GetAccept Features
Platform (13)
Custom Branding
Based on 341 GetAccept reviews and verified by the G2 Product R&D team. Custom branding can be applied through signature process
User, Role, and Access Management
Based on 333 GetAccept reviews and verified by the G2 Product R&D team. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
Internationalization
Based on 287 GetAccept reviews and verified by the G2 Product R&D team.
Performance and Reliability
Based on 350 GetAccept reviews and verified by the G2 Product R&D team.
Integration APIs
Based on 281 GetAccept reviews and verified by the G2 Product R&D team.
To which systems have you integrated this product
E-Signature
Allows the signor to easily and intuitively sign documents. This feature was mentioned in 201 GetAccept reviews.
Proposals
Allows users to easily assemble custom fields and variables into reusable templates to automate the proposal creation process. 187 reviewers of GetAccept have provided feedback on this feature.
CPQ
Based on 146 GetAccept reviews. Provides users with configure, price and quote capabilties.
Video Proposals
Based on 172 GetAccept reviews. Allows users to attach video proposals within the virtual sales room.
Content Sharing
Allows users to share relevant marketing content such as whitepapers, studies, and demos within the virtual sales room. 162 reviewers of GetAccept have provided feedback on this feature.
Content Management
Provides users with a repoistory of relevant content to share with clients. 179 reviewers of GetAccept have provided feedback on this feature.
Chat
Based on 191 GetAccept reviews. Allows users to chat with prospects within the virtual sales room.
Signature Process (8)
Document Signing
Based on 545 GetAccept reviews and verified by the G2 Product R&D team. Allows signor to easily and intuitively sign documents
Reminders and Expirations
Based on 537 GetAccept reviews and verified by the G2 Product R&D team. Reminds signors of documents that are waiting to be signed and document expiration dates
Sign-In Process
Based on 536 GetAccept reviews and verified by the G2 Product R&D team. Process of authenticating is secure and seemless
Mobile Signatures
Based on 421 GetAccept reviews. User can easy send and sign documents on mobile devices
Signature Workflow
Based on 511 GetAccept reviews and verified by the G2 Product R&D team. Sendor/Adminstrators can easily set up and track documents through multiple signature steps
Bulk Digital Signatures
Based on 332 GetAccept reviews and verified by the G2 Product R&D team. Send documents requiring signature to 1000's of signers at once
Reporting
Based on 421 GetAccept reviews and verified by the G2 Product R&D team. Provides standard reports and easy creation of custom reports to manage signature process
Signature Document Creation
Based on 477 GetAccept reviews and verified by the G2 Product R&D team. Easy to create signature blocks on all required electronic document types/formats
Security and Scalability (3)
Regulatory Compliance
Based on 418 GetAccept reviews and verified by the G2 Product R&D team. Meets required regulartory compliances
Signature History and Audit
Based on 467 GetAccept reviews and verified by the G2 Product R&D team. Tracks all document signing history to comply with required regulations
Enterprise Scalability
Based on 383 GetAccept reviews and verified by the G2 Product R&D team. Provides features to allow scaling for large organizations
Document Creation (6)
Customizability: Variables and Fields
Based on 291 GetAccept reviews and verified by the G2 Product R&D team. Define fields to pull in dynamic information.
Template Creation and Flexibility
Based on 290 GetAccept reviews and verified by the G2 Product R&D team. Easily assemble custom fields and variables into reusable templates to automate the proposal creation process.
Rich Media
Based on 249 GetAccept reviews and verified by the G2 Product R&D team. How well the platform supports images, audio, and video in proposals.
Online Document Creation
Based on 273 GetAccept reviews and verified by the G2 Product R&D team. Create adaptive online documents for view via browser or mobile device.
PDF Creation
Based on 278 GetAccept reviews and verified by the G2 Product R&D team. Create attractive PDF versions of proposals.
Custom Branding
Based on 282 GetAccept reviews and verified by the G2 Product R&D team. Brand proposals and the application's portal with your company's logos and branding.
