After choosing the type of document you want to create, you will see the screen below. The blocks you see are different kinds of content builders that you can add to your sendout.
You can add multiple kinds of blocks to your sendout to create a personalized and engaging experience for your recipient. For example, you could first add a template of a proposal you've created, then add a video of yourself explaining the pricing structure or next steps, and finally, add a link block to your customer testimonial page!
Below is an explanation of each kind of block and how it can help you create an amazing sendout!
Upload File Block
This block allows you to upload any PDF, Word, PowerPoint, or Excel file you have on your computer. Once uploaded, we convert the file to a PDF and you will not be able to make inline edits.
This block lets you quickly create a document by starting from scratch or copy and pasting it from another source. You will be able to make edits to the text, add images, tables, and merge inline variables, such as recipient or sender information.
Templates are pre-created sendouts that the administrator of the account can set up. A template can consist of any of the building blocks visible on the drafting page, such as files, the editor, videos, and links.
Use video blocks to make your sendout very personal to the person you are delivering it to. You can add videos between blocks to explain certain parts of a document, like pricing pages, or simply say "Hi" to make the person feel welcomed.
The link block is great for adding call-to-actions to your sendout, such as viewing your company's review page, filling out a survey, joining your social media page, and anything else you'd like your recipient to see or take action on.
You can build your sendout by accessing a number of GetAccept's integrations within this block. These connections are enabled from the integrations block, rather than having to go to your Settings. We'll add more integrations as we continue to build.