- Why GetAccept?
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.
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.
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.
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.
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!
Managing Partner, SDR Systems Group
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!
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.
There is no limit. You can create an unlimited number of templates.
Our Enterprise+ plan allows you to create email templates for sendouts of documents.