Workflow (3)
Document Builder Interface
Based on 262 GetAccept reviews and verified by the G2 Product R&D team. Easily search for and add elements to a proposal.
Collaborative Creation
Multiple users can edit a single document. 224 reviewers of GetAccept have provided feedback on this feature.
Assembly and Approval Workflows
Based on 224 GetAccept reviews and verified by the G2 Product R&D team. Automate workflows by routing documents to the correct individuals for adding content and approval.
Analytics (7)
Engagement Tracking
Based on 302 GetAccept reviews and verified by the G2 Product R&D team. Track who is looking at proposals and how often or for how long.
Proposal Effectiveness Reporting
Based on 279 GetAccept reviews and verified by the G2 Product R&D team. Find out which pieces of content are performing best.
Reporting and Dashboards
Based on 285 GetAccept reviews and verified by the G2 Product R&D team. Access pre-built and custom reports and dashboards on proposal volume and acceptance.
Reporting
Based on 151 GetAccept reviews. Provides real-time reporting and analytics that track metrics and engagement data on sales enablement content, resources, activities, learning, etc.l
Alerts
Based on 176 GetAccept reviews. Sends a notification when a prospect engages or interacts with content.
Account-Based Engagement
Tracks the level of engagement for a specific account based on the presented content. This feature was mentioned in 146 GetAccept reviews.
Content Utilization
As reported in 63 GetAccept reviews. Tracks how frequently a particular piece of content is being used and monitors its effectiveness.
Administration and Platform (6)
User, Role, and Access Management
Based on 286 GetAccept reviews and verified by the G2 Product R&D team. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
Alerts and Notifications
Based on 313 GetAccept reviews and verified by the G2 Product R&D team. Program in-app and email notifications for approval milestones or actions.
CRM Integration
Based on 259 GetAccept reviews and verified by the G2 Product R&D team. Push and pull data from CRM to build proposals and update statuses with clients.
E-Signature Integration
Based on 276 GetAccept reviews and verified by the G2 Product R&D team. Couple accepting proposals and signing contracts together in one workflow.
CPQ Integration
Based on 170 GetAccept reviews and verified by the G2 Product R&D team. Push and pull data from quote applications to build proposals.
API / Integrations
Based on 196 GetAccept reviews and verified by the G2 Product R&D team. Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications.
Contract Management Platform Features (10)
Contract Creation
Based on 262 GetAccept reviews and verified by the G2 Product R&D team. Users can create new contracts within the platform using built-in document creation features.
Contract Templates
Based on 253 GetAccept reviews and verified by the G2 Product R&D team. Create and access templates with to streamline contract creation, taking advantage of pre-written contract clauses and fields.
Contract Editing
Based on 260 GetAccept reviews and verified by the G2 Product R&D team. Relevant contract stakeholders can edit, compare, and revise multiple versions of contracts.
Contract Attachments
Based on 258 GetAccept reviews and verified by the G2 Product R&D team. Additional information, such as images, memos, and invoices, can be attached to contracts as supplemental resources.
Contract Collaboration
Based on 222 GetAccept reviews and verified by the G2 Product R&D team. Internal and external users are able to collaborate on contracts through a shared web portal with messaging features.
Approval Process
Based on 251 GetAccept reviews and verified by the G2 Product R&D team. Contract approvals processes can be streamlined, so that departmental workflows are integrated logically into the system.
Notifications & Reminders
Based on 274 GetAccept reviews and verified by the G2 Product R&D team. Receive notifications and schedule reminders with alerts according to contract milestones.
Contract Database
Based on 232 GetAccept reviews and verified by the G2 Product R&D team. Contracts can be stored in a central online repository with built in search capabilities.
Integrations / APIs
Based on 204 GetAccept reviews and verified by the G2 Product R&D team. The contract management platform can integrate with CRM software to associate contracts with customer records, and with CPQ software to feed calculated quote details into the contract.
