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 bredvid GetAccept
- 10 I båda
- 7 Endast 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.Kontrollerat 28 okt. 2026Källa | 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.Kontrollerat 28 okt. 2026Källa | 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.Kontrollerat 28 okt. 2026Källa | Ja | Ja |
| Tracking | ||
| Page-by-Page Reading AnalyticsCalisto: every open and the time spent on each page, read on the proposal’s own page.Kontrollerat 28 okt. 2026Källa | Ja | Ja |
| Real-Time NotificationsCalisto: notices when the client opens, comments, picks an option, signs, pays, declines or counters.Kontrollerat 28 okt. 2026Källa | 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.Kontrollerat 28 okt. 2026Källa | Ja | Ja |
| Follow-Up | ||
| Automatic RemindersCalisto: follow-up cadences that run on their own and stop the moment the client accepts or declines.Kontrollerat 28 okt. 2026Källa | 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.Kontrollerat 28 okt. 2026Källa | Ja | Ja |
| Signing | ||
| Signing OrderCalisto: signers, a countersignature, copies and a signing order set on the proposal’s recipients, with Sign.Kontrollerat 28 okt. 2026Källa | Ja | Ja |
| Audit TrailCalisto: every signature carries an audit trail and a completion certificate, with Sign.Kontrollerat 28 okt. 2026Källa | Ja | Ja |
| Gaps | ||
| Video IntroductionA recorded video introduction and video blocks placed in the proposal.Kontrollerat 28 okt. 2026Källa | Nej | Ja |
| Digital Sales RoomA shared room per deal holding chat, files, the proposal and the contract behind one link.Kontrollerat 28 okt. 2026Källa | Nej | Ja |
| Mutual Action PlanOne shared list of steps, owners and dates between buyer and seller.Kontrollerat 28 okt. 2026Källa | Nej | Ja |
| Live Chat with the BuyerLive chat between the rep and the buyer while they read.Kontrollerat 28 okt. 2026Källa | Nej | Ja |
| Advanced and Qualified SignaturesAdvanced (AES) and qualified (QES) electronic signatures, with Mobile BankID among the ways to authenticate.Kontrollerat 28 okt. 2026Källa | Nej | Ja |
| Outside CRM IntegrationsIntegrations with outside CRMs such as Salesforce, HubSpot, Pipedrive, Microsoft Dynamics 365, SuperOffice and Upsales.Kontrollerat 28 okt. 2026Källa | Nej | Ja |
| Public APIA REST API and webhooks for documents, signing and deal rooms.Kontrollerat 28 okt. 2026Källa | Nej | Ja |
Vad som rör sig
Flyttar dina data från GetAccept
Dina data läses i din egen webbläsare och skickas till ditt Calisto-konto. Calisto ser aldrig ditt inloggningsnamn för det gamla systemet.
Från en exportfil
Exportera dina data från GetAccept och släpp in filen. Den läses in i din webbläsare och kartläggs mot Calisto.
Kontakter
Your GetAccept contacts, including past recipients
Mallar
Dokumentmallar
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.
Lär dig mer
Allt Calisto gör här
Sidorna bakom denna jämförelse: sektorn, apparna och guiderna.