PlanlinedBART Technologies Inc
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Related Products
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About
GetAccept is a digital sales room software that empowers revenue teams to streamline their document workflows, close deals faster, and drive exceptional customer experiences — from opportunity to signed deal.
Our Digital Sales Room is a centralized hub where sellers and buyers meet, collaborate, and negotiate throughout the sales process. It has two powerful parts: a Deal Room (from first meeting to proposal) and a Contract Room (from proposal to signed deal).
Deal Room: Boost your win rates by making collaboration between buyers and sellers easier – in one shared space. Upload sales collateral, create mutual action plans, and chat with your buyers in real time.
Contract Room: Empower sales reps to become top performers and create stunning proposals in minutes. Start from scratch with our in-app editor, or use smart templates for interactive, branded contracts.
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About
Planlined is benefit-proposal software for employee-benefits brokers. It turns carrier quotes, SBCs, invoices and rate sheets into side-by-side comparisons, branded proposal books and employee benefit guides. Launched as BART (Benefit Analysis Reporting Tool) in 2025.
Renewal season means re-keying the same numbers from carrier PDFs into spreadsheets and slide decks. Planlined removes that step. Upload the documents you already have and Planlined extracts the plan data into one normalized comparison, flagging anything it is unsure of so you can confirm it against the source page before it reaches a client.
From that approved case you export a branded proposal book and an employee enrollment guide, both carrying your agency's logo and colors. Because both come from the same source documents, plan data stays consistent across them. Plans and cases are stored in libraries you can reuse next renewal, and client share links send a comparison without an attachment.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Sales teams looking for a powerful digital sales room solution
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Audience
US employee-benefits insurance brokers, benefits consultants and agency teams, from solo producers to multi-office agencies, who build renewal and new-business proposals for employer groups.
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and VideosNo images available
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Pricing
$25 per user per month
GetAccept has 4 pricing editions, from $25 to $79. A free trial of GetAccept is also available. Look at different pricing editions below and see what edition and features meet your budget and needs.
E-Sign $25.00 The essential starter kit for smaller sales teams looking for an efficient contracting experience to close more deals. Deal Room Starting at $39.00 Our Deal Room is all about collaboration between buyers and sellers – in one shared space. Upload sales collateral, create mutual action plans, chat, and negotiate with your buyers in real time. Contract Room Starting at $49.00 Empower sales reps to become top performers and create stunning proposals and signable contracts in minutes. Start from scratch with our in-app editor, or use smart templates for interactive, branded contracts. Full Suite Starting at $79.00 The Complete Digital Sales Room. Collaborate seamlessly and close deals faster with our Deal Room and Contract Room – your secret weapon from sales opportunity to closed customer.
Free Version
Free Trial
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Pricing
$75/month
Free Version
Free Trial
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Reviews/
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Reviews/
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Pros & Cons from Real UsersPros
Cons
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationGetAccept
Founded: 2015
United States
www.getaccept.com
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Company InformationBART Technologies Inc
Founded: 2025
United States
planlined.com
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Alternatives |
AlternativesNo Alternatives
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Categories |
Categories |
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Proposal Management Features
Automatic Formatting
Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
Requirements Management
Revision Management
RFP Management
Task Management
Templates
Version Control
Digital Signature Features
Audit Trail
Authentication
Auto Reminders
Customizable Templates
Document Analytics
Mobile Signature
Multi-Party Signing
Progress Tracking
Task Progress Tracking
Sales Content Management Features
Audio / Video Recording
Audio File Management
Branded Sales Content
Centralized Sales Content Repository
Collaboration Tools
Content Recommendations
Email Management
Engagement Analytics
Interaction Tracking
Personalization
Sales Partner Management
Sales Training / Onboarding
Video File Management
Sales Enablement Features
Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management
Sales Engagement Features
Call Scripts / Call Steps
CRM Integration
Email Sequences
Email Tracking / Automation
Lead Management
Reporting / Analytics
Sales / Voice Dialer
Sales Automation
Search
Task Management
Templates
Workflow Management
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Integrations
AccessOwl
AdRoll
Chargebee
Close
Easyflow
Facebook
Google Ads
Google Docs
Google Drive
HubSpot Customer Platform
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Integrations
AccessOwl
AdRoll
Chargebee
Close
Easyflow
Facebook
Google Ads
Google Docs
Google Drive
HubSpot Customer Platform
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