GetAccept allows you to create templates using PDF documents to streamline document creation and ensure consistency in your sales and customer interactions. Follow these steps to create and optimize your templates efficiently.
Step 1: Upload Your PDF Document
Log in to your GetAccept account.
Navigate to the Content.
Click Template.
Select Upload Document and choose your PDF file, word document.
Step 2: Customize Your Template
Once your PDF is uploaded, you can customize it by adding interactive elements such as text fields, signatures, checkboxes, and videos.
Adding Signature & Text Fields
Click Add in the right corner.
Drag and drop Signature and Text Fields where they are needed.
Text Field Options
Field name
Require to fill in text for the one who is connected to the field
Assign field to senders or recipients
Select text size.
Move to another page.
Duplicate fields.
Inserting Custom Variables
Use the Validated Fields feature to create placeholders for dynamic content such as recipient name, company name, or deal value.
Note: When sending a document using the template, these fields will automatically populate with data.