How to Build a Room Template
Room templates help you create consistent, professional Deal rooms while saving time on repetitive setup tasks. This guide explains how to structure your templates effectively and use the latest features, including AI-powered page creation, to create engaging client experiences.
Understanding Template Content Types
When building a Deal Room template, organize your content into three main categories:
Default Content: Information that stays consistent across all prospects throughout your sales process. Add this content directly into the template since it never changes.
Variable Content: Content that changes based on prospect type, industry, company size, or product needs. Store this as Content Resources and use placeholders in your template to guide sales reps to the right variable content for each scenario.
Custom Content: Unique content created for individual prospects, such as personalized videos, discovery findings, or specific business cases. Use Placeholder elements to show reps where to add this custom content.
Copying a Deal Room to create a Template
You can duplicate an existing room from your rooms overview page. Click the three dots next to the room you wish to duplicate. You can duplicate it as a new room, or as a template.
Deal-specific dynamic data such as participants, analytics and chat messages will not be duplicated.
Creating a Room Template from scratch
Navigate to the Content section
Click "Create new" and select "Room Template"
In the template creation dialog:
Name your template: Choose a descriptive internal name
Location: Select which folder to store the template in
Add tags: Organize with tags like Content type, Deal type, Industry, or Product for easy discovery
Click "Create" to start building your template
Generating Templates and Pages with AI
You can use GetAccept AI to generate full templates, pages, and reusable content resources, which gives you a structured starting point in minutes instead of building everything block by block.
When creating a template or page with AI, you can:
Describe what you want using a natural language prompt
Use presets, saved prompts, or free text to guide the output
Provide additional context by adding files such as PDFs or URLs
Build structured drafts with placeholders for future deal-specific input
AI dynamically structures pages by adding, removing, or reordering sections, applying existing layouts and elements, and applying section and text color schemes based on your entity branding settings.
Note: When generating templates or reusable content resources, outputs will be more generic without deal-specific context. AI gives you a strong starting point, but you should always review the result before saving.
Working with Pages and Sections
Pages
Pages logically group your content at the top level, typically following your sales process flow. Structure them in the order you want buyers to engage:
Introduction → Discovery → Products → Business Case → Proposal → Contract
Sections
Sections group related content within a page, making it easier for buyers to process and navigate information.
Here are examples of how to structure sections within each page:
Introduction Page Sections:
Welcome Message → Company Overview → Team Introductions → Next Steps in Process
Discovery Page Sections:
Current Challenges → Goals and Objectives → Success Criteria → Timeline Requirements → Budget Considerations
Editing Template Pages with AI
You can use AI to edit full template pages, single sections, or multiple selected sections at once. Instead of editing block by block, you describe what needs to change, and AI updates the page for you.
With AI editing, you can:
Rework layouts, merge content, and restructure pages instantly
Rewrite content across an entire page, or update specific sections without touching the rest
Add, remove, or reorder sections using existing layouts and elements
Provide additional context via prompts, files such as PDFs, or URLs
You can freely switch between AI editing and the manual editor at any time, or combine both approaches as you build out your template.
Pro-tip: More focused inputs produce more relevant output. Very large or broad inputs may lead to less precise results, so keep your prompts targeted to the change you want.
Page Settings
Hide Page: Control which pages are initially visible to avoid overwhelming buyers. Sales reps can unhide pages as prospects progress through the process
Set as Focus Page: Make a specific page the default landing page that participants see when opening the room
Save Page as Content Resource: Save entire pages to your content library for reuse in other templates or rooms
Section Settings
Hide Section: Keep specific sections hidden for internal use or later reveal. For example, hide "Pricing Options" until after discovery is complete
Save Section as Content Resource: Save sections to your content library for future use
Content Creation Elements
The template editor provides various elements to create engaging content:
Text and Media Elements
Text: Add formatted text, headings, and lists
Image: Upload and position images throughout your content
Video: Upload from computer, record directly, or add video links
Link: Create clickable links to external resources
Structured Content
Pricing Table: Present pricing information clearly
Table: Create organized data displays
Columns: Display text and images in column layouts
Image + Text: Combine images with accompanying text in rows
Divider: Separate different content sections
Interactive Elements
Text Input: Allow recipients to enter text responses
Dropdown: Create selection lists for recipients to choose from
Checkbox: Add selectable options for recipients
Email Input: Collect properly formatted email addresses
Date Input: Collect dates in the correct format
Advanced Elements
Browse Content Resources: Insert pre-created content from your library
Slideshow: Upload presentation files that display as navigable slideshows
Contract Integration: Connect active contracts to your room
Using Placeholders and Variables
Templates support dynamic content through placeholders and variables:
Room.companyName: Automatically inserts the client's company name throughout the template
Placeholder: Resources: Shows where to insert documents, videos, or links
Placeholder: Video: Indicates where to add product demos or personalized messages
Placeholder: Slideshow: Marks where to insert presentations or slide sequences
Template Settings
Access template settings by clicking Settings at the top of your template.
General Settings
Room Template Name: Set the internal template name (can be changed when creating Deal rooms)
Template Owner: Assign or change template ownership
Content Access Rights:
Private: Only admins and template creator can access
Public: Available to all users in your organization
Reminders: Configure automatic reminders for participants who haven't visited rooms created from this template
Availability Settings
Room Access: Set default access control for rooms created from this template:
Allow anyone to access with a universal link
Restrict to invited participants only
Delete Template: Permanently remove the template (cannot be retrieved after deletion)
Functionality Settings
Control which features are enabled by default in rooms created from this template:
Tabs:
Action Plan: Enable task coordination and progress tracking
Files: Allow document sharing and management
Meetings: Include meeting scheduling and management
Features:
Chat: Enable real-time communication
Comments: Allow feedback directly on content
Hero Section: Display personalized branding and introductory content
You can Template which features are available initially, and sales reps can enable additional features as the buyer relationship progresses.
Adding Content to Your Template
When building your template content:
Click "Add section" to create new content areas within pages
Use the content element menu to add:
Browse content resources: Insert pre-made content from your library
Text, Image, Video: Add basic content elements
Interactive elements: Include forms, dropdowns, and input fields
Structured layouts: Use columns, tables, and organized displays
Include placeholder text and variables like "Room.companyName" to personalize content automatically
Use AI to generate full pages or rewrite sections, and combine AI-generated content with manual edits as needed
Best Practices for Template Creation
Start with your most common sales process flow when organizing pages
Use placeholders generously to guide less experienced sales reps
Create "micro templates" as Content Resources for frequently customized sections
Test your template by creating a sample Deal room to ensure the flow makes sense
Keep default content focused on your core value proposition
Use the Hero section to create strong first impressions with client branding
Organize templates with descriptive tags for easy discovery by your team
When using AI to generate or edit content, always review the output before saving since AI-generated content provides a starting point that you remain in control of
AI Page Creation FAQ
Can I still edit pages manually after using AI?
Yes. You can switch between AI and manual editing at any time, or combine both approaches in the same template.
Can AI create entirely new layouts and elements?
AI uses existing layouts and elements, but can combine and structure them dynamically to fit your prompt.
How is AI usage counted?
AI usage is based on your company's AI allowance. Additional usage is available via the AI add-on.
Related Resources
Content Editor Guide: Learn advanced formatting and design techniques
Content Resources Management: Organize and maintