SAN FRANCISCO, California – 1st August 2026 – GetAccept Inc. today announced the general release of a configurable business proposal template and expanded workflow automation designed to simplify proposal preparation and promote consistent processes across sales teams.
The release combines a reusable proposal structure with automated data entry, pricing calculations, document controls, approvals and sharing. Sales representatives can tailor each proposal while maintaining approved company branding, service descriptions and legal language.
“Sales teams need a consistent proposal process without making every customer engagement sound the same,” said a GetAccept product spokesperson. “This release brings proposal structure, account data, pricing logic and review controls into one workflow so representatives can devote more attention to customer needs and less to document assembly.”
Structured, Adaptable Proposals
The business proposal template provides sections for:
- Executive summary and company introduction
- Customer challenges and business objectives
- Proposed solution and expected outcomes
- Scope of work and implementation process
- Pricing, optional services and timeline
- Terms, acceptance instructions and signatures
Teams can maintain reusable content while adding details from prior conversations, customer-specific objectives, relevant examples, case studies and customer stories. Pricing tables display items, quantities, unit prices, totals and optional services in a consistent format.
Expanded Workflow Automation
The release automates several administrative steps associated with proposal creation, including:
- Population of customer and account information
- Product and service selection
- Pricing calculations
- Version management
- Internal review and approval routing
- Document delivery and sharing
- Acceptance instructions and digital signatures
The controls are intended to limit repetitive data entry and help teams avoid outdated pricing, inconsistent formatting and omitted information. GetAccept has not issued performance guarantees for preparation time, approval time or error reduction; organizations can use the accompanying analytics to evaluate results within their own workflows.
Availability and Access
The features are available beginning August 1, 2026, through GetAccept’s web platform for eligible cloud subscriptions that include proposal creation and workflow automation. The release is available to customers worldwide.
Existing customers can access the capabilities from their template and workflow settings, subject to account permissions and administrator configuration. Customer, product catalog and pricing information can be populated through connections already configured within an organization’s GetAccept account. No new third-party integrations are included in this announcement.
Customers can confirm subscription eligibility and account configuration with their GetAccept representative.
Proposal Performance Analytics
Sales leaders can monitor proposal activity using indicators that include:
- Proposal win rate
- Average preparation time
- Time to customer approval
- Revision frequency
- Engagement with proposal content
These measurements can help teams identify workflow bottlenecks, assess content performance and refine proposal practices over time. The release is intended to support onboarding, collaboration and governance across sales, legal and pricing teams while preserving the ability to personalize each customer proposal.
About GetAccept Inc. GetAccept Inc. develops proposal creation and workflow automation capabilities for sales organizations. Its platform combines structured templates, personalization controls, automated processes and analytics to help teams maintain consistent proposal quality and support sales rep productivity.
Media Contact
Media Relations
Email: finance@getaccept.com
GetAccept Inc.
Website: www.getaccept.com