Generate branded sales documents, collect electronic signatures, and track your contracts – all directly from Pipedrive.
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Jobs-To-Be-Done
What problems does this app solve
Say goodbye to scattered buyer communication, incorrect data entry, and unexplained lost deals in the pipeline. With GetAccept for Pipedrive, you can enjoy a streamlined and automated sales process without leaving your CRM. GetAccept for Pipedrive is integrated via a Chrome extension; it simplifies proposal creation, document tracking, and obtaining eSignatures for contracts. Key features: - Centralized document management: Store and personalize sales documents in one place. - Build and manage proposals with dynamic videos, meeting summaries, sales decks, pricing tables, and much more – all from your Pipedrive environment. - Flexible pricing tables: Automatically pushes product data stored in Pipedrive into dynamic pricing tables. The quote is modern-looking, error-free, and responsive on all devices. - Document tracking: Get real-time notifications when recipients interact with your documents. - Identify hidden stakeholders: Know who views, shares, and engages with your content to refine your strategy. - Live collaboration: Efficiently communicate within documents with chat and comments. - Secure eSignatures: Send documents for electronic signing directly from Pipedrive. Once the signature is complete, the signed PDF copy will seamlessly return to your CRM for secure storage. - Make your Pipedrive CRM your single source of truth: Effortlessly store recipient input and signed contracts in Pipedrive. Automatically mark the deal as closed won upon contract signing
Updated Date
11/25/2024
Status
Approved
App ID
367
Provider
GetAccept AB
App Type
App
Latest Rating
4/5
Company
GetAccept AB
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