- Why GetAccept?
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.
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 Don’t let poorly designed or outdated sales collateral negatively impact a buyer.
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.
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.
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.
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!
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.