Generate branded sales documents, collect electronic signatures, and track your contracts – all directly from Pipedrive.

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

1. Add the GetAccept Chrome extension (You must use Google Chrome as your web browser)

Link to add the GetAccept extension

2. The extension will activate when you are logged in to Pipedrive CRM.

3. Click on the GetAccept icon in the top right corner of your web browser and use your GetAccept credentials to log in or create your free GetAccept Account

4. While on a Contact, Organization, or Deal, you’ll see a GetAccept logo in the top right panel. Click on it to create or track your sales proposals and contracts.

Feel free to contact us if you need any support or if you want a demo of GetAccept and the Pipedrive integration.