The GetAccept Editor is the core tool for building rich, dynamic proposal and contract content. It allows teams to create flexible, high-quality documents using modular blocks, structured layouts, reusable elements, and interactive fields. This article explains how the Editor is structured, which elements you can add, and how interactions like merge tags and locking work.
1. Editor Blocks
Editor blocks are the building units of your document.
Each block contains its own content, layout, and formatting. You can:
Add new blocks anywhere in the document
Reorder blocks
Insert elements and layouts inside a block
Lock blocks to control who can edit them
Using multiple blocks helps you organize content, control formatting, and ensure clean updates after sending.
2. Elements
Elements are the individual components you place inside a block. They allow you to build flexible, visually clear layouts.
Core content elements
Text — headings, paragraphs, descriptions
Image — uploaded or embedded visuals
Divider — visual separation between sections
Structured elements
Columns — arrange content in 2+ vertical sections
Table — display structured data
Pricing table — configure line items, products, taxes, and totals
Pricing table summary — summarize multiple pricing tables
Form elements (interactive fields)
These are used to collect recipient input or signatures:
Text field
Dropdown
Checkbox
Email field
Date selector
Signature field
Form elements can be assigned to specific recipients and can be required or optional.
3. Layout Options
Layouts define the structure inside a block. You can use:
Single-column layouts for simple content
Multi-column layouts to combine text, pricing tables, and images
Nested layout structures created by placing elements inside columns
Layouts help ensure consistent formatting and responsive behavior across devices.
4. Interactions & Logic Inside the Editor
Merge tags
Merge tags automatically insert personalized or CRM-synced data into your content.
Examples include:
Recipient name
Company name
Sender details
Deal value
Custom CRM fields
Merge tags update dynamically when the document is created or updated.
Visibility & locking controls
Each element or block can be controlled to manage how it behaves during editing:
Lock element — prevents other users from modifying it
Unlock element — allows collaborators to edit
User visibility — restricts who can edit (sender only or collaborators)
These controls protect critical contract sections while allowing flexibility in other parts of the document.
Element-level interactions
Within each element, you can:
Reorder elements up or down
Duplicate elements
Remove elements
Insert new elements using inline + buttons
This modular structure makes the Editor easy to modify without breaking formatting.
5. Editor Use Cases
The Editor is ideal for:
Building proposals with rich media
Creating modular contract templates
Adding pricing tables and summaries
Using interactive fields for data capture
Personalizing content with merge tags
Updating content after sending (publish changes)
It provides more flexibility than PDFs and should be the preferred method for creating content you expect to revise frequently.
Summary
The GetAccept Editor gives teams a powerful, structured way to build personalized, interactive content. Using blocks, elements, layouts, and interactions, you can create documents that are dynamic, easy to update, and optimized for both proposal creation and contract workflows.