# Document generation software

**Create efficiency and scalability in your proposal process**

Why spend hours on repetitive tasks when GetAccept's document generation software makes it simple? Automatically produce accurate, consistent business documents in less time, without the hassle of manual work. Empower your team to create data-driven, engaging documents faster—boosting productivity and freeing up time to focus on what really matters.

Document generation software helps revenue teams to streamline the creation of business documents.

It empowers RevOps, sales enablement and marketing to come together to create dynamic, on-brand, high-performing proposal and contract templates.

By integrating with your CRM and existing data sources, the software automatically populates key details, ensuring every document is accurate, consistent, and professional.

### Scalable template creation

Create adaptable templates for proposals and contracts that your entire team can use. Scale your document processes with ease while ensuring every piece is consistent, professional, and perfectly aligned with your brand —saving time and effort.

### Custom fields and personalization

Easily personalize your documents with fields that pull real-time data from your CRM. Keep every proposal and contract tailored, accurate, and up-to-date, without the manual work.

### API Access for custom workflows

GetAccept’s API allows you to create custom document workflows, providing flexibility and ensuring the solution can adapt to your business's unique requirements.

### Collect e-signatures

GetAccept also includes built-in e-sign functionality, allowing you to send documents for electronic signature directly from the platform. This streamlines the signing process and ensures that documents are signed quickly and securely — from anywhere in the world.

## Why choose GetAccept's document generation software?

### Save time and reduce manual work

Automate repetitive document tasks, so your team can focus on what matters most — closing deals and building relationships, instead of creating documents from scratch for every deal.

### Ensure document accuracy

Mistakes in documents can be costly. GetAccept uses pre-configured templates, automated data entry, and CRM integration to reduce errors and maintain consistency.

### Boost team collaboration

We make it easy to create, share, and manage documents with many stakeholders. Real-time editing, chat, tracking, e-sign, and seamless sharing ensures everyone remains on track.

"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."

William Imperiale

Product Manager
@
Labaton Sucharow

## How to implement document generation software

### Step 1: Identify document types and needs

Determine which documents your team frequently creates, and identify which could be replaced with templates and dynamic data fields.

### Step 2: Set up templates

Design the necessary templates that include placeholders for data fields. Ensure they meet your branding requirements and document format standards.

### Step 3: Integrate with existing systems

Connect your document generation software to existing tools like your CRM or ERP to auto-populate document fields with current data.

### Step 4: Train your team and optimize workflows

Educate your team on how to use the templates and integrations effectively, ensuring a smooth transition and optimizing existing workflows.

## FAQ

- ### What types of documents can be generated automatically?

GetAccept can be used to create and send any type of contracts, proposals, invoices, agreements, and any other standardized business documents by using customizable templates.

- ### Can I integrate document generation software with my CRM?

Yes, GetAccept integrates seamlessly with popular CRMs like [Salesforce](/content/integrations/salesforce/index.html), [Microsoft Dynamics](/content/integrations/microsoft-dynamics/index.html) and [Hubspot](/content/integrations/hubspot/index.html), allowing you to create documents with up-to-date customer information automatically.

- ### How does document generation improve efficiency?

Automated document generation significantly reduces time spent creating and editing documents, allowing your team to focus on more impactful tasks while ensuring consistency and accuracy.

- ### Can I customize the document templates?

Absolutely. GetAccept’s document generation software allows you to create and customize templates to suit your specific business requirements, including adding custom fields and branding elements.

- ### Is it possible to track document status after generation?

Yes, GetAccept includes [tracking features](/content/product/tracking-and-analytics/index.html) that allow you to see when a document is opened, reviewed, and signed, as well as many more detailed insights such as time spent on each page of the document, number of visits and more. Providing complete transparency and control over your document processes.

## Read more about document generation

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**Scale your proposal creation process** \
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Empower your reps to quickly create deal-winning sales documents, and become truly data-driven with real-time engagement analytics.](/content/product/proposal-software/index.html) \
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**Secure, globally compliant e-sign solution** \
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Remove the friction from closing deals with legally binding signatures that make signing simple.](/content/product/electronic-signatures/index.html) \
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**Connect your tech stack** \
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Integrate GetAccept with your CRM or automate entire workflows to eliminate time-consuming tasks and make your sales process more efficient.](/content/integrations/index.html)
