If you run sales or revenue at a mid-sized B2B company, you’re probably drowning in tools promising transformation. Everyone’s got a “platform” that claims to solve your go-to-market headaches—digital signatures, document tracking, pipeline management, the works. But most of these tools sound better in the sales deck than in real life.
This is for folks who want an honest look at how Getaccept stacks up against other go-to-market (GTM) tools, especially if you’re not a Fortune 500 (and you don’t have a full-time admin just for your CRM). We’ll dig into the nuts and bolts—what’s essential, what’s just noise, and how to spot the “gotchas.”
What Does “GTM Tool” Even Mean?
Let’s clear the air. “GTM tool” is a squishy label. Some vendors use it to mean all-in-one sales platforms; others mean e-signature tools; some mean sales enablement. For this guide, we’re talking about tools that help you actually close deals: document management, e-signature, contract workflows, and some sales engagement.
Here’s what most mid-sized B2B teams actually need from a GTM tool:
- E-signature: Legally binding, idiot-proof for customers.
- Document tracking: Who opened what, and when? (So you’re not guessing.)
- Collaboration: Making it easy for sales, legal, and the customer to get on the same page.
- CRM integration: No extra data entry, please.
- Analytics: Basic reporting, not a PhD in Excel.
- Reasonable pricing: You shouldn’t need a board approval to sign up.
Let’s see how Getaccept and its main competitors stack up.
Meet the Contenders
Mid-market B2B teams usually look at these:
- Getaccept
- DocuSign
- PandaDoc
- HelloSign (now Dropbox Sign)
- Salesforce CPQ / Revenue Cloud
- SaaS sales engagement tools (think Outreach, Salesloft)
Some of these are focused; others are trying to be your sales Swiss Army knife. Here’s how they really compare.
Getaccept: What It Actually Does Well
Getaccept tries to bridge the gap between e-signature, document tracking, and light sales engagement. Think DocuSign, with more visibility and a few sales-focused extras.
Strengths: - Easy document tracking: You see who opened, viewed, or forwarded a document. This isn’t just “nice to have”—it’s gold for nudging deals along. - Built-in video and chat: You can embed video intros or chat in the doc. It’s not going to replace Zoom, but it makes your proposal stand out. - Sales workflows: Reminders, automated follow-ups, and templates help keep deals moving. - Integrations: Out-of-the-box connectors for CRMs like Salesforce, HubSpot, and Pipedrive. It’s not exhaustive, but it covers the big ones. - Deal rooms: One link with all your docs, notes, and chat—a decent way to avoid endless email chains.
Where It Falls Short: - Not a full CRM: It pulls data from your CRM, but you can’t run your pipeline here. - Customization: You can tweak templates, but don’t expect deep branding or workflow logic without extra work. - Learning curve: The interface isn’t rocket science, but you’ll need to train the team. Some features are hidden unless you dig.
Pro tip: Don’t buy Getaccept if all you need is a basic e-sign tool. You’ll pay for features you won’t use.
DocuSign: The Old Reliable (With Baggage)
DocuSign is everywhere. If all you want is a legally binding signature, it’s safe, boring, and does the job.
Why People Choose It: - Trust: Legal, compliant, and recognized by pretty much everyone. - Integrations: It plugs into just about anything, though sometimes with extra fees. - Simplicity: Minimal training, minimal headaches.
Drawbacks: - No sales extras: You’re just sending docs for signature. No tracking, no engagement, no analytics beyond “signed/not signed.” - Price creep: It gets expensive fast, especially if you need more than vanilla features. - Zero collaboration: Forget chat, video, or deal rooms.
Bottom line: If your sales team just needs folks to sign, DocuSign is fine. But if you want visibility or engagement, it’s a dead end.
PandaDoc & HelloSign: Middle Ground
Both PandaDoc and HelloSign aim for the space between DocuSign’s simplicity and Getaccept’s sales extras.
