps from repetitive admin work.

Real-time tracking and collaboration

Collaborate effortlessly with internal and external stakeholders by chatting, commenting, and editing proposals or contracts in real-time, without the need for new versions. Get instant updates on recipient activities in Salesforce to identify decision-makers, adapt swiftly, and close more deals.

Smooth automations and 2-way data syncing

Eliminate errors and generate proposals instantly with custom CRM data. Once contracts are signed via GetAccept e-signature, all recipient-filled information—billing details, tax numbers, and more—syncs automatically to Salesforce, with real-time opportunity stage updates. Harness the power of automated workflows and 2-way sync to keep your team focused on what matters.

Easy to implement and intuitive to use

Quickly connect and configure GetAccept QuoteGen within your Salesforce CRM without coding or external consultants, enhancing Salesforce's capabilities seamlessly. Its intuitive design enables reps to onboard in a single day, boosting confidence and increasing adoption of underused Salesforce features like CPQ or CPQ+.

“We’ve improved the data accuracy, increased the quoting speed by 9 times, and finally fully utilized our Salesforce CPQ since we adopted GetAccept QuoteGen for Salesforce.”

Gabby Ziolkowska

Revenue Operations Manager @ SocialTalent

“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.”

Meghan LaMountain
Global Sales Enablement Manager @ Cheq

“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.”

Eloïse Colas

Senior Revenue Operations Manager @ Sunday

Advanced quoting with GetAccept QuoteGen

Let Senior Product Manager Tarek guide you through seamlessly managing complex quoting setups with GetAccept QuoteGen, creating stunning, fast, and responsive quotes with ease.

Frequently asked questions

GetAccept QuoteGen seamlessly integrates with Salesforce, enabling users to create branded, dynamic quotes. GetAccept QuoteGen also helps Salesforce users update their quotes without sending a new one. As the deal progresses, users can update the pricing and product items within Salesforce, and these changes will be updated and reflected in real-time on the quote.

GetAccept QuoteGen is easy to implement, flexible to customize, and easy to use. Customers using GetAccept QuoteGen don’t need an internal tech expert or an external Salesforce (or SI) consultant, avoiding any possible technical hurdles.

GetAccept stands out from the crowd for its intuitive user experience, dedicated support, strong branding capabilities, competitive pricing, and more.

GetAccept QuoteGen is an included functionality in GetAccept’s Salesforce integration, and there are no additional costs based on the number of quotes you send out. Check our pricing page to see which plan suits you the best.

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

Yes! 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.