TrustRadius Insights for GetAccept are summaries of user sentiment data from TrustRadius reviews and, when necessary, third party data sources.
Pros
Comprehensive Software: Users have found GetAccept to be a comprehensive electronic signature software that offers quick training options for all personnel. This has been mentioned by several reviewers, highlighting the software's ability to cater to the needs of various users and provide them with efficient training resources.
Automated Signature Collection: The ability to automate the collection of signatures for various reports, projects, and legal agreements is highly appreciated by users. Many reviewers have mentioned this as a key benefit, emphasizing how it simplifies and streamlines the signing process.
Secure and Efficient Document Sending: Users value the secure and fast sending and forwarding of documents offered by GetAccept. This feature has been positively acknowledged by multiple reviewers who appreciate its contribution in making the document exchange process efficient.
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GetAccept Reviews
8 Reviews
Professional, Scientific, and Technical ServicesAccounting3Information Technology & Services2Marketing & Advertising3
GetAccept has a streamlined user interface that quickly understands a robust platform for increasing sales. We use their automation tools and CRM integration to track every contract and sales proposal with powerful features and dashboards. It is effortless to send and get documents and signatures because it works right with our CRM. We can use it to promote, send, create, and track sales in one place. GetAccept has a high level of quality that we found in its customer service, organization, and product. We’ve seen how it tracks and analyzes potential customer interactions. One of the essential asset features is combining sales tools such as Salesforce and Pipedrive. It is an excellent tool that assists us in remaining productive.
Pros
GetAccept: Deal-tracking.
GetAccept: Easy to use UX/UI.
GetAccept: Digital e-Signatures.
GetAccept: Simplified Document Design.
GetAccept: Invoice Management and Reporting.
GetAccept: Excellent dashboard and customization.
Cons
GetAccept: UI could use a little less clutter.
GetAccept: Once accustomed, fine, but it could be better.
GetAccept: Some tasks merely require a few clicks more.
Likelihood to Recommend
In the end, it was a pleasure to interact with GetAccept. Video chat makes it easy for me to communicate with my clients, which helps to expedite the sales process. GetAccept made the switch from paper enrollment simple. It is straightforward to convert due to its wide accessibility. Video recording, flexible expiration time, notifications, proposals, and other work are available to you as part of an ecosystem that encourages great teamwork. Once accustomed, it's fine, but it could be better.
We use GetAccept to send proposals to our clients when necessary. We generally don't need signatures on the proposals. The tool helps us give our clients a good overall look at the different aspects of our payment processing services. It's easier and less "clinical" than traditional proposals. We even use it as a presenting tool at times.
Pros
We like the ability to create templates that we can customize per client.
The intro video is a really nice touch, and we've received positive feedback on it.
The ability to embed videos and documents makes the proposals more interactive than the traditional proposals.
Cons
We wish there were more options for "mail merge" or "attribute" type features.
We wish there as an ability to customize image sizes, for example our logo.
We've had a few challenges in the past with the in message feature.
Likelihood to Recommend
GetAccept really stands out as a non-traditional way to present a proposal. We like how it makes proposals easy to read and less cumbersome than traditional proposals. While we like inserting certain attributes like Name, Business Name, and Title, we'd really like to be able to insert additional custom attributes. Overall, it fits the bill for our use, and the customer service has been particularly good.
I use GetAccept to send and manage service invoices and quotes as well as to design professional and dynamic invoice and quote documents for the clients in my freelance service
Pros
Document Design
Send and Manage Invoices
Reports & Forecasting
Cons
There is not much I can offer here as I am using the Free Version and I don't have anything I feel is missing as it offers everything I require
Likelihood to Recommend
GetAccept is a great solution especially for smaller businesses and the DIY entrepreneur looking to have professional documentation and invoicing processes who can't necessarily afford to have these done by designers or IT professionals.
VU
Verified User
Employee in Marketing (Marketing & Advertising company, 1-10 employees)
Our Sales team used GetAccept to obtain digitally signed contracts from our clients. It streamlined the process tremendously. We also used it to store & share templates.
Pros
Sends reminders to clients when they have a pending, unsigned contract.
Alerts you when prospect opens the doc.
Collects insights like how much time they spent looking at each page.
Signing order is great.
Clean interface & intuitive user experience.
Cons
The GetAccept emails would sometimes go to clients' spam folder.
Sometimes previews lagged a bit, but not a big deal.
Can't think of anything else.
Likelihood to Recommend
GetAccept is perfect for sales teams working to secure contracts with customers. It streamlines the contract signature process by automating alerts & contract storage. It also provides valuable insights (when the customer views the contract & for how long), which helps a salesperson identify any possible sticking points/hesitations the customer may have about the contract. GetAccept would also be helpful for HR teams who need to obtain employee signatures for hiring & onboarding.
VU
Verified User
Strategist in Sales (Information Technology & Services company, 11-50 employees)
We were using GetAccept to sign agreements with prospects and also sign on-boarding documents for new employees.
Pros
Create contracts.
Remind clients of outstanding contracts.
Inform users of time spent on certain pages.
Cons
Integrating with payment processors.
Having a more robust integration with HubSpot.
Likelihood to Recommend
GetAccept definitely gets the job done and can certainly help you land more clients. Not just this, it gives you analytics for time viewers spend on certain pages, provides you with a dashboard of unsigned clients, gives you the capability to record a video explaining your contract and much more. Definitely worth the money.
We were using GetAccept as a replacement to DocuSign. Anything that needed to be signed - whether internally staff things (employee handbooks, etc) or externally with vendors and clients would go through DocuSign.
Pros
Seeing when prospects open your doc.
Telling you how long they spent staring at the different pages.
Reminding you which docs have been unsigned and for how long.
Allowing you to send reminders to clients to sign the contracts.
Cons
Allowing the capability to collect payment upon signing.
Likelihood to Recommend
If there's a sales aspect for your business and need contracts signed, then use GetAccept. It's easy, you can create templates and remind clients.
We use GetAccept as an e-signature solution for contracts and IRS documents. We were trying to utilize for proposals and engagement letters, but it didn't fit our workflow.
Pros
SMS Signatures
Beautiful UI
Great Dashboard
Cons
Templates are not created within the program
There are two modes--sales and signature--which is confusing.
Program is confusing at times
Likelihood to Recommend
GetAccept is well suited for a high-velocity sales professional/team that issues many proposals per month. The application may be overkill for an independent contractor or firm that doesn't have a comprehensive sales plan.
GetAccept is being used by both the Sales and Customer Success teams within our organization. We use it anytime we are sending a presentation deck, survey, contract, and more. It allows us to see how people are engaging with the things we are sending them and if they are sharing it with others. It helps to drive pipeline because it lets us know when people are interacting with my documents and I'm able to chat with them while they are reviewing. It's been a great tool for us!
Pros
Connects easily to Salesforce.
App notifications help me see engagements in real-time.
It's easy to make changes to the order of slides in presentations within GetAccept.
Cons
I love the app notifications, but the app crashes when I try to open the docs... I have to open on the computer.
Some misspelled words in the app, which doesn't hurt functionality but drives me crazy.
Likelihood to Recommend
GetAccept is best utilized for anyone who has one-to-one communication with external prospects, contacts, and customers. It is useful to send presentations, slide decks, legal documents, contracts, and other docs. The ability to chat in-app and to provide a personalized video adds another level of personalization that makes a big impact.
VU
Verified User
Account Manager in Sales (Marketing and Advertising company, 51-200 employees)