PandaDoc: - Templates galore: Great if you send lots of proposals or contracts. - Decent tracking: You’ll see who’s viewed or signed, but not much more. - Some workflow features: Approvals, reminders, and integrations. - Custom branding: Easier than Getaccept if you want docs to look just so.
HelloSign: - Minimalist: Super easy, but light on features. - Dropbox integration: A no-brainer if you’re already on Dropbox. - Limited analytics: Don’t expect much beyond basic status.
Where They Both Fall Short: - Sales engagement: No embedded chat, video, or deal rooms. - Advanced automations: Limited compared to Getaccept or Salesforce.
Pro tip: PandaDoc is a solid middle-road choice if you value templates and basic analytics but don’t need “deal room” bells and whistles.
Salesforce CPQ / Revenue Cloud: Overkill for Most
Salesforce wants you to believe you need a single platform for everything. Their CPQ (Configure, Price, Quote) tools are powerful—but that’s part of the problem.
Pros: - Deep integration: If you live in Salesforce, it’s seamless. - Complex workflows: Multi-level approvals, pricing logic, contract redlining. - Custom reporting: You can slice and dice data however you want.
Cons: - Cost: It’s expensive. Licenses, implementation, consultants… it adds up. - Complexity: You’ll need a Salesforce admin. Maybe two. - Overkill: If you’re not selling highly complex deals, most features will collect dust.
Who it’s for: If your deals have five approval steps and legal review, and you’re already deep in Salesforce, maybe. Otherwise, steer clear.
Sales Engagement Tools: Not Direct Competitors
Outreach and Salesloft are great for cold outbound and managing sequences, but they’re not built for document workflows or e-signature. Sometimes they claim to “integrate” with e-sign tools, but it’s usually just a mail merge with a link.
If you need both sales engagement and document management, you’ll likely end up with two tools.
What Actually Matters for Mid-Sized B2B Teams
Here’s what you should focus on—skip the shiny features:
- Ease of use: Your team won’t use what they don’t understand.
- Visibility: Can you see who’s engaging with your docs?
- Basic automations: Reminders, follow-ups, “next step” nudges.
- Integrations: Will it talk to your CRM and inbox, or just create more work?
- Support: If something breaks at 3pm on a Friday, do you get a human or a bot?
- Total cost of ownership: Not just sticker price—think admin time, training, and “gotcha” fees.
The Gotchas: What Sales Decks Don’t Mention
- API & integrations: Everyone claims “integrations.” In practice, some are half-baked or cost extra. Ask for a demo with your real CRM or email.
- User limits: Watch for plans that sound cheap but cap users or documents.
- Onboarding: Is training included, or will you be stuck with a PDF and a prayer?
- Compliance: If you’re in finance, healthcare, or EU, make sure the tool actually meets your regulatory needs.
- Support response: Try submitting a ticket before you buy. How long do they take?
When to Pick Getaccept (and When to Skip It)
Getaccept is a good fit if: - You want more than just e-signatures—like seeing who’s reading your proposals, sending reminders, or embedding a quick video. - You need better visibility into deal progress but don’t want Salesforce-level complexity. - Your team is tired of chasing signatures and wants automated follow-ups.
Skip it if: - You just need to get contracts signed. DocuSign or HelloSign will be cheaper and easier. - Your sales workflows are highly custom or compliance-heavy (think enterprise, legal, or regulated industries). - You already have a sales engagement tool and just need e-signatures.
Keep It Simple: Don’t Buy Hype
Most mid-sized B2B teams overestimate what they’ll use. The best tool is the one your team actually adopts. Start small. Pilot with a few reps. Don’t fall for the “all-in-one” pitch unless you really need every feature.
Iterate. You can always add more tools—or upgrade—once you know what’s actually moving the needle for your team.
And remember: Getting deals signed is important, but no tool will close deals for you. Focus on what helps your team work smarter, not just what looks good in a demo.