RevOps Tools

GetAccept

Digital sales room platform — engage buyers and close deals in one shared space.
GetAccept homepage screenshot

GetAccept is a digital sales room and e-signature platform that gives B2B sales teams a dedicated space to engage buyers throughout the late-stage deal process. It combines proposal creation, video messaging, contract management, and e-signature in a single buyer-facing workspace — helping sales reps stay visible and competitive during the often-slow period between proposal send and final decision.

Product Overview

GetAccept's core differentiation is its buyer engagement tools: reps can embed personalised video messages alongside their proposals, add chat functionality directly into the document, and see real-time notifications when prospects open, share, or comment on the content. This turns a static PDF into an interactive conversation that keeps the seller visible and relevant throughout the buyer's evaluation process. Its mutual action plan feature allows reps and buyers to co-create a close plan with shared milestones — improving forecasting accuracy and aligning both sides on next steps. The contract module handles redlining and e-signature natively, so deals close without leaving the platform.

Key Features

  • Digital Sales Room: Centralised buyer workspace combining proposals, contracts, video messages, chat, and mutual action plans in one shareable link.
  • Video Messaging: Embed personalised video introductions or walkthroughs alongside proposals — increasing engagement and buyer recall.
  • Buyer Engagement Tracking: Real-time alerts when prospects open, view, share, or comment — with time-spent analytics on each section.
  • Mutual Action Plans: Collaborative close plans with shared milestones and owner assignments — improving forecast accuracy and buyer alignment.
  • E-Signature & Contract Management: Create, send, and collect legally binding signatures on contracts — with full audit trail and integration to CRM.

Best For

B2B sales teams with longer, complex deal cycles who want to differentiate from competitors during the late-stage evaluation period through personalised buyer engagement and shared close planning.

Pricing

Essential: $25/user/month. Professional: $49/user/month. Enterprise: custom. Free trial available.

Key Integrations

Salesforce, HubSpot, Pipedrive, Microsoft Dynamics, Slack, Zapier, DocuSign, Adobe Sign

Pros

  • Video messaging differentiates reps during competitive evaluations
  • Mutual action plans improve close rate and forecast accuracy
  • Real-time buyer engagement alerts enable timely follow-up
  • More affordable than enterprise CPQ tools for SMB/mid-market

Cons

  • Less CPQ functionality than DealHub or Conga for complex pricing
  • Video adoption varies — some buyers prefer traditional document review
  • Digital sales room concept requires internal champion to drive buyer adoption

RevOps Jobs-to-Be-Done

  • Proposal with embedded video message and e-signature — Sales teams use GetAccept to send proposals that include an embedded personalized video message from the AE, the document content, and an e-signature request — all in one branded link that prospects can sign without downloading software. KPI: Increase proposal engagement rate by 40% with embedded video; reduce time-to-signature by 50%
  • Digital sales room for deal content and collaboration — Account executives create a GetAccept sales room for each deal — aggregating case studies, ROI calculators, product demos, and the proposal — with engagement tracking showing which content prospects viewed and shared. KPI: Buying committee self-serves deal content; reduce sales rep time answering 'can you send me X?' requests by 60%
  • Automated contract and proposal workflows — RevOps teams use GetAccept's workflows to automate approval → send → sign cycles — routing proposals through internal approval, delivering to prospect, collecting e-signature, and notifying the team upon signing. KPI: Reduce contract cycle time from 5 days to 1 day with automated GetAccept workflows; 100% e-signature adoption

How It Fits Your Stack

Primary system of record: Salesforce or HubSpot (CRM) — GetAccept creates documents linked to opportunities

Key integrations: Salesforce, HubSpot, Pipedrive, Microsoft Dynamics, Zapier, Slack, Vidyard

Data flows: GetAccept creates sales rooms and documents linked to CRM opportunities. Engagement events (opens, views, comments) sync to CRM as activity. Signature completion triggers CRM stage update and team Slack notification.

Security & Compliance

  • SSO / SAML: Yes (SAML, Google SSO)
  • RBAC / permissions: Yes
  • Audit logs: Yes
  • Certifications: SOC 2 Type II, GDPR, eIDAS (EU e-signature standard)
  • Data residency: EU (Swedish company — strong GDPR compliance)

Implementation & Ownership

  • Time to first value: 1–3 days — CRM connection and first room created
  • Implementation complexity: Low
  • Typical owners: Account Executive, Sales Operations, RevOps

GetAccept combines digital sales room + e-signature + video in one platform, making it a strong all-in-one alternative to separate tools (Aligned + DocuSign + Vidyard). Its EU origin and eIDAS compliance make it particularly strong for European enterprise deals. Competes with Aligned (DSR-focused) and PandaDoc (document-focused).

Proof & Buyer Signals

Ratings: 4.6/5 on G2 (900+ reviews)

What buyers praise:

  • Video + proposal + e-sign in one tool
  • EU compliance is excellent
  • Easy to use for reps
  • CRM integration works smoothly

Common complaints:

  • DSR features less deep than Aligned
  • E-signature less enterprise than DocuSign
  • Template library smaller than PandaDoc

Often Compared With

  • PandaDoc — PandaDoc has a more mature document editor and larger template library; GetAccept wins on digital sales rooms and EU e-signature compliance.
  • Aligned — Aligned has deeper mutual action plan and engagement analytics; GetAccept wins on all-in-one (DSR + e-sign + video) without multiple tools.
  • DocuSign — DocuSign is the enterprise e-signature standard; GetAccept adds digital sales rooms and video to the e-signature workflow for a richer buying experience.

GetAccept Website →

About the author

RevOps Tools

Curated Revenue Operations Technologies

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