GetAccept

getaccept.com

GetAccept is a document workflow platform for sending trackable, signature-ready documents. It helps sales and operations teams monitor how prospects engage with sent agreements and quickly respond with timely follow-ups. With real-time view and signature tracking, it’s used to reduce deal drop-off, improve responsiveness, and keep the paperwork portion of selling running smoothly from send to signed.

With GetAccept connected, BOBs can watch what’s happening with your agreements as they’re viewed and signed. Instead of manually checking status, BOBs use real-time signals to decide when follow-up is needed, keeping conversations timely and relevant. This helps reduce delays, prevent stalled deals, and improve your conversion rate.

BOBs can also turn deal activity into usable CRM-ready data. When documents are created and engagement occurs, BOBs can generate the right reminders and create new contacts automatically, ensuring your pipeline and follow-up process stays up to date. Common use cases include automated sales follow-ups, fast deal-stage updates, and “no-deal-left-unfollowed” reminders based on actual prospect behavior.

What can BOBs do with GetAccept?

Perform actions

  • Create Contact
  • Create Document
  • List Document Id Options
  • List Sender Email Options
  • Send Reminder

Listen to real-time events

  • New Document Signed (Instant)
  • New Document Viewed (Instant)