GetAccept · quotes

GetAccept integration: quotes and signature in your flow

A GetAccept integration means a quote composed in your system is sent as a GetAccept document, and status — opened, commented, signed — comes back on the deal. GetAccept is a sales tool first, a signature tool second. If you do not have a sales team living in a pipeline, consider [Penneo](/articles/integrations/penneo-integration) or built-in MitID instead. You sync recipient, document and template, status events back on the case or deal, and the signed file in your archive. Do not build a new quote tool and GetAccept. One place the quote is edited. GetAccept displays and collects.

If you already pay for GetAccept, integrate it. Do not move stack in the middle of a build. Contact with a screenshot of your current quote.

Tilbud sendt
Åbnet
Status tilbage på dealen
The quote is edited with you, shown in GetAccept — opened and signed back on the deal.

What you sync in a GetAccept integration

  • Recipient, document, template
  • Status events back on the case/deal
  • The signed file in your archive

What you should not do

Build a new quote tool and GetAccept. One place the quote is edited. GetAccept displays and collects.

1

Draft

Lines and price live in your system — or in the template you already have in GetAccept, not in both.

2

Send

The document opens with the customer. You see opens and comments.

3

Signed

The file lands in the archive. The deal can become won and create a job.

Composed with you. Sent via GetAccept. Status home on the deal.

GetAccept is one integration: Small DKK 18,000 + DKK 600/month. Together with Pipedrive or HubSpot that is two. See pricing.

Say whether sales already live in GetAccept, or whether you just need a signature. The first is this article. The second is Penneo or MitID. Quote within 24 hours.

FAQ: GetAccept integration

GetAccept or HubSpot documents?

If you already pay for GetAccept, integrate it. Do not move stack in the middle of a build.

Do we need GetAccept without a sales team?

Rarely. Then Penneo or built-in MitID is the right track.

Where is the quote edited?

One place. Either your system or GetAccept. Two editors give two prices on the same deal.

Can a signed quote create a job?

Yes. That is often the whole point: won in GetAccept, job in your operations. Scope it as one flow.