GetAccept for SuperOffice

Powerup your SuperOffice CRM with GetAccept’s document tracking, sales automation, and e-signing capabilities. Manage the whole sales process directly from your CRM and save your team time with this easy and effective tool.

 

GetAccept for SuperOffice integrates GetAccept’s features for improved handling of documents (proposals, agreements, meeting agenda etc) directly into your SuperOffice CRM system. Get the full GetAccept experience without ever having to leave the SuperOffice interface.

Save time when you sign documents with simple and secure electronic signatures directly from SuperOffice. The signature supports a variety of signing methods that are legally binding. The integration automatically archives all documents in SuperOffice as a new activity when the document is signed and sealed.

 

Maximize your sales by tracking proposals and sales documents. Get push notifications and a detailed analysis of the level of engagement with your documents. Follow up on sales with perfect timing together with the built-in live chat to keep the conversation going from initial pitch to won deal.

Last but not least, create personal video greetings with your documents to keep it more personal.

Key features

Once you connect GetAccept and SuperOffice CRM Online, you can benefit from these key features directly from within your SuperOffice screen:

  • Electronic signature – sign your documents quickly and securely.
  • Document tracking and analytics – see when a document or sales proposal has been opened, by whom, and which part received the most attention.
  • Live chat – send and receive messages directly within the document and create new versions to shorten the e-signing process. Auto-chat using integrated chatbot.
  • Push notifications – get notifications about document activity so you can reach out when your offer is at the top of your customer/prospect’s mind.
  • Deal AcceleratorTM – your sales proposals will be promoted to the decision makers to speed up the sales process.
  • Video introduction – send a personal video presentation with your document to make it stand out from your competitors.
  • Reports – gives managers the relevant analytics they need in order to coach teams and increase profits using electronic signatures.
  • Signed contracts – are automatically uploaded to the company card as an activity.
  • Create selections – using GetAccept as a status, create detailed reports on all documents sent using GetAccept in SuperOffice.
  • Contract Management – manage all your signed contracts and keep track of them with the help of tags, contract reminders and analytics.

What’s new

  • Activate signing order from SuperOffice.
  • Support for BankID (or equivalent) in all the Nordic countries.
  • Add as many attachments as you like from SuperOffice.
  • Easily switch between GetAccept entities from SuperOffice.

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Description

Maximise your business by saving time and closing deals faster.