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.

No credit card required

Benefits of template library

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.

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.

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.

How to use our template library in 4 easy steps

Create
Select
Finetune
Send

UC_ST_AE_How_to_Step_1

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

UC_ST_AE_How_to_Step_2

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.

UC_ST_AE_How_to_Step_3

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

UC_ST_AE_How_to_Step_4

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

How to use DSR in 5 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!

See what top Account Executives and Sales Leaders are saying about GetAccept.

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

Christopher Maricle

Executive Director, Head Start California

"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. It has also equipped us with an E-signature solution and an onboarding solution through its platform."

David McClean

Managing Partner, SDR Systems Group

"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 sales, Chargebee

”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

“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 at Digital Theatre

DigitalSalesRoom_MostImplementable_Total

Your complete digital sales room solution

GetAccept's Digital Sales Room platform creates an authentic buying experience through deal and pipeline insights, custom sales collateral, personalized videos, and seamless integrations.

FAQ

What is the template library?

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!

Can I use sales templates with Salesforce or other CRMs?

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.

How many sales templates can I create? Is there a limit?

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

Can I create email templates?

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

Streamline your sales process!

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