Create a Document in GetAccept | GetAccept Help Center

Whether you’re sending a proposal, contract, or onboarding document, GetAccept gives you several ways to create it — upload a file, build one in the editor, use a saved template, or import from Google Drive. Each option offers flexibility depending on your workflow.

Step 1: Start a new document

Click Create in the top-left corner of your dashboard.
Choose the type of document you want to create.

Depending on your App Mode (Sales, HR, Contract Room, etc.), you’ll see different document types to choose from. Once selected, you can begin adding your content.

Ways to Add Content to Your Document

Below are all the available ways to create or customize your document — each includes a short explanation and a link to a detailed guide for that specific workflow.

Option 1: Upload a file

If you already have a finalized file, such as a proposal or contract, you can upload it directly to GetAccept.

Drag and drop your file into the Upload a file box, or click to browse your computer.
Rename your document, add recipients, or assign a deal value if needed.

File requirements:

Each file must be under 20 MB
No total size limit — you can upload multiple files

Learn more: Upload and manage document files in GetAccept

Option 2: Use a Word Merge document

If you want to personalize content using placeholders, try Word Merge. It automatically replaces tags in your Word document with data from GetAccept.

Create your Word file and add tags (for example: $recipient.first_name$ or $Deal_Value$ ).
Upload it into GetAccept — you’ll be prompted to fill in or review the data fields.

Perfect for customized proposals or contracts.

Learn more: Use Word Merge and GetAccept Merge Tags

Option 3: Build content in the Editor

The Editor lets you design and personalize documents directly in GetAccept.
You can:

Add text, images, tables, and videos
Reuse content from your Editor Library
Combine multiple blocks for a fully interactive experience

Ideal for teams that create content directly in GetAccept or need last-minute edits.

Learn more: How to create, edit, and remove an Editor Block

Option 4: Use a GetAccept Template

Templates help you standardize your content and save time.

Click Use Template and choose one from your Content Library.
Templates can include merge tags, videos, and pre-set text.
Edit and personalize before sending.

Best for frequently used documents like quotes, proposals, or NDAs.

Learn more: Create GetAccept Templates with Google Docs

Option 5: Use a Google Docs Template

If your team uses Google Workspace, you can connect your Google Docs directly to GetAccept.

Choose Use Template and select your Google Docs Template (look for the Drive icon).
Click the Drive icon again to open and edit in Google Docs.
Click Save when done to sync your changes.

Ideal for collaborative editing before sending a document.

Learn more: