The Text element is your primary tool for adding and formatting written content in GetAccept. You can use it in Contracts, Deal Rooms, and templates to create structured, professional documents.
Add and format your text
To start writing, you simply click into a text element to open the formatting bar.
Go to the Editor and select the Text element from the sidebar or click into an existing text block.
Type your content directly into the editor.
Use the formatting bar to apply styles like Bold, Italic, or Underline.
Choose a text style (Heading, Subheading, or Normal) to maintain a clear content hierarchy.
Align your text or create bulleted and numbered lists to improve scannability.
Note: Formatting updates are applied instantly, so you can see exactly how your document looks as you work.
Customize text colors
You can adjust colors for specific sections of text to highlight important information without changing your global brand settings.
Change local colors: Highlight the specific text you want to edit and select the color icon from the formatting bar. You can apply unique colors to any text option, from H1 headings down to small text.
Clear local colors: If you want to revert your changes, select the text and click Clear local colors. The text will immediately return to its original color based on your entity's branding settings.
Note: These color changes only apply to the specific text you mark, allowing for precise design control.
Use merge tags for dynamic content
Merge tags {} allow you to personalize documents automatically by pulling in data from GetAccept or your CRM.
Add a tag: Click the Merge Tag icon in the formatting bar to choose from categories like Recipient, Sender, or Company information.
CRM Data: You can insert custom tags from your CRM to automatically populate fields like "Deal Value" or "Account Name."
Rich Text: You can even convert formatted rich text from your CRM into a merge tag to display detailed project scopes or client notes.
Duplicate and manage text elements
You can quickly copy or protect your content using the element settings.
Duplicate an element: To quickly replicate a text block, click the Duplicate icon (square with a plus sign) in the formatting bar. This is perfect for maintaining consistent formatting across different sections.
Lock an element: If you have finalized legal text or branding that shouldn't be changed, select the Lock icon. This prevents other users from editing or moving that specific block.
Move an element: Hover over the text block and use the drag handle to move it to a different position in your document.
Pro-tip: Locking elements is a great way to safeguard your templates before sharing them with your broader sales team.
Brand-aligned fonts
The Text element supports multiple font options to ensure your documents match your company's visual identity.
Selection: The fonts available in your dropdown menu are determined by your entity's global font settings.
Consistency: Using the "Normal," "Heading," and "Subheading" presets ensures that your fonts remain consistent even if you change your brand's primary typeface later in Settings.