Integration: Send Sales Documents From Close.io With Tracking and eSigning Using GetAccept

Posted on March 09, 2016 by Samir Smajic tagged integration, tagged crm
Samir Smajic

We are happy to announce that we have a new seamless integration with Close.io that gives you the possibility to send and track your sales documents with a single click. Insight-driven sales has never been so simple. Or beautiful!

GetAccept in Close.io

Have you ever wondered what's happening to your documents after you press the send-button? With one click from your lead inside Close.io you can send your sales documents and get real time insights directly back to the lead.

closeio-2.gif

One click away and you have all your sent sales documents tracked in Close.io

Just click on the link to start the eSigning workflow from Close.io. All data will be added into GetAccept so the only thing you need to do is upload the document.

After adding your document you can record and upload a personalized video using the GetAccept mobile app. This makes your document stand out from others and keep you top-of-mind in important sales processes. GetAccept will automatically help you to push the deal forward towards a decision.

All events connected to the document will be added as notes on the lead in Close.io and you can always click your way to the document directly. If a document is getting eSigned it will always be available from the lead in Close.io.

closeio-1.png

GetAccept lives in Close.io and you will get a full overview  of your sent sales documents

In GetAccept

getaccept-dealboard-closeup.png

In GetAccept you get a awesome overview of all sent documents and the progress

All sent sales document are beautifully organized and you can see the process of every sent document in real time and even analyze how long each pages has been viewed. Deep insights creating a powerful sales advantage. Catch a lead in the moment they’re thinking about you, and be prepared to focus in parts of your proposal that caught their attention.  

GetAccept will help you to push the deal forward by taking different actions based on the activities from the recipients. GetAccept support among other things email reminders, SMS links to document, auto-chat-dialogue and targeted remarketing campaigns to decision makers and influencers.  When the lead is ready to say YES they eSign the deal. Simple and secure directly in GetAccept.

getaccept-review.png

Deep insights gives you an advantage and you can take action to close the deals faster

What is Close.io

CRM and sales communication platform with integrated VoIP phone and email syncing. They push the boundaries of your sales team by offering an easy-to-use platform which the most powerful search capabilities of any CRM on the market and a seamless phone and email system offering your sales team the ability to do more in a day with less data entry. Check it out at close.io

Signup and Connect 

Recent Posts