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AI Agent Tool

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Getaccept

AI-powered digital sales room platform for proposal creation, e-signatures, buyer engagement tracking, and CRM-integrated deal closing.

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getaccept.com

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About Getaccept

GetAccept is a digital sales room and proposal software platform founded in San Francisco and backed by Y Combinator, Bessemer Venture Partners, and DN Capital (total funding ~$30.6M through a Series B in 2021). It serves over 5,000 revenue teams by centralizing deal content, buyer communication, and contract signing into a single shareable branded microsite, replacing scattered email threads and static PDFs. The core workflow lets sales reps create personalized proposals and contracts in minutes using AI that understands deal context, then share them via a Deal Room link where all stakeholders can access content, negotiate terms, leave comments, and sign electronically. Real-time engagement analytics show exactly which sections buyers viewed, for how long, and who the active stakeholders are, giving reps timely signals to follow up. GetAccept offers native two-way integrations with major CRMs including HubSpot, Salesforce, Pipedrive, Microsoft Dynamics 365, and Upsales. Product and pricing data can be pulled directly from CRM records into proposals, and signed contract status, buyer activity, and engagement data sync back automatically, keeping the CRM up to date without manual entry. Electronic signatures in GetAccept are compliant with the U.S. ESIGN Act, UETA, and EU eIDAS regulations, making them legally binding across North America and Europe. Contract management features handle storage, renewal reminders, and audit trails. As of 2025, the company reported approximately $17.8M ARR with around 162 employees.

AI Agent Use Cases

- Digital Sales Rooms: branded microsites per deal centralizing content, conversation, and signatures

- AI-powered proposal creation with deal-context awareness and personalization

- Electronic signatures compliant with ESIGN, UETA, and EU eIDAS

- Real-time buyer engagement analytics (views, time-on-section, stakeholder activity)

- Two-way CRM sync with HubSpot, Salesforce, Pipedrive, and Microsoft Dynamics 365

- Contract management with storage, renewal tracking, and audit trails

- Interactive pricing tables and CPQ-style quote configuration

- REST API for custom integrations with existing tech stacks

Available Actions

These are the specific actions that AI agents can perform with this tool

Inputs

firstName

The first name of the contact.

lastName

The last name of the contact.

fullName

Use to specify full name instead of first/last name.

email

The email of the contact.

title

The title of the contact. e.g. CEO, Sales Manager.

phone

Phone number of the contact in international format.

mobile

Nobile number of the contact in international format.

note

Internal note for contact.

companyName

Associated company.

companyNumber

Associated Company Number.

Inputs

name

The name of the document.

type

Document type is used to set default values and look of a document.

value

Monetary value of document in entity currency.

fileIds

File Ids to previusly uploaded files, see section [\

fileName

Sending a file, you must to type the filename of the document, with the extension. This will be helpful for converting different file-types.

fileURL

Url to document file. Documents must be public available for download.

recipients

A list of valid JSON of recipients you

isSigning

Should the document be enabled for e-signing.

isSigningOrder

Use specific order for signers.

isSigningBiometric

Drawn signature when signing.

isSigningInitials

Initials are set as default sign method.

isSelfsign

Should the sender also sign the document.

expirationDate

Default value from entity settings but can be overrided by setting a date. Accepted formats: `yyyy-MM-dd`, `dd-MM-yyyy`, `MM/dd/yyyy`, `yyyy-MM-ddTHH:mm:ss.SSSZ`, `Unix timestamp in seconds`

isReminderSending

Should the system automatically send reminders based on the entity sending settings?

isSigningForward

Should a recipient be able to forward the signing rights to someone else?

isIdentifyRecipient

Enable identification of new recipients by cookie.

isSMSSending

Should the sending automatically include an SMS message to recipients with valid mobile numbers?

isAutomaticSending

Used to send documents immediately. Requires a file-parameter to import and send. **true: Send immediately** and **false: Status draft**.

isScheduledSending

If the automatic sending should be scheduled.

scheduledSendingTime

Date and time when document will be sent if scheduled.

videoId

Specify a video to be presented before the document is opened.

templateId

Use this to specify a template to be used for the document.

replacePages

True to replace pages in template.

keepFields

True to keep form fields in template.

senderEmail

Use this to specify the sender user/owner by email to be used for the document.

communicationTemplateId

Use this to specify the communication template to be used for the document.

emailSendSubject

Use this to specify the subject line used to send out the document.

emailSendMessage

Use this to specify a message to the recipient(s) when sending out the document.

customFields

Enter custom data to be used identifying the field either by **name** or **id**.

attachments

A list of attachments to include with the document. Every attachment must contain a type and a title. If the type is file, it must have the **Id** field, if the type is external, it must have **url** field. [See the object here](https://app.getaccept.com/api/#createdocument).

customPricingTables

A list of pricing-table objects. [See the object here](https://app.getaccept.com/api/#createdocument).

Inputs

documentId

The id of the document.

type

Type of reminder to send.

notOpened

This reminder will be sent if the recipients haven

notSigned

This reminder will be sent if the recipients haven

videoId

Only when using video reminders. Use an existing or [upload a video](https://app.getaccept.com/api/#uploadvideo) and use the received video_id.

text

The text content of the reminder email. Can contain merge tags.