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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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Benefits of template library

Sales Template
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 Don’t let poorly designed or outdated sales collateral negatively impact a buyer.

Sales Template
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.

Sales Template
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.

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How to use our template library in 4 easy steps

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

 


 

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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).


 


 

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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.


 


 

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


 


 

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

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

Christopher Maricle 

Executive Director, Head Start California

Read customer case →
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"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

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"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

Read customer case →
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”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 customer case →
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“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

Read customer case →
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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.

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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.

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