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Sales templates for Sales Leaders

Sales reps often win or lose the deal before they reach the proposal stage of their deal process. Enable them with strategic collateral and communication methods that stand out so they can increase quality in early-stage deals and quickly send proposals for a seamless close.

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How to use our template library in 4 easy steps

Start
Organize
Create
Save

Go to the “Content” tab on the left-hand menu.

Create a new folder or choose an existing one so your new template is stored in the right location(you can always move it later).

Create a new template from scratch or visit our Template Library for some inspiration. Personalize it by using our editor, adding links or videos, or uploading files from your desktop or Google Drive.

The template saves automatically as you build it so you never lose anything!

How to use our template library in 4 easy steps

Go to the “Content” tab on the left-hand menu.

Start

Create a new folder or choose an existing one so your new template is stored in the right location(you can always move it later).

Organize

Create a new template from scratch or visit our Template Library for some inspiration. Personalize it by using our editor, adding links or videos, or uploading files from your desktop or Google Drive.

Create

The template saves automatically as you build it so you never lose anything!

Save

Benefits of template library

Look professional

Your reps are not designers, and research suggests that you have seven seconds to make a great first impression. Don’t let poorly designed or outdated sales collateral negatively impact a buyer.

Increase efficiency

Prospecting, designing a solution, documenting, negotiating… There are many parts of the deal cycle a rep should focus on. Crafting proposals is not one of them.

Use our templates

We’ve already created many templates for you to use: proposals, onboarding, pre-meeting notes, RFPs, case studies… You’ve got your work cut out for you.

Why use sales templates?

Don’t make your sales team waste time on the wrong things. Equip them with sales templates to keep the deal moving along faster.

From their CRM or within GetAccept, sales templates will enable your team to interact with buyers at all stages of the deal cycle, from pre-meeting agendas to proposals, quotes, case studies, and even onboarding documentation.

  • 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

FAQ

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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