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