If you’re responsible for closing deals in a B2B sales team, you know the pain: endless attachments, chasing signatures, and wondering if your prospects ever open your proposals at all. Sales enablement tools promise to fix all that—but most just add more dashboards and headaches. This guide is for the folks who want to know if Getaccept actually helps you close more business, or if it’s just another thing you’ll be nagging reps to use. Let’s get into it.
What Is Getaccept? (And What Does It Actually Do?)
Getaccept calls itself a “digital sales room.” That means it tries to cover everything from sending proposals to tracking engagement, to collecting e-signatures, to automating reminders. In plain English: it’s a sales tool that replaces your mix of PDFs, DocuSign, and a bunch of emails with one portal for your prospects.
Sounds good—but does it really streamline your process, or just move the chaos somewhere else?
Core features:
- Document sending and e-signature: Upload your docs (proposals, quotes, contracts) and send for signature. Legally binding, no extra e-signature service required.
- Deal tracking: See if your prospect opened the doc, how long they spent on each page, and even get notified when they forward it.
- Live chat and video: Embed short personalized videos and chat directly inside the proposal. Less “just checking in” emails.
- Reminders and automation: Gentle nudges to both your team and your buyer to move things along.
- Integrations: Plug into Salesforce, HubSpot, Pipedrive, and more. There’s an API, but don’t expect miracles if your CRM setup is already messy.
Who’s it for?
Mostly B2B sales teams handling high-touch deals—think SaaS, services, agencies, or anyone who still needs signatures and a bit of hand-holding.
Key Features: What Works, What’s Fluff
Let’s break down what’s genuinely helpful and what you can probably ignore.
1. Proposal and Contract Sending
The good:
- Upload or build a proposal, send it out, and track everything from one place.
- Templates save time if you’re sending the same kind of doc over and over.
- The e-signature is legit—no need to pay for DocuSign or HelloSign on top.
The “meh”:
- The document editor is fine, but not groundbreaking. For complex formatting, you’ll probably still want to prep your doc in Word or Google Docs.
- Some users report the template builder is a bit rigid if you want heavy customization.
Worth it?
Yes, if you’re tired of attachments and want everything trackable. Not a replacement for true proposal design tools, though.
2. Engagement Tracking
The good:
- See who opened your doc, how long they spent on each page, and who else they forwarded it to.
- Real-time notifications mean you can follow up when you know you’re top-of-mind.
The “meh”:
- Analytics are useful but can overwhelm if you’re sending dozens of docs a week.
- “Heatmaps” (which pages get viewed most) are more interesting than actionable.
Worth it?
Yes, especially for complex deals with multiple stakeholders. But don’t expect magic—knowing someone opened your doc doesn’t close the deal for you.
3. In-Document Chat and Video
The good:
- Send a quick “face to the name” video with your doc.
- Chat lets prospects ask questions right in the proposal, instead of a separate email thread.
The “meh”:
- Some buyers ignore the chat entirely, or don’t want to watch a video.
- More useful for smaller teams or deals where you want to personalize the pitch.
Worth it?
Try it out—if your prospects engage, great. If not, don’t force it. It’s not essential.
4. Automated Reminders and Workflows
The good:
- Schedule follow-ups and reminders so deals don’t fall through the cracks.
- Automated nudges are subtle, not spammy.
The “meh”:
- Like all automation, it’s only as good as the process you set up. Garbage in, garbage out.
- Can get lost in the noise if your buyers already get a lot of automated emails.
Worth it?
If your deals drag on or you just forget to follow up, yes. Power users will get more out of this than casual users.
5. Integrations
The good:
- Decent native integrations with Salesforce, HubSpot, Pipedrive, and more.
- Zapier and API options for custom setups.
The “meh”:
- Setup can be finicky if your CRM is heavily customized.
- Expect to spend time tweaking things to get it just right.
Worth it?
If your sales team actually uses the CRM, yes—otherwise, you’re just adding another tool to ignore.
Pricing: Simple, but Not Cheap
Getaccept doesn’t put full pricing on their site—you’ll need to talk to sales for a real quote. But here’s what’s public as of early 2024:
- Essentials plan: ~$49/user/month (annual only)
- Basic e-signature, templates, tracking, reminders.
- Professional plan: ~$79/user/month
- CRM integrations, advanced analytics, branding, video, and chat.
- Enterprise: Custom pricing for bigger teams or custom setups.
What to know:
- 14-day free trial, no credit card needed.
- You pay per user, per month—this adds up fast for bigger teams.
- Some features (like deep CRM integration) are only on higher tiers.
Pro tip:
Negotiate. Most teams get at least a small discount, especially if you’re bringing 10+ users.
Real User Experiences: What Sales Teams Are Saying
I dug through public review sites, forums, and direct feedback from sales teams. Here’s the pattern:
What people like:
- “I can see when a prospect opens the contract, which helps me time my follow-up.”
- “Having everything in one place is a big step up from juggling PDFs and email threads.”
- “The video feature is slick—especially if you’re selling something complex.”
What people don’t:
- “The document builder is a bit clunky, so we still design most proposals elsewhere.”
- “Took us a while to get the Salesforce integration working right.”
- “Some clients still just want a PDF—they won’t use the portal no matter how many times we ask.”
Common themes:
- Adoption: The sales team needs to actually use it, or you’re wasting money. Training helps, but old habits die hard.
- Buyer experience: Some prospects love the portal and interactivity; others get confused or ignore it. Know your audience.
- Support: Generally solid, but can be slow if you’re not on the top-tier plan.
When Getaccept Makes Sense (And When It Doesn’t)
Good fit if:
- You send lots of proposals and contracts and want more visibility.
- Your team is disciplined about using sales process tools.
- You’re selling higher-ticket deals that need hand-holding.
Probably not worth it if:
- You send a handful of contracts a month, or your deals are transactional.
- Your clients are old-school and just want a PDF and a handshake.
- You’re hoping tech will fix a broken sales process. (It won’t.)
Getting Started: What to Do First
- Try the free trial. Don’t buy before you see the workflow with your own docs and team.
- Test the integrations. If you use Salesforce/HubSpot, set up a sandbox before rolling out.
- Pilot with a few reps. Don’t force the whole team onto it—get feedback from your A-players first.
- Ask your buyers. Will they actually use a digital sales room, or do they prefer good old email and PDF?
- Watch your process. Don’t just digitize chaos. Use this as a chance to simplify your sales docs and steps.
Wrap-Up: Keep It Simple, Iterate Fast
Getaccept can help B2B sales teams keep deals moving and cut the guesswork. But it’s not a silver bullet, and it’s not cheap. If your team actually uses it—and your buyers don’t mind a digital portal—it’s a solid upgrade over juggling PDFs and email threads. Start small, get real feedback, and don’t be afraid to ditch features that don’t work for your process. Simple always wins.