Question 1

What manual work can I automate when using GetAccept?

Accepted Answer

You can automate the creation and sending of proposals by connecting GetAccept to your CRM or database so that proposal data populates automatically from contact and opportunity records. You can also automate follow-up workflows, such as triggering reminders or notifications when a proposal is viewed or signed, and automatically moving records through your pipeline based on proposal status changes. Document generation itself happens in GetAccept, but the workflow around initiating that generation and routing results downstream can be automated through integrations.

Question 2

How does data flow between GetAccept and other business tools?

Accepted Answer

GetAccept connects to external systems via APIs and webhooks, allowing proposal data, signing status, and contact information to move between platforms. When a proposal is sent, viewed, or signed in GetAccept, that event can trigger actions in your CRM, email platform, or other tools. Conversely, contact details and opportunity information from your CRM can be sent into GetAccept to pre-fill proposal fields, reducing manual data entry and keeping records synchronized.

Question 3

What breaks or causes problems when automating GetAccept workflows?

Accepted Answer

Field mapping mismatches occur when data from your source system does not align with GetAccept's expected format or required fields, causing proposals to fail creation or contain incomplete information. Timing issues can arise if automations trigger before all necessary upstream data is available, or if webhooks from GetAccept are delayed, leading to out-of-sync records. Template inconsistencies and changes to GetAccept templates after automations are live can also cause downstream workflows to fail if field references are no longer valid.

Question 4

How should I set up GetAccept so automations run reliably?

Accepted Answer

Maintain clean, consistent templates in GetAccept with clearly labeled, required fields so that incoming data has a defined destination. Use a single source of truth for contact and opportunity data in your upstream system, and validate that field mappings are correct before enabling automations at scale. Test proposal generation and status tracking with sample records first, and document which GetAccept fields and webhook events your automations depend on so changes can be communicated to your integration team.

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What you can automate in GetAccept

Add a signed GetAccept document to a Dropbox folder

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Ready to automate your work in GetAccept?