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GetAccept
GetAccept

Discussion on the document tracking and e-signature tool, GetAccept.

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Webinar: How to maximize the use of GetAccept and Pipedrive CRM

Hello folks!

Daniel here, Marketplace Partnership Manager over at Pipedrive.

GetAccept is putting together a webinar on "How to maximize the use of GetAccept and Pipedrive". Do you want to be more digital in your sales process and work more efficiently with document workflows? Then you should definitely join them for their webinar! Register here.

Want to try out the GetAccept experience which allows you to sign contracts and documents in a digital and efficient way? Try it out here!

Check out the integration they have on our Marketplace here.

Hope to see you there! 

What is the best integration with Pipedrive to generate a Quote and eSignature ?

Hello Everyone 👋

I hope you're fine. 

Just a little question, what would you recomand between PANDA DOC and GetAccept if you need to integrate quote and Esignature with your deals ? 

 

If you know another good solution, which one would it be ? 

 

Have a great day !  

Stay safe, stay home ;)

Alexis

Quelle est la meilleure intégration Pipedrive pour générer des Devis + signatures électroniques ?

Hello la communauté Pipedrive France ! 

J'espère que vous allez. 

Petite question, entre Panda Doc et GetAccept que préférez-vous comme intégration pour générer des devis + signatures électroniques directement depuis vos deals ? 

Ou peut-être connaissez-vous une meilleure solution ? 

Bonne journée à vous, 

Alexis

Document Management tool needed

All, we are trying to automate our sales documentation, and are looking for a tool that can do the following:

  • Generate document sequences based on custom field values in Pipedrive Deals (for instance, if a Deal includes a trailer, include documents related to trailer registration)
  • Add and remove documents based on products added or removed (this would be a custom field value)
  • Required fields within these documents, which, if incomplete, will prevent winning a deal
  • Contact and Deal data merges onto document sequences to auto-complete them
  • Documents are available within Pipedrive, either through Chrome extension, or through URL in custom... (More)