Creating a template allows you to send consistent, professional contracts without rebuilding them for every deal. You can also configure reminder settings directly on a template so documents created from that template inherit the right follow-up rhythm.
Understand Templates vs. Resources
Before you build, it is important to distinguish between the two file types in GetAccept:
Template: This is the complete document container (the "shell"). It holds the full structure of your contract, including the recipient roles, settings, and Content Resources.
Resources: These are the individual components (like a "Terms & Conditions" text block, a product video, or a pricing table). Resources live in your library and can be inserted into multiple templates.
Note: If you edit a Resource in the library, that update will automatically reflect in every Template that uses it.
1. Start a New Template
Go to Content in the left sidebar menu.
Click Create content in the top right corner.
Select Template from the dropdown menu.
2. Configure Basic Settings
A pop-up window will appear asking for details:
Template Name: Give it a clear internal name (e.g., "Main Sales Contract 2026").
Tags (Optional): Add tags to help your team filter and manage future sent and singed documents.
3. Add Content Blocks
Your template is built by stacking different "Blocks" on top of each other. When you start, you will see the options to add your first block:
Upload a file: Import an existing PDF, Word, or PowerPoint file to use as the base.
Editor: Open the GetAccept rich-text builder to create a document from scratch.
Video: Add a standalone video block (e.g., a welcome message or product demo) that plays directly in the document flow.
Link: Create a prominent button block that directs customers to an external webpage.
Use template: Insert an entire existing template into this new one.
Note: You can mix and match these blocks. For example, you can start with a Video block (intro), follow it with an Editor block (contract text), and finish with an Upload block (technical appendix).
4. Select Editor
To build a fully interactive and mobile-responsive contract, we recommend starting with the Editor.
Click the Editor block to open your blank canvas.
New editor block: Select this to create brand new content from scratch. This content will be unique to this specific template.
Editor library: Select this to browse and insert existing resources (like a standard company presentation) that you have already built.
Pro Tip: Unlike a static PDF upload, the Editor allows you to add automatic pricing tables, interactive form fields, and ensures your contract looks great on any screen size.
3. Build inside the Editor Block
Choosing Editor block, you gain access to specific design elements.
Hover over the editor area until you see a blue
+sign (Insert element).
Click the
+. A menu will open displaying all available elements.
Select an element to insert it immediately at that location.
Static Content
Use these elements to display information to your customer:
Text: Add headings, paragraphs, and standard contract clauses.
Image: Insert branding, logos, or diagrams.
Pricing table: Add a dynamic table to set up products, quantities, and calculate the total quote automatically.
Pricing Table Summary: Display a calculated summary of all pricing tables used in the document.
Divider: Use lines to visually separate sections.
Table: A structured grid for data entry.
Layouts
Structure your page for better readability:
Columns: Split text and images into side-by-side columns.
Image & Text: Perfectly align a visual with its description.
Form Fields
Use form fields to present data clearly. You can pre-fill these with specific deal info before sending, or leave them blank for the recipient to complete.
Text input: Single-line answers.
Dropdown: A preset list of options the customer must choose from.
Checkbox: Single or multiple-choice selections.
Date input: A calendar picker for dates.
Pro-tip: Use these elements if you need the customer to input information (like their VAT number or address) before signing.
Signatures
Signature: Add this element to the exact spot where you need the legal signature to appear.
Configure Template-Level Reminders
You can configure reminder settings directly on a template so that documents created from that template inherit the right follow-up rhythm. This is useful when different workflows, such as repair, upgrade, equipment, and contract flows, need different reminder timing.
Reminder settings configured on the template carry through when documents are created from that template. When configured, template-level reminders override the entity-level defaults for documents created from that template.
Note: Template-level reminders do not replace entity-level reminder settings. Entity-level settings still act as the default when no template-level override is used. Learn more about workspace defaults in Entity Default Document Settings.
Template-level reminders are available on Professional and Enterprise plans.
Next Steps
Once your template is built and your reminder settings are configured, it is ready to be reused for every new deal. Save the template, and your team can create consistent, branded contracts in seconds with the right follow-up behavior already in place.