If you store formatted text in Salesforce—such as terms and conditions or product descriptions—you can now easily display that content in your GetAccept Deal or Contract Room, with the original formatting preserved.
This update removes the need to manually reapply formatting (like bold, bullet points, or line breaks) after merging data from Salesforce.
What’s New?
We’ve introduced a feature called the Merge Text Element, designed specifically to support formatted rich text from Salesforce fields.
This feature is especially useful if you want to display rich content like:
Meeting notes
Legal disclaimers
Detailed product/service descriptions
Pre-written customer communication
Where it Works
Deal Room templates
Contract Room templates
(The setup is the same for both.)
How to Use Formatted Merge Tags
Open a Template
Navigate to your Deal Room or Contract Room template.Add a Text Block
In the Editor, insert a regular text element where you'd like your formatted content to appear.Enable Merge Text Mode
Click on the text element, then choose the Merge tag option.
Toggle "Convert to merge text element" ON.Insert Your Merge Tag
Paste your Salesforce merge tag connected to the rich text field (e.g.,{{opp.custom_field__c}}).Once enabled, this text block will expect and preserve the formatting from Salesforce.
Preview Your Deal Room
When the room is created via Salesforce, you’ll see your formatted text automatically appear—no manual styling required!
The formatting (bold, line breaks, lists, etc.) must exist in Salesforce before the room is created.
You won’t be able to edit the content directly in GetAccept once it’s merged.
This feature supports only one merge tag per Merge Text Element.
Example Use Case
Let’s say your team stores meeting notes in a rich text field in Salesforce. By using this feature, those notes can now automatically appear—formatted and styled—in the meeting section of your Deal Room.