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Sales templates for Account Executives

Input vs. output to keep the deal moving: Attend to all prospects quickly by sending easily accessible, organization-wide sales content and proactively find out who the serious buyers are so that you know who to engage with and how.

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How to use sales templates in 4 easy steps

Create
Select
Finetune
Send

Create a document and choose which type, between sales, presentation, HR, and other.

Choose “Use Template” and look for the template of your choice in the search bar or in the relevant folder. If your sales ops or manager has not created any templates for you to use, click the “Template Library” button and choose a pre-made template to upload.

After choosing the template you want, start finetuning and personalizing it with relevant details for your prospect.

Add your customer as a recipient, and voila, your sales template is ready to be delivered!

How to use sales templates in 4 easy steps

Create a document and choose which type, between sales, presentation, HR, and other.

Create

Choose “Use Template” and look for the template of your choice in the search bar or in the relevant folder. If your sales ops or manager has not created any templates for you to use, click the “Template Library” button and choose a pre-made template to upload.

Select

After choosing the template you want, start finetuning and personalizing it with relevant details for your prospect.

Finetune

Add your customer as a recipient, and voila, your sales template is ready to be delivered!

Send

Benefits of template library

Wow your buyers

From pre-meeting agenda to onboarding templates, quickly reach out at all points of the sales cycle. Add video introductions, case studies, and GIFs to create the best buyer experience.

Prioritize and save time

Stop wasting time creating sales collateral from scratch. You should focus on the deal-making details that close the deal. Pre-made templates are just a click away.

Look professional

Errors happen all the time. You forget to add the right currency, price, and tax information or make a typo. CPQ eliminates all of this and makes you look professional at all times.

Why use sales templates?

Quickly reach out to buyers at every step of the sales process to keep the deal moving forward, with the right content.

Whether using it in our platform or via your CRM, templates are only a click away to help you move your buyers closer to the finish line. Beautifully branded templates enhanced with video and live chat to help you hit quota.

  • Christopher Maricle - Executive Director - Head Start California

    GetAccept will be like your first smartphone. You won’t know how you lived without it.

    Christopher Maricle, Executive Director, Head Start California

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  • David McClean - Managing Partner - SDR Systems Group

    GetAccept has helped us gain better insight into how long and who within a company is reviewing our proposal. GetAccept has given us the power to know where to focus in the sales cycle.

    David McClean, Managing Partner, SDR Systems Group

  • Germain Brion - Vice President of Sales - Chargebee

    We were looking for a solution to allow us to use videos to engage prospects, send trackable sales materials, forward proposals, and gather signatures on contracts all within Freshsales CRM. GetAccept was the answer.

    Germain Brion, Vice President of Sales, Chargebee

    Read more
  • Meghan LaMountain - Global Sales Enablement Manager - Cheq

    Throughout our process, including a lot of customizations, the team at GetAccept was there to guide us and really went above and beyond to get us up and running.

    Meghan LaMountain, Global Sales Enablement Manager, Cheq

    Read more
  • Richard Smith - Licensing Director - Digital Theatre

    You guys did absolutely everything, and the relationship was awesome. Other suppliers within the same space did not give us the care, attention, and consultation that GetAccept were able to.

    Richard Smith, Licensing Director, Digital Theatre

    Read more

Frequently asked questions

The template library contains pre-built collateral to use in sales communication. They range from pre-meeting agendas to post-meeting summaries, sales proposals, quotes, project scopes, case studies, onboarding documents, and much more. Check out our business templates to get inspired!

There is no limit. You can create an unlimited number of templates.

Yes. GetAccept integrates with all your favorite tools, and account executives can use the templates directly from their CRM like Salesforce, HubSpot, Pipedrive, and more. Make sure that you add merge tags in the templates so data can be fetched from your CRM into the template.

Our Enterprise+ plan allows you to create email templates for sendouts of documents.

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