What’s new at GetAccept

Collecting information through form fields, and then sending it over to a third-party system, is a great way to generate efficiency. However, if the input is done in the incorrect format, it might cause some hick-ups in the system.

With our new Regular Expressions and Character Conditions, you can effortlessly ensure data accuracy while streamlining your workflows.

With this release you can:

• Choose exactly how you want an input formatted
• Add restrictions in the number of characters for an input. 

Sometimes, recipients need to transfer signing rights to someone else in their organization.

Previously, if they forgot to check the ‘transfer signature rights’ box, the only fix was to create a new version of the document and resend it—a time-consuming process.

Now, with our latest update, it’s easier than ever to transfer signing rights. If the recipient forgets, you can step in and handle it directly in GetAccept—no need to create a new version. This streamlines your workflow and saves valuable time when closing deals.

We’ve also given the recipient side a sleek upgrade! The new hamburger menu puts everything in one place: actions required, document options, the recipient list, and comments—making navigation simpler and more intuitive.

Take the guided tour below!

Keeping your deal rooms updated with the latest buyer data is key to creating a smooth, personalized sales experience. As the deal moves forward, you'll gather more buyer information or see changes on the buyer’s side.

With this release, you can now quickly update the merge tags data from Salesforce to your GetAccept digital sales rooms by clicking “Update fields” under the “data and pricing” tab.

Click on learn more to see how it works and why it’s important.

Collaborators play a key role in creating and editing the content in your Deal Room, ensuring seamless teamwork to drive your deals forward.

Now, you can add collaborators directly within Salesforce—whether during the Deal Room creation process or after it has been published. Simply click the “Add Collaborator” button under “Participants,” assign the role, and you’re all set.

This enhancement makes managing your sales process within Salesforce even more efficient. Log in and try it out yourself.

Delivering engaging, up-to-date content is now easier than ever with our latest updates:

• Google Slide Element: Embed Google Slides directly into your Deal Room, ensuring your content stays current and consistent across all rooms. Perfect for generic or frequently updated presentations. Check out our help article for important tips on using this effectively.
• Vidyard and Loom Video Support: Personalize your Deal Rooms with videos from Vidyard and Loom using the "Video from URL" tab, adding an extra layer of engagement for your recipients.

These updates are here to help you create richer, more tailored experiences for your buyers while saving time on content management.

Ready to get started? Log into your Digital Sales Room and try them out today!

Organizing and finding content for your deal rooms has never been easier. With our latest update, you can now efficiently categorize and tag content based on your own criteria. This allows you to set up content logically and locate what you need in just a few clicks.

Data syncing between GetAccept and HubSpot just got better. Now, all recipient-filled information—like billing addresses, VAT numbers, and additional requests—is automatically synced to the corresponding fields in HubSpot as soon as a contract is signed.

With an intuitive setup, admins can quickly create custom data sync profiles and map data fields using simple dropdown menus. You can also set up different profiles to store data under various objects, like Contacts, Companies, or Deals.

These improvements ensure your CRM stays accurate and up-to-date, eliminating manual data entry, and transforming your quote-to-cash process into a seamless, reliable experience.

If you'd like to test it out yourself before rolling it out to your team, check out this Help Center article for step-by-step instructions.

As of October 29, 2024, Agentforce is generally available to Salesforce customers. “If you can describe it, Agentforce can do it.” But to make this AI work effectively, you need one critical thing: accurate, accessible data.

GetAccept’s integration with Salesforce fills the buyer engagement gap by pushing real-time activity—engagements, chats, comments—directly into Salesforce. It also ensures you’ll have a complete set of data covering the entire buying-selling journey for Agentforce to act on. 

Learn more about the use cases in the blog.

Notifications help you stay on top of your deals—until they flood your inbox, become overwhelming, and result in a negative experience for both buyers and sellers.

This time, we’ve improved our notification system to include the new Activity Summary Email, which consolidates key updates from your digital sales rooms into one single, concise email.

Along with the in-app activity center, you’ll now receive one summary email sent 20 minutes after the latest activity, tailored to your role—whether you’re a room owner, collaborator, or participant.

This update helps sellers stay informed about buyer activities without email overload, reduces noise for buyers, and enables internal decision-makers to focus on what matters most.

With this update, you can mark Mutual Action Plan tasks as “Completed” or “Not completed” directly within HubSpot, making it easier to track and manage your deals.

Together with this release, we also redesigned the Room creation flow and supported merge tags on custom objects. Log in to GetAccept for HubSpot to check it out!

GetAccept Deal Room is a centralized place for you to close more deals by better collaborating with your buyers. Instead of having outreach emails, sales documents, and conversations with your buyers scattered across different tools, you can do it all within a Deal Room:

• Create and share all your sales content in one room directly within Upsales.
• Update the Deal Room content without changing the link.
• Chat with your buyers in real-time.
• Track how they engage with the content you shared.
• Use Mutual Action Plans to get everyone on the same page.

Haven’t started using it yet? Log into your CRM and check it out.

