Case Study: Diners Club streamlines eSigning and sales workflows with GetAccept

A GetAccept Case Study

Preview of the Diners Club Case Study

Diners Club - Customer Case Study

Diners Club International, a financial services leader in the UK, needed a new eSigning solution after switching to Pipedrive because their previous tool, Adobe EchoSign, didn’t integrate with their CRM. They wanted something more than a basic signature tool: a platform that could add personalization, better analytics, and stronger support while fitting seamlessly into their sales process.

GetAccept provided an integrated eSigning workflow connected to Pipedrive, using merge fields, in-CRM document creation and sending, automated reminders, analytics, and audit trails. The rollout was smooth enough that Diners Club later expanded to a second entity with its own branding and templates, and the sales team adopted it quickly—new users could learn it within a day. Diners Club said GetAccept’s customer care team was a pleasure to work with, and the company reported faster turnaround, better visibility into sendouts, and improved reporting across the sales cycle.


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Diners Club

Daniel Robertson

Reporting & MI Analyst


GetAccept

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