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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 touch points in the sales process to move the deal forward.

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How to use our template library in 4 easy steps

Start
Organize
Create
Save

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!

How to use our template library in 4 easy steps

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

Start

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).

Organize

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.

Create

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

Save

Benefits of template library

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.

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.

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.

Share documents internally

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.

  • Richard Smith - Licensing Director

    “Other suppliers within the same space did not give us the care, attention, and consultation that GetAccept were able to. You guys did absolutely everything, and the relationship was awesome.”

    Richard Smith Licensing Director, Digital Theatre

  • Christopher Maricle - Executive Director

    “GetAccept will be like your first smartphone. The solution that you didn't know you needed."

    Christopher Maricle Executive Director, Head Start California

  • David McClean - Managing Partner

    "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"

    David McClean Managing Partner, SDR Systems Group

  • Meghan LaMountain - Global Sales Enablement Manager

    "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

  • Germain Brion - SVP Corporate Strategy

    "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 our CRM. GetAccept was the answer."

    Germain Brion SVP Corporate Strategy, Chargebee

FAQ

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!

There is no limit. You can create an unlimited number of templates.

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.

Our Enterprise+ plan allows you to create email templates for sendouts of documents.

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Germain Brion - SVP Corporate Strategy

"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 our CRM. GetAccept was the answer."
Germain Brion, SVP Corporate Strategy, Chargebee