Reporting & Dashboards
Based on 252 GetAccept reviews and verified by the G2 Product R&D team. Enable standard and ad hoc reports of contract statuses and timelines, and access live overviews of contract activities.
Content Management (5)
Content Import
Ability to import sales and marketing collateral built outside of the solution 164 reviewers of GetAccept have provided feedback on this feature.
Content Creation
Provides capabilities for building unique sales and marketing content within the product. 162 reviewers of GetAccept have provided feedback on this feature.
Templates
Provides pre-built templates for fast and simple content creation. 172 reviewers of GetAccept have provided feedback on this feature.
Advanced Search
Able to easily search, locate, and retrieve relevant content. 140 reviewers of GetAccept have provided feedback on this feature.
Content Storage
Based on 161 GetAccept reviews. Provides the ability to store and organize content.
Integrated Workflows (5)
Task Management
Based on 88 GetAccept reviews. Automates in-system tasks and provides reminders and details for manual tasks for sales team members to complete.
Email Tracking/Automation
As reported in 98 GetAccept reviews. Integrates tightly with email inbox and allows the scheduling and tracking of email outreach and correspondence.
Other Outreach Options
Provides relevant automation in sales channels outside of email and calls, like social media posts, SMS text messages and more. 64 reviewers of GetAccept have provided feedback on this feature.
CRM Integration
Provides two-way integration with sales CRM: (1) Tracking sales team actions and prospect responses and (2) Pulling CRM data to populate and personalize sales outreach. 92 reviewers of GetAccept have provided feedback on this feature.
Calendar
As reported in 62 GetAccept reviews. Integrates with calendar software so users can seamlessly schedule calls.
Repeatability and Reportability (5)
Content Management
Retains and incorporates company-approved messaging and presentations into emails, calls, meetings, etc. This feature was mentioned in 90 GetAccept reviews.
Workflow Management
Orchestrates automated sales tasks and outreach across a number of channels (email, calls, social media, etc.) and/or integrated systems. 93 reviewers of GetAccept have provided feedback on this feature.
Workflow Performance
Based on 93 GetAccept reviews. Reports on the effectiveness of an entire outreach workflow as well as the effectiveness of specific marketing materials, messaging, outreach tactics, and team members.
Sales Coaching and Insights
As reported in 92 GetAccept reviews. Surfaces relevant insights about how a team member can perform better, either with improved sales techniques or prospect-specific hints.
Gamification
As reported in 81 GetAccept reviews. Provides gamifaction features to rank sales reps on performance
Data Sources (3)
Software
As reported in 24 GetAccept reviews. Integrate with software such as ERP or CRM to use data for document generation
Spreadsheets
Allows users to generate documents using information from spreadsheets 24 reviewers of GetAccept have provided feedback on this feature.
Documents
As reported in 24 GetAccept reviews. Ability to generate new documents using other documents in multiple formats
Generation (3)
Templates
As reported in 26 GetAccept reviews. Include templates for various types of documents such as invoices or quotes
Automation
Automate document generation based on customizable rules This feature was mentioned in 25 GetAccept reviews.
Branding
Allow users to personalize documents for branding purposes This feature was mentioned in 27 GetAccept reviews.
Delivery (3)
Workflow
Based on 24 GetAccept reviews. Define and manage workflows for document distribution
Schedule
Based on 26 GetAccept reviews. Create a schedule to deliver documents at predefined times
Batch
As reported in 24 GetAccept reviews. Provide the ability to generate and deliver documents by batch
AI and Automation (4)
Lead Prioritization
Allows users to create lead prioritization rules to prioritize the msot important bueyrs and customers. 80 reviewers of GetAccept have provided feedback on this feature.
Best Time of Day Scheduling
As reported in 74 GetAccept reviews. Provides features that allow users to identify and automate the best time to send out emails or other sales engagement communcations
Buyer Intelligence
Provides features that allow users to have insight into buyer profiles such as likelihood to respond to emails and calls. This feature was mentioned in 79 GetAccept reviews.
