| name | sales-getaccept |
| description | GetAccept platform help — AI-powered digital sales room with proposals, e-signatures, contract management, CPQ, mutual action plans, and buyer engagement tracking. Use when your proposals aren't getting viewed or signed, digital sales room setup isn't working, e-signature workflow is broken, CRM integration with GetAccept isn't syncing deals, contract templates are inflexible and force duplicating documents, or GetAccept API calls are failing. Do NOT use for general proposal writing strategy (use /sales-proposal-page) or comparing digital sales room platforms (describe your need to /sales-do). |
| argument-hint | [describe your GetAccept question or digital sales room goal] |
| license | MIT |
| version | 1.0.0 |
| tags | ["sales","proposal","deal-room","esignature","platform"] |
| github | https://github.com/getaccept |
GetAccept Platform Help
Step 1 — Gather context
If references/learnings.md exists, read it first for accumulated platform knowledge.
-
What are you trying to do?
- A) Create and send proposals or quotes
- B) Set up a digital sales room for a complex deal
- C) Configure e-signature workflows
- D) Manage contracts (lifecycle, renewals)
- E) Integrate GetAccept with my CRM
- F) Use the GetAccept API to automate document workflows
- G) Compare GetAccept to alternatives
-
Which plan are you on?
- A) eSign ($25/user/mo)
- B) Professional ($49/user/mo)
- C) Enterprise (custom)
- D) Free trial / not sure
-
What CRM do you use? (Salesforce, HubSpot, Pipedrive, MS Dynamics, other, none)
Skip-ahead rule: if the user's prompt already contains enough context, skip to Step 2.
Step 2 — Route or answer directly
| If the question is about... | Route to... |
|---|
| General proposal writing strategy (not GetAccept-specific) | /sales-proposal-page [question] |
| Deal room strategy across platforms | /sales-deal-room [question] |
| CRM integration strategy | /sales-integration [question] |
| E-signature API comparison | Describe your need to /sales-do |
If the question is GetAccept-specific, continue to Step 3.
Step 3 — GetAccept platform reference
Read references/platform-guide.md for the full platform reference — capabilities, pricing, data model, API recipes, integration patterns.
Answer the user's question using only the relevant section. Don't dump the full reference.
Step 4 — Actionable guidance
Focus on the user's specific situation:
- Sending proposals: Use templates with merge fields for speed. Professional plan unlocks AI-assisted generation and edit-after-send. Track engagement to time follow-ups.
- Digital sales rooms: Organize by stakeholder role — executive summary, technical docs, pricing, mutual action plan. Use tracking to see which stakeholders are engaged.
