SWITCH FROM GETACCEPT
GetAccept to Calisto Proposals
Proposals builds a designed proposal and its quote on one record, sends it by email, text or link, shows each page the client reads, and takes the client’s choice, signature and payment on their own page, with Sign and Payments.
Funktion for funktion
Calisto Proposals ved siden af GetAccept
- 10 I begge
- 7 Kun i GetAccept
| 17 funktioner | Calisto Proposals | GetAccept |
|---|---|---|
| Building | ||
| Proposal TemplatesCalisto: Calisto templates by industry and the account’s own, each a Design worn in a Theme, started with Use This Template.Kontrolleret 28. okt. 2026Kilde | Ja | Ja |
| Content Editor That DraftsCalisto: Write a Section drafts a section’s words in the writer’s language and chosen tone, with merge fields where the client’s name belongs.Kontrolleret 28. okt. 2026Kilde | Ja | Ja |
| The Quote | ||
| Pricing Tables from a Product LibraryCalisto: quote lines picked from the price book, which is the account’s own catalog, priced in the proposal’s currency.Kontrolleret 28. okt. 2026Kilde | Ja | Ja |
| Tracking | ||
| Page-by-Page Reading AnalyticsCalisto: every open and the time spent on each page, read on the proposal’s own page.Kontrolleret 28. okt. 2026Kilde | Ja | Ja |
| Real-Time NotificationsCalisto: notices when the client opens, comments, picks an option, signs, pays, declines or counters.Kontrolleret 28. okt. 2026Kilde | Ja | Ja |
| Collaboration | ||
| Comments from the BuyerCalisto: the client comments on their page, and each comment reaches the sender as a notice they can answer from the proposal.Kontrolleret 28. okt. 2026Kilde | Ja | Ja |
| Follow-Up | ||
| Automatic RemindersCalisto: follow-up cadences that run on their own and stop the moment the client accepts or declines.Kontrolleret 28. okt. 2026Kilde | Ja | Ja |
| Expiry DateCalisto: a validity in days from sending, with warnings to the client at 7, 3 and 1 days and Extend to give more time.Kontrolleret 28. okt. 2026Kilde | Ja | Ja |
| Signing | ||
| Signing OrderCalisto: signers, a countersignature, copies and a signing order set on the proposal’s recipients, with Sign.Kontrolleret 28. okt. 2026Kilde | Ja | Ja |
| Audit TrailCalisto: every signature carries an audit trail and a completion certificate, with Sign.Kontrolleret 28. okt. 2026Kilde | Ja | Ja |
| Gaps | ||
| Video IntroductionA recorded video introduction and video blocks placed in the proposal.Kontrolleret 28. okt. 2026Kilde | Nej | Ja |
| Digital Sales RoomA shared room per deal holding chat, files, the proposal and the contract behind one link.Kontrolleret 28. okt. 2026Kilde | Nej | Ja |
| Mutual Action PlanOne shared list of steps, owners and dates between buyer and seller.Kontrolleret 28. okt. 2026Kilde | Nej | Ja |
| Live Chat with the BuyerLive chat between the rep and the buyer while they read.Kontrolleret 28. okt. 2026Kilde | Nej | Ja |
| Advanced and Qualified SignaturesAdvanced (AES) and qualified (QES) electronic signatures, with Mobile BankID among the ways to authenticate.Kontrolleret 28. okt. 2026Kilde | Nej | Ja |
| Outside CRM IntegrationsIntegrations with outside CRMs such as Salesforce, HubSpot, Pipedrive, Microsoft Dynamics 365, SuperOffice and Upsales.Kontrolleret 28. okt. 2026Kilde | Nej | Ja |
| Public APIA REST API and webhooks for documents, signing and deal rooms.Kontrolleret 28. okt. 2026Kilde | Nej | Ja |
Hvad der bevæger sig
Flyt dine data fra GetAccept
Dine data læses i din egen browser og sendes til din Calisto-konto. Calisto ser aldrig dit login for det gamle system.
Fra en eksportfil
Eksporter dine data fra GetAccept og drop filen ind. Den læses i din browser og kortlægges på Calisto.
Kontakter
Your GetAccept contacts, including past recipients
Skabeloner
Dokumentmaler
Moving from GetAccept
Questions about switching
Can the client sign and pay on the proposal itself?
Yes. The client accepts, signs in place with Sign, and pays a deposit or the full amount through the business’s own gateway in Payments, all on one page.
Can a client choose between options?
Yes. Option tiers, optional lines and quantities within the bounds you set are chosen by the client, and what they chose becomes the quote’s lines when they accept.
What happens after the client accepts?
The deal moves in Deals, and the business’s own rules in Automations can raise the invoice in Ledger, open the order in Orderflow or create a task.
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