Tracking & analytics
Gain real-time insights on how prospects interact with your proposals, map new stakeholders when your content is forwarded, and shorten the sales cycle by acting straight away. GetAccept will become your sixth sense for closing deals.
4 types of insights for reps and sales leaders
Get in-depth and in-real-time tracking of prospects’ engagement on your documents, from unique views, time spent on individual pages, comments and much more.
Get a bird's eye view of all your pending deals. Understand which ones need your attention the most, but also the ones that are moving along well and expected to close.
See your team’s forecast in real time, based on the latest prospects’ interaction, so you can support reps on which deals to prioritize.
Understand how your documents and resources perform over time for better reporting and coaching.
4 types of insights for reps and sales leaders
Get in-depth and in-real-time tracking of prospects’ engagement on your documents, from unique views, time spent on individual pages, comments and much more.
Get a bird's eye view of all your pending deals. Understand which ones need your attention the most, but also the ones that are moving along well and expected to close.
See your team’s forecast in real time, based on the latest prospects’ interaction, so you can support reps on which deals to prioritize.
Understand how your documents and resources perform over time for better reporting and coaching.
Important stat about
understanding prospects
50% of prospects are not a good fit for what reps sell
Understand your true pipeline
Our dashboard overview will help get rid of your end-of-the-month stress with real-time actionable data, so you can spend closing week supporting your reps to prioritize the right deals.
Track prospect engagement
See the progress of your pending deals, from sent, opened, reviewed all the way to signed. Be informed on the latest activities on your document, such as if it has been downloaded, printed, or commented on.
Identify new stakeholders
With 6.8 average stakeholders involved in a decision, why do deals have so few contacts? Identify and engage all stakeholders to detect potential blockers early on and build consensus with all decision-makers to increase your win rate.
500+ Integrations
We connect with
your tech stack!
GetAccept integrates with your CRM to give you real-time actionable insights on your static CRM data. You’ll get a richer understanding of your true pipeline and improve win rates.
Find your integrationFAQs about how GetAccept’s document tracking & analytics
The analytics will show how many times the document has been opened, the total time spent on the document, and how many unique viewers have looked at the doc.You can also see how much time has been spent on each page of your document, which can hint at what your recipient is interested in most.
Document tracking & analytics as well as the sales dashboard are included in all plans. The deal score and reporting & sales analytics is included in Professional and Enterprise + plans. You can find more info on our pricing page.
It essentially helps you understand in real time how a prospect is engaging with your sales content or proposal so you can strategize a course of action to close the deal. You can understand which of your prospects have seen your pricing table and how much time they have spent on it, for example, to gauge their interest.
Yes, depending on the integration, you can find out directly from your CRM environment how prospects interact with your documents. Check out our integration and automation section for more info on all our CRM integrations like Salesforce, Hubspot, Microsoft Dynamics and SuperOffice.
You can see a summary of sent documents, deals sent, signed documents, won deals, sent value and deals value on the selected month.
