Document generation software
Create efficiency and scalability in your proposal process
Why spend hours on repetitive tasks when GetAccept's document generation software makes it simple? Automatically produce accurate, consistent business documents in less time, without the hassle of manual work. Empower your team to create data-driven, engaging documents faster—boosting productivity and freeing up time to focus on what really matters.
What is document generation software?
Document generation software helps revenue teams to streamline the creation of business documents.
It empowers RevOps, sales enablement and marketing to come together to create dynamic, on-brand, high-performing proposal and contract templates.
By integrating with your CRM and existing data sources, the software automatically populates key details, ensuring every document is accurate, consistent, and professional.
Create adaptable templates for proposals and contracts that your entire team can use. Scale your document processes with ease while ensuring every piece is consistent, professional, and perfectly aligned with your brand —saving time and effort.
Easily personalize your documents with fields that pull real-time data from your CRM. Keep every proposal and contract tailored, accurate, and up-to-date, without the manual work.
GetAccept’s API allows you to create custom document workflows, providing flexibility and ensuring the solution can adapt to your business's unique requirements.
GetAccept also includes built-in e-sign functionality, allowing you to send documents for electronic signature directly from the platform. This streamlines the signing process and ensures that documents are signed quickly and securely — from anywhere in the world.
Create adaptable templates for proposals and contracts that your entire team can use. Scale your document processes with ease while ensuring every piece is consistent, professional, and perfectly aligned with your brand —saving time and effort.
Easily personalize your documents with fields that pull real-time data from your CRM. Keep every proposal and contract tailored, accurate, and up-to-date, without the manual work.
GetAccept’s API allows you to create custom document workflows, providing flexibility and ensuring the solution can adapt to your business's unique requirements.
GetAccept also includes built-in e-sign functionality, allowing you to send documents for electronic signature directly from the platform. This streamlines the signing process and ensures that documents are signed quickly and securely — from anywhere in the world.
Why choose GetAccept's document generation software?
Save time and reduce manual work
Automate repetitive document tasks, so your team can focus on what matters most — closing deals and building relationships, instead of creating documents from scratch for every deal.
Ensure document accuracy
Mistakes in documents can be costly. GetAccept uses pre-configured templates, automated data entry, and CRM integration to reduce errors and maintain consistency.
Boost team collaboration
We make it easy to create, share, and manage documents with many stakeholders. Real-time editing, chat, tracking, e-sign, and seamless sharing ensures everyone remains on track.
Customers scaling new heights with GetAccept's document generation software
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"GetAccept unlocked a whole new level of scale for us. It helped us to reach these new heights where we’re dealing with tens of thousands of people all at once."
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How to implement document generation software
Step 1: Identify document types and needs
Determine which documents your team frequently creates, and identify which could be replaced with templates and dynamic data fields.
Step 2: Set up templates
Design the necessary templates that include placeholders for data fields. Ensure they meet your branding requirements and document format standards.
Step 3: Integrate with existing systems
Connect your document generation software to existing tools like your CRM or ERP to auto-populate document fields with current data.
Step 4: Train your team and optimize workflows
Educate your team on how to use the templates and integrations effectively, ensuring a smooth transition and optimizing existing workflows.
Frequently asked questions
What do revenue teams want to know about document generation software?
GetAccept can be used to create and send any type of contracts, proposals, invoices, agreements, and any other standardized business documents by using customizable templates.
Yes, GetAccept integrates seamlessly with popular CRMs like Salesforce, Microsoft Dynamics and Hubspot, allowing you to create documents with up-to-date customer information automatically.
Automated document generation significantly reduces time spent creating and editing documents, allowing your team to focus on more impactful tasks while ensuring consistency and accuracy.
Absolutely. GetAccept’s document generation software allows you to create and customize templates to suit your specific business requirements, including adding custom fields and branding elements.
Yes, GetAccept includes tracking features that allow you to see when a document is opened, reviewed, and signed, as well as many more detailed insights such as time spent on each page of the document, number of visits and more. Providing complete transparency and control over your document processes.
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