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You’ve just wrapped up a string of discovery calls, and your Deal Room is still a blank canvas. Each deal has its own nuances, priorities, and stakeholders. But the clock is ticking, and buyers expect follow-ups that are clear, professional, and relevant.
This is where AI-powered section templates in GetAccept come in. They help you create consistent, buyer-focused content without starting from scratch each time, while still giving you the flexibility to align with your company’s sales process and methodology.
Built-in templates to get started
GetAccept offers four default section templates designed to cover the core stages of most deals. Each template includes a custom prompt that adapts the content to the specific deal, drawing on content that already exists in the Deal Room, meeting transcripts, buyer details, and seller insights.
1. IntroductionSet the tone for the Deal Room, outline the purpose of the engagement, and provide a professional, welcoming start that resonates with the buyer.2. Discovery Summary
Capture insights from early conversations. Turn meeting notes into a structured summary of goals, challenges, and priorities, so everyone on your team is aligned and the buyer feels heard.3. Business Case
Translate buyer pain points into actionable proposals. Highlight how your solution addresses key needs, supports ROI, and communicates value — all without the hours of manual drafting.
4. Executive Summary
Provide stakeholders with a clear, digestible snapshot of the deal. Summarize discussions, decisions, and next steps so everyone is aligned and the deal keeps moving forward.
The real power: create your own templates
While the default templates give you a running start, the true value lies in creating your own. You can design section templates based on your company’s resources, processes, and sales methodology. And yes: you’re not just writing content, you’re shaping the layout and structure to fit the way your team works best.
Admins can create blank template sections, like customer testimonials, onboarding plans, POC outlines, or project plans, and pair them with custom AI prompts to guide how GetAccept AI fills them in. The result: sections that are consistent in format and quality across deals, yet flexible enough to adapt to each buyer.
This approach lets you:
- Keep content consistent across reps and deals.
- Ensure every section reflects your company’s approach and standards.
- Reuse proven structures while still leaving space to tailor messaging to each buyer.
It’s like having a blueprint for every deal: the foundation is ready, but you can customize it to match the unique contours of each opportunity.
How templates fit into the deal lifecycle
By embedding templates at each stage, you create a workflow that’s smooth, repeatable, and aligned with buyer needs, without forcing reps to reinvent the wheel each time.
Section templates save time, increase consistency, and let your team focus on building relationships rather than rewriting content. With both default and custom templates, every Deal Room can feel professional, relevant, and aligned with your sales process.
Available now (beta)
AI-powered Smart Content is available today in Deal Rooms and Contracts (beta). Smart Content templates are currently exclusive to Deal Rooms, with Contracts supporting the natural language editor.
This release marks an important step toward our mission to helping sales teams win more, close faster, and work smarter by reducing friction and making every buyer feel seen, understood, and prioritized.
We’re rolling out AI-powered Smart Content in early access through the end of 2025. This is just the beginning, and we’ll continue to evolve and improve its functionality with your input. To help shape what’s next, please share your feedback with your Customer Success Manager or support representative as we make regular improvements.
👉 Start exploring templates today and see how much faster and smarter your content creation can become.