You are now able to update and correct an email or phone number, even after the document has been sent; if for example an email bounced or was accidentally misspelled. This means you no longer need to create a new version of the document and re-send to everyone on the recipient list.

The new details will automatically be added to the contact card in GetAccept. Below you can see how it’s done! 

Just as Rome wasn’t built in a day, closing a deal isn’t a solo effort—it’s a team endeavour.

To support this collaborative approach, we’ve introduced several new features designed to help multiple roles within an organization work together seamlessly to create a Deal Room. This ensures smoother internal collaboration and enhances the buyer experience:

• Introducing the “Collaborator” Role: Now, multiple team members can actively participate in building and editing a deal room together, fostering teamwork and ensuring all perspectives are considered.
• Better buyer experience: Collaborators can individually chat with buyers and comment, making it easier to provide targeted assistance to your buyers.
• Smooth Ownership Transfer: When a deal is closed, you can now easily transfer room ownership, ensuring a seamless handover and continuity.

Let’s dive in!

Aavailable on all plans from week 37. 

HubSpot users can now add and share files directly from HubSpot to GetAccept rooms – both during the sendout process and after a room is made public. Here are some highlights:

• All files in your HubSpot will be displayed in your sendout process, allowing you to add them with one click.
• You can add files at any point in your sales process from HubSpot.
• Download files from GetAccept deal room via HubSpot.
• View how many times a previously added file has been downloaded.

Discussing which products to buy and negotiating pricing often takes time. To speed up the process and shorten the deal cycle, it’s crucial to start the pricing conversation early.

With this new feature, sales reps can seamlessly guide prospects from a qualified lead to the proposal stage, reducing the time needed to get contracts signed. Here’s how it works:

Salesforce users can now push products stored in Salesforce directly into a GetAccept deal room—whether when first creating the deal room or updating the pricing section after it’s live.

Reps can easily refine the product list and update changes as negotiations progress. When the timing is right, they can quickly send out a contract with the exact product details the buyer has already agreed upon, speeding up the signing process.

Check out the short demo from Tarek, Senior Product Manager at GetAccept, to see it in action.

A Mutual Action Plan is a valuable tool for sales. It helps sales teams align stakeholders and collaborate with them to move deals to a signed contract more efficiently.

With this update, Pipedrive users can now check and follow up on mutual action plans directly within Dynamics. They will find:

• Detailed milestones, tasks, statuses, task owners, and related deadlines
• Action Plan progress
• Upcoming tasks

Log into your GetAccept for Pipedrive or reach out to your GetAccept contact for more details.

Selling is complicated. Selling efficiently is even harder.

Previously, you could only view detailed buyer activities inside each room, requiring constant back-and-forth between the main room list view and individual rooms. This hindered productivity and made it difficult to gain an overview of deal performance.

The following three feature improvements solve this issue, empowering you to sell more effectively:

• Easily view the latest buyer activity: Under "Participant activity," clearly see who is active in the shared room and what they did. This transparency allows you to engage with buyers at the right time and tailor your approach based on their actions.
• Always focus on the most promising deals: Sort your deals based on the most recent buyer activity by clicking on “Participant Activity”. You can also identify which deals have no activity to either send a reminder to give an extra push or deprioritize them. 
• Track detailed buyer activity for each room from the room list: Click on the timeline icon and view all the past buyer activities without entering individual rooms. This feature makes your room list view more informative and largely saves the time of going back and forth. 

Enjoy GetAccept as your main panel to track buyer activity and gain insights effectively. Log into your Deal Room and check it out. 

We now support SSO for our Salesforce integration. You can set up Salesforce as a trusted identity provider (here's how) or use third-party identity providers like Azure and Okta.

Click on the related links to learn how to set it up.

We have a few exciting new features for the pricing tables:

• Pricing table summary
  If you have many pricing tables in your quote or contract, previously it could take some effort to get them all summarized. With this release, you now have access to a field called "Pricing Table Summary" in the editor, which will automatically summarize all pricing tables in your quote or contract.
  
  
• Adding multiple custom columns
  During spring we released the capability to add one custom column. Now you are able to add up to six custom columns, to divide your offering in a more detailed and granular way. Adding them is easier through a visible plus sign, which you click to add your column. The pricing columns can be integrated with CRMs like Salesforce and Microsoft Dynamics, for a dynamic quoting experience connected with your one true data source. Learn more here.
  
  
• Drag and drop to resize
  It's now easier to change the size of each column, by intuitively dragging and dropping. 

Check out the interactive demo below!

Imagine this: You have worked on a proposal or contract to make it flawless, and you just clicked send. One second later you realize that you misspelled the name of the recipient. We know that it used to be a bit of a hassle to correct this mistake, by creating a new version. Now we are happy to introduce improvements that will make it easier to update or add recipient information. All to make the send-out process faster, smoother and more flexible. 

• Update recipient details:
  Now you can easily update recipient details after the document has been sent. This enables you to correct recipient errors with the speed of lightning, without interrupting the signing process.
• Add or update verification method on a recipient:
  When you edit, add or transfer a recipient, you now have the option to add a verification method, like electronic identification, for your recipient. Previously, this option was only available when adding a recipient for the first time, but now you can add and update verification details even after the document has been sent. 

