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With GetAccept, flexibility is at your fingertips to engage buyers in new ways and reach hit rates of 75% on your documents.

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Sales templates for Sales Operations Professionals

Do you want to bridge gaps in the sales process and minimize wasted time for your sales team? Help your sales reps craft beautiful sales templates for all touchpoints in the sales process to move the deal forward.

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Sales Operations

Benefits of template library

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Look professional

Help your sales team create more proposals that will seal the deal. Ensure the relevant collateral is shared and understand which content wins so your reps can shorten their sales cycle.

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Increase efficiency

Your reps will spend less time on content creation to reallocate their energy on prospecting, following up on pending deals… you name it.

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Data integrity

Never lose data. Keep reps working from one location, so they won’t need to toggle between systems. Sales reps can use any of the templates you give them access to.

Why use sales templates?

Empower your sales team with beautiful sales templates and let them focus on what they do best: sell.

With GetAccept, you can easily create all types of templates, from pre-meeting agendas to business proposals and quotes, case studies, project scopes, and onboarding documents. Make them come to life with videos and live chat so your reps can truly stand out.

Sales Operations

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

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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

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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

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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

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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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