Machine Learning
Provides AI and machine learning features that offer predictive recommendations no how to engage with buyers based on historical buyer behavior. This feature was mentioned in 19 GetAccept reviews.
Deal Analytics (3)
Engagement Tracking
Track who is looking at proposals and how often or for how long. This feature was mentioned in 198 GetAccept reviews.
Reporting and Dashboards
As reported in 188 GetAccept reviews. Access pre-built and custom reports and dashboards on proposal volume and acceptance.
Proposal Effectiveness Reporting
As reported in 177 GetAccept reviews. Find out which pieces of content are performing best.
Administration and Security (3)
User, Role, and Access Management
Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. This feature was mentioned in 188 GetAccept reviews.
Alerts and Notifications
Based on 193 GetAccept reviews. Program in-app and email notifications for approval milestones or actions.
Regulatory Compliance
Meets required regulartory compliances. 164 reviewers of GetAccept have provided feedback on this feature.
Integrations (2)
CRM Integration
Based on 166 GetAccept reviews. Provides features to intregate with CRM software.
Internal Messaging Systems Integration
As reported in 135 GetAccept reviews. Provides features to integrate with internal messaging systems.
Support (3)
Professional Support
Connects users with professional support teams to troubleshoot and finetune integrations. 19 reviewers of GetAccept have provided feedback on this feature.
Community Support
Provides public user forums for support questions and help. This feature was mentioned in 15 GetAccept reviews.
Documentation
As reported in 18 GetAccept reviews. Provides clear, effective documentation for API integrations.
Functionality (3)
Ease Of Integration
Empowers developers to intuitively integrate eSignature functionality for their applications. 17 reviewers of GetAccept have provided feedback on this feature.
API Call Speed
Grants high speed API calls for efficient functionality. 18 reviewers of GetAccept have provided feedback on this feature.
Breadth Of Functionality
Unlocks a wide variety of relevant functionalities such as document encryption, device agnostic document sharing, and more. This feature was mentioned in 16 GetAccept reviews.
Generative AI (6)
AI Text Generation
Allows users to generate text based on a text prompt. 68 reviewers of GetAccept have provided feedback on this feature.
AI Text Summarization
As reported in 64 GetAccept reviews. Condenses long documents or text into a brief summary.
AI Text Generation
As reported in 24 GetAccept reviews. Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary. 24 reviewers of GetAccept have provided feedback on this feature.
AI Text Generation
Based on 47 GetAccept reviews. Allows users to generate text based on a text prompt.
AI Text Generation
As reported in 25 GetAccept reviews. Allows users to generate text based on a text prompt.
Agentic AI - Digital Sales Room (3)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Agentic AI - Salesforce AppExchange Apps (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Contract Management (1)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Agentic AI - E-Signature (6)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Sales Enablement (3)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Agentic AI - Sales Engagement (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Document Generation (1)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Learning Management - Sales Enablement (3)
Sales Training
Provides interactive learning to improve skill gaps through role-playing, practicing pitches, scenario-based simulations, etc.
Sales Coaching
Offers real-time feedback and actionable insights from structured, customized sales coaching assessments and templates.
Sales Onboarding
Provides personalized, interactive training to onboard new hires successfully while monitoring their progress and readiness.
Revenue Enablement - Sales Enablement (3)
Cross-Functional Alignment
Provides the tools and resources for alignment of all revenue-generating teams to engage customers in a consistent and personalized way
AI and Automation
Uses AI for predictive insights, recommendations for content, or automating workflows for onboarding and learning assignments
End-to-End Customer Journey Insights
Delivers a holistic view of interaction data and behavioral patterns across the entire customer journey to improve the buying experience and drive revenue growth
Technology Glossary Features
View definitions of the features and discover new technology terms.
What is machine learning and why is it important as a software feature? Our G2 guide can help you understand machine learning and popular software with machine learning features.
A document builder is a software application that is used to create text-based documents.
Document signing plays an important role within the contract management process. Learn more about document signing and how it is used by industry professionals, along with other helpful information on the benefits of document signing.





