If you’re running a growing B2B sales team, you know the drill: too many tools, too much admin, and too many deals sitting in limbo. If you’ve ever lost a sale because someone forgot to follow up or because a contract got stuck in someone’s inbox, you’re not alone. This guide is for folks who want to stop chasing paperwork and start closing more deals—without adding a bunch of busywork to the team’s plate.
Let’s dig into how Getaccept can actually help, what’s worth using, what might be overkill, and how to keep things simple as you scale.
What Is Getaccept—And What Problem Does It Actually Solve?
Getaccept sells itself as an “all-in-one digital sales room.” Strip away the buzzwords and here’s what that really means: it’s a platform that lets you send proposals, get e-signatures, track buyer engagement, and automate follow-ups—all in one place.
For most small to medium B2B sales teams, the hardest part isn’t finding leads; it’s keeping deals moving once you’ve got someone interested. That means:
- Proposals get lost or ignored
- Signatures get delayed
- Reps forget to follow up at the right time
- Sales managers have zero visibility into what’s stuck, and why
Getaccept tries to tackle all of that by gluing together proposal creation, e-signatures, document tracking, and reminders. The idea: less admin, more closing.
But does it really deliver? Let’s break down the workflow, step by step.
1. Creating and Sending Proposals
The Basics
With Getaccept, you can build proposals inside the platform or upload your own docs (PDF, Word, PowerPoint, etc.). There are templates, drag-and-drop content blocks, and some basic branding options. If you’re used to hacking together proposals in Google Docs and emailing them, this is a definite step up.
What Works
- Templates cut down on repetitive work. You can save time by reusing standard sections and dropping in client-specific details.
- “Live” documents. Recipients can interact with the proposal (view videos, answer questions, etc.), making it feel less like you’re sending a dead PDF into the void.
- Tracking who’s viewed what. You’ll see who opened your proposal, how long they spent on it, and if they forwarded it to someone else. This is gold for timing your follow-ups.
What Doesn’t
- Design flexibility is limited. If your team is picky about pixel-perfect proposals, Getaccept’s editor feels a bit basic compared to a tool like Canva.
- Learning curve for templates. Some reps will need a nudge to actually use the templates and not just upload their old docs.
What to Ignore
If you’re a smaller team, don’t get bogged down customizing templates for every vertical. Start with one or two solid templates and tweak as you go.
2. E-Signatures: Getting Deals Signed Fast
E-signatures have become table stakes, but Getaccept does a bit more than just slap a signature field on your document.
What Works
- Legally binding e-signatures. No, you don’t need DocuSign on top of this—Getaccept’s e-signatures are compliant for most use cases.
- Multiple signers and approval order. Handy if your deals need to go through a gauntlet of client approvals.
- Easy for the buyer. They don’t need to create an account or download anything. Click, sign, done.
What Doesn’t
- Clunky on mobile. Not terrible, but not as smooth as some standalone e-sign tools if your clients mostly use their phones.
- Some advanced signature workflows (like complex conditional routing) aren’t supported. If you need those, you might outgrow this down the road.
3. Automated Follow-Ups and Reminders
This is where Getaccept tries to save you from yourself. The platform will nudge prospects (and your own reps) if contracts are sitting unsigned or unread.
What Works
- Automatic reminders. You can set rules to ping recipients after X days of inactivity.
- Personalized video messages. Reps can record a quick video to go along with a proposal or reminder. It’s optional, but it does get more responses.
- Activity timeline. You can see every touch—when the doc was sent, viewed, forwarded, etc.
What Doesn’t
- Automation can feel spammy. If you overdo the reminders, you’ll annoy prospects. Use this with a light touch.
- Videos are a nice-to-have, not a must-have. If your reps aren’t comfortable on camera, don’t force it.
Pro Tip
Set default reminder rules for your whole team, but let reps tweak them per deal. One-size-fits-all rarely works in sales.
4. CRM Integration and Workflow Automation
If your team lives in HubSpot, Salesforce, Pipedrive, or similar, Getaccept integrates with most of the major CRMs.
What Works
- Auto-syncs deal data. Proposals and signed docs can be attached to the right deals, so you’re not chasing PDFs in email threads.
- Triggers and alerts. You can set up automations—like moving a deal stage after a proposal is signed.
What Doesn’t
- Integration setup can get technical. It’s not always plug-and-play; plan on some help from IT or a power user.
- Not every CRM custom field or workflow will sync perfectly. Test before rolling out to the whole team.
What to Ignore
Don’t try to automate everything—focus on the handoffs that actually slow you down (like “deal signed, move to onboarding”).
5. Analytics, Reporting, and Manager Visibility
Getaccept gives you dashboards showing who’s sending what, which deals are stuck, and how long it takes to close. You can see team leaderboards, deal velocity stats, and more.
What Works
- Spot stalled deals instantly. Managers can see which proposals are collecting dust and step in.
- Track rep activity. Good for coaching, not for micromanaging.
What Doesn’t
- Reports are high-level. You’ll get broad trends, but don’t expect deep custom analytics. If you need granular reporting, you might need to export data elsewhere.
What’s Actually Useful for Growing Teams?
Let’s be real: not every shiny feature is worth your time, especially if you’re a scrappy, fast-moving team. Here’s what’s genuinely worth using:
- Templates and e-signatures: These save hours and reduce errors.
- Tracking and reminders: You’ll close faster just by following up at the right moment.
- CRM integration (if you’re already using one): Keeps everything in one place.
And what can you skip (at least for now)?
- Custom video intros for every deal: Nice idea, but not critical unless you’re in a super-competitive space.
- Deep analytics: Good to have, but don’t let dashboards distract you from talking to real customers.
Common Hiccups and How to Avoid Them
Even the best tools can trip you up if you’re not careful:
- Overcomplicating templates: Start simple. Complexity slows everyone down.
- Forgetting to train the team: Don’t just roll it out and hope. Take an hour to walk through the basics.
- Relying too much on automation: No tool replaces real sales conversations. Use reminders to help, not to replace human outreach.
Keep It Simple: How to Get the Most Out of Getaccept
The biggest win with Getaccept is cutting out admin work so your reps can spend more time selling. But don’t fall into the trap of over-engineering your process just because you can. Start with these basics:
- Set up a couple of solid proposal templates.
- Enable e-signatures for all standard contracts.
- Turn on basic tracking and reminders.
- Integrate with your CRM (if you have one).
- Review stuck deals weekly, not just at the end of the month.
Iterate as you go. If a feature isn’t making your team’s life easier or helping you close more business, skip it for now. There’s no magic bullet in sales tech—just tools that can save you a bit of time and hassle if you use them right.
Focus on what actually moves the needle, keep your process straightforward, and tweak as your team grows. That’s how you get the most out of Getaccept—without drowning in features you don’t need.