App modes, document types, and how they connect to Reports
Depending on what app mode your profile is set to, you will see different options in GetAccept - both on the Dashboard and when creating documents. Your app mode can be changed in your profile/entity settings.
App modes and Reports
GetAccept has two app modes:
Sales app mode
Use Sales mode if you work with deals and sales documents.
You get the Sales-style Dashboard (deal-focused widgets).
Reports are available in Sales mode and can be used to analyze performance over a selected time period.
Business app mode
Use Business mode if you work with HR or agreement workflows.
You get the Business-style Dashboard (document lifecycle widgets).
Reports are not available in Business mode.
Document types and what they mean
Document type helps you categorize what you are sending. The available document types depend on your app mode.
Document types (Sales app mode)
Non-signable document
Use this when the document does not need to be signed and is only meant to be read (for example, a Digital Sales Room or shared content).Sales
Use this for business and sales documents such as agreements, quotes, or price inquiries.
Sales documents are also the main basis for sales performance metrics (see “How Reports use document types” below).HR
Use this for employment-related documents such as employment contracts, confidentiality agreements, or internal policy documents.Other
Use this for document types that don’t fit the categories above.
Document types (Business app mode)
Non-signable document
Use this when the document does not need to be signed and is only meant to be read.Contract
Use this for employment, operational, or procurement agreements.Other
Use this for document types that don’t fit the categories above.
How Reports use document types (Sales app mode)
In Sales app mode, Reports can include different document types depending on the metric, but it’s important to know that some metrics are Sales-only by design.
Metrics that are based on Sales documents only
The following metrics are calculated only from Sales documents:
Hit rate
Average time to close a deal
Won deals (in the performance section)
This means:
If you mainly send HR, Other, or Non-signable documents, your Sent/Signed metrics may still change, but Hit rate and Average time to close may be low or show as 0 for the selected period.
Metrics that can include more document types
Some Summary metrics (such as Sent documents, Signed documents, and their values) are calculated based on the metric definition and your selected filters/date range, and may include multiple document types.
How to read these numbers in Reports
All metrics in Reports are calculated inside your selected date range, and compared to a Previous period of the same length immediately before it.
Metric | What it measures | Included when… (key date) | Notes |
Sent documents | Number of documents sent in the period | The document’s Sent date is within the selected date range | Counts documents sent during the period (not when they were signed). |
Sent value | Total value of sent documents | Sum of the Document value for documents included in Sent documents | Uses the document value field on send. |
Expired documents | Documents that expired in the period (not completed) | The document’s Expiration date is within the date range and the document is not signed/recalled/lost/draft | This is “expired during the period,” not “expired right now.” |
Deals sent (Deals total) | Total deal pipeline activity in the period | The deal’s Expiration date OR Signed date OR Lost date is within the selected range (and not draft/recalled; requires it to be a signable deal) | Broader than “Sent documents” — includes deals that had outcomes/activity in the period. |
Deals value | Total value of deals total | Sum of the Document value for documents included in Deals total | Shows pipeline value associated with “Deals total.” |
Lost documents | Lost deals in the period (sales) | Sales deals that are not recalled, where the Lost date is in range OR the deal expired in range | “Lost” can be explicit (Lost date) or implicit via expiration (per definition). |
Signed documents | Documents signed in the period | Status is Signed (or Signed without verification) and the Signed date is within the selected range | This is the “wins completed during the period.” |
Signed value | Total value of signed documents | Sum of the Document value for documents included in Signed documents | Represents total “won value” for the period. |
Recalled documents | Deals recalled/withdrawn in the period (sales) | Sales deals with status Recalled, where the Expiration date or Lost date falls within the date range | Counts withdrawn deals tied to the period via expiration/lost date. |
Hit rate (important details)
Reports Hit Rate is calculated so that deals “belong to the period”:
Signed (numerator): Deals that were Signed in the period, and where the Sent date or Lost date is also in the period
Sent (denominator): Deals that were not recalled, where the Sent date or Lost date is in the period
Sales app mode-only: This metric always uses sales deals
Filters that affect the totals
Reports can be filtered by:
Date range
Scope: Me / My Team / All (permission-based)
Users (where available)
Tags (if enabled)
Common examples
Example 1: Sent last month, signed this month
Counted under Sent documents last month (Sent date last month).
Counted under Signed documents this month (Signed date this month).
Example 2: Why Signed documents can be 0 but Sent documents is not
If documents were sent during the period, but none were signed during the same period:
Sent documents > 0 (Sent date in range)
Signed documents = 0 (no Signed date in range)
Example 3: Why Hit rate can be 0% even when you have signings
Hit rate only includes deals where the Sent/Lost date and the Signed outcome align with the selected period.
So you may have Signed documents in the period, but Hit rate can still be low or 0 depending on which deals “belong” to that date range.