Salesforce users can now add and share files directly from Salesforce to GetAccept rooms – both during the sendout process and after a room is made public. Here are some highlights:

• All files in your Salesforce will be displayed in your sendout process, allowing you to add them with one click.
• You can add files at any point in your sales process within Salesforce.
• See how many times a previously added file has been downloaded.
• (Upcoming) Get notified within Salesforce when your stakeholders add new files to GetAccept rooms.

Click "Learn more" to see how it works.

A Mutual Action Plan is a valuable tool for sales. It helps sales teams align stakeholders and collaborate with them to move deals to a signed contract more efficiently.

With this update, MS Dynamics users can now check and follow up on mutual action plans directly within Dynamics. They will find:

• Detailed milestones, tasks, statuses, task owners, and related deadlines
• Action Plan progress
• Upcoming tasks

Check out this interactive demo to see how it works.

It's time to level up personalization! You can now personalize template names by adding dynamic merge tags such as Opportunity Name, Deal Title, and Recipient Name.

With this release, we have also updated the user interface to help you share documents faster. Improvements include more intuitive designs for selecting recipients, assigning recipient roles, and adding attachments and documents.

Log in to your GetAccept for MS Dynamics and try it out.

• Added a new endpoint for creating Email Templates, documentation here
• Added a new endpoint for updating Email Templates, documentation here

We’ve rolled out several features to make it easier to quote products within Pipedrive and display them in a clear, easy-to-understand way:

Multiple pricing groups and tables: 
Present your products based on product type, payment term, or any other way that fit your product offering. Read about the use cases and how to set it up here.

Edit after send:
Quickly update product and pricing information within Pipedrive (e.g., add a discount, change the units, etc.) as your buyer requested, and the changes will be reflected in the GetAccept pricing tables automatically.

• POST /v1/documents
• POST /v1/contacts

Nobody wants to send a contract every time something changes.

With this feature, you can quickly update product and pricing information within your CRM (e.g., add a discount, change the units, etc.) as your buyer requested, and the changes will be reflected in the GetAccept pricing tables automatically.

Simply chat with your buyers about the changes you've made without sending a new link. Selling is smoother than ever. This feature is now available for all key CRM integrations, including Salesforce, HubSpot, Microsoft Dynamics, and Pipedrive.

GetAccept Deal Room is a centralized place for you to close more deals by better collaborating with your buyers. Instead of having outreach emails, sales documents, and conversations with your buyers scattered across different tools, you can do it all within a Deal Room:

• Create and share all your sales content in one Deal Room.
• Update the Deal Room content without changing the link.
• Chat with your buyers in real-time.
• Track how they engage with the content you shared.
• Use Mutual Action Plans to get everyone on the same page.

Currently, this feature is supported by all key CRM integrations, including Salesforce, HubSpot, Microsoft Dynamics, and Pipedrive.

Haven’t started using it yet? Check it out or reach out to your GetAccept contact for more info.

• GET /v1/document/{ID}/recipients now contains contact_id for each recipient

• Link blocks return click count as a click property
• Video blocks return view duration in seconds with view_duration_seconds
• Added a new property page_type_name that describes what the page type is. Available types:
  • document_page Page has PDF only content
  • content_link_block Link block
  • video Video block
  • editor_block Editor text content block

With My Received Documents you can see all documents that require your action in one view.

• See if a document requires signing, is signed or requires approval.
• Filter on the latest received document to see everything newly added to your inbox.
• Get instant access to the document from this view.

The team has been working hard to improve your favorite Deal Room. Here are some of the highlights:

• Save content as a resource: Say goodbye to the days of redoing work.
• Save any content you create – sections, elements, pages – as resources and reuse them instead of recreating them in your rooms. (Be aware of participant merge tags; they won’t be saved with the resource. Custom and room merge tags will!)
• Custom merge tags and elements in resources: Now, you can merge tags in your content in the Content Library, making them auto-populate when used in rooms.
• Spoiler alert: it does wonders for productivity
• Email invites: Buyers can now invite their colleagues to rooms by email with a custom message. It’s more personal than the universal link option and allows you to get better participant data. Win-win.
• Chat message drafts: Drafts save automatically, so you can pick up where you left off without missing a beat.
• Performance boosts: We’ve made everything faster, from loading room lists to picking templates. Stay tuned for even performance enhancements! 
  
  

• Added an endpoint to list all Dealroom Action Plans, documentation here
• Added an endpoint to list all Dealroom Milestones, documentation here

• Added a new endpoint for creating Communication Templates, documentation here 
• Added a new endpoint for updating Communication Templates, documentation here

• Uploading a File to a DR, documentation here
• Listing all Files in a DR, documentation here
• Get a download link for a File (on demand), documentation here

Added webhooks for when Dealroom is published (roomPublished) and Mutual Action Plan Task gets updated. (taskUpdated).

Visit the documentation to see all capabilities of webhooks in the Dealroom API.