GetAccept is a digital sales room and document automation platform that helps you create, send, track, and sign business documents. This guide walks you through signing up, verifying your email, and taking your first steps in the platform.

To create your GetAccept account, you need a work email address. GetAccept does not accept private email addresses (such as Gmail, Yahoo, or Outlook personal accounts) for account creation.

Note: If you receive an error message when trying to create an account with a work email, or if you're unsure whether your email qualifies, please contact GetAccept support via the chat feature on our website.

After signing up, GetAccept sends a verification email to the address you provided. Check your inbox (and spam folder, just in case) for an email from GetAccept.

Email verification activates your account and allows you to proceed with the onboarding walkthrough.

Once you've verified your email, GetAccept guides you through a brief onboarding walkthrough. This introduction covers the core features and helps you understand the platform's main capabilities.

The walkthrough is optional , you can skip it at any time and access the Dashboard directly. However, completing it gives you a quick overview of creating Deal Rooms, sending documents, and tracking engagement.

After signing up and verifying your email, you land on your Dashboard. The Dashboard is your central hub for managing all sales activity and documents.

From the Dashboard, you can:

The left sidebar provides navigation to all major sections: Dashboard, Dealboard, Documents, Contracts, Content, and Analytics.

As the account creator, you are automatically assigned the Administrator role. This means you have full access to:

Administrators can create new users and assign them different roles (Manager or User) with more limited permissions. You can manage all of this from Settings once you're ready.

GetAccept's two core modules are Contracts and Deal Rooms. You can start with either one right away on your free trial.

Send Your First Contract: If you need to send a document for signature or review, follow the guide Send Your First Contract. This walks you through creating a simple document from a template, adding recipients, and sending it out.

Create Your First Deal Room: If you want to build a collaborative digital sales space for a buyer, follow the guide Create a Deal Room. This covers setting up a branded room with pages, content, and participant access in minutes.

Your GetAccept account includes a free trial period with access to core features:

Advanced features like electronic identification (eID/BankID) and Qualified Electronic Signature (QES) are available on paid plans.

Once you've explored the platform, consider these next steps:

Add Team Members: Invite your colleagues so they can create and send documents alongside you. Each user needs their own login. See Add Users to Your Account for step-by-step instructions.

Set Up Your Entity: Configure your company information, timezone, language, and basic branding. This ensures all documents reflect your company details. See How to Set Up and Manage an Entity for details.

Enable Security Features: Optionally enable two-factor authentication (2FA) to protect your account. See How to Enable Two-Factor Authentication.

Your free trial provides access to essential features. When you're ready to upgrade to a paid plan, you unlock advanced capabilities:

For information about subscription plans, pricing, and how to upgrade, see How Can I Upgrade My Account?

If you have any questions during signup or your first steps in GetAccept, use the chat feature at the bottom right of any page. Our support team is here to help you get started.