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.
Feature by feature
Calisto Proposals beside GetAccept
- 10 In both
- 7 Only in GetAccept
| 17 features | 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.Checked 28. okt. 2026Source | Yes | Yes |
| 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.Checked 28. okt. 2026Source | Yes | Yes |
| 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.Checked 28. okt. 2026Source | Yes | Yes |
| Tracking | ||
| Page-by-Page Reading AnalyticsCalisto: every open and the time spent on each page, read on the proposal’s own page.Checked 28. okt. 2026Source | Yes | Yes |
| Real-Time NotificationsCalisto: notices when the client opens, comments, picks an option, signs, pays, declines or counters.Checked 28. okt. 2026Source | Yes | Yes |
| 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.Checked 28. okt. 2026Source | Yes | Yes |
| Follow-Up | ||
| Automatic RemindersCalisto: follow-up cadences that run on their own and stop the moment the client accepts or declines.Checked 28. okt. 2026Source | Yes | Yes |
| 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.Checked 28. okt. 2026Source | Yes | Yes |
| Signing | ||
| Signing OrderCalisto: signers, a countersignature, copies and a signing order set on the proposal’s recipients, with Sign.Checked 28. okt. 2026Source | Yes | Yes |
| Audit TrailCalisto: every signature carries an audit trail and a completion certificate, with Sign.Checked 28. okt. 2026Source | Yes | Yes |
| Gaps | ||
| Video IntroductionA recorded video introduction and video blocks placed in the proposal.Checked 28. okt. 2026Source | No | Yes |
| Digital Sales RoomA shared room per deal holding chat, files, the proposal and the contract behind one link.Checked 28. okt. 2026Source | No | Yes |
| Mutual Action PlanOne shared list of steps, owners and dates between buyer and seller.Checked 28. okt. 2026Source | No | Yes |
| Live Chat with the BuyerLive chat between the rep and the buyer while they read.Checked 28. okt. 2026Source | No | Yes |
| Advanced and Qualified SignaturesAdvanced (AES) and qualified (QES) electronic signatures, with Mobile BankID among the ways to authenticate.Checked 28. okt. 2026Source | No | Yes |
| Outside CRM IntegrationsIntegrations with outside CRMs such as Salesforce, HubSpot, Pipedrive, Microsoft Dynamics 365, SuperOffice and Upsales.Checked 28. okt. 2026Source | No | Yes |
| Public APIA REST API and webhooks for documents, signing and deal rooms.Checked 28. okt. 2026Source | No | Yes |
What moves
Bringing your data from GetAccept
Your data is read in your own browser and sent to your Calisto account. Calisto never sees your login for the old system.
From an export file
Export your data from GetAccept and drop the file in. It is read in your browser and mapped onto Calisto.
Contacts
Your GetAccept contacts, including past recipients
Templates
Document templates
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.
Learn more
Everything Calisto does here
The pages behind this comparison: the sector, the apps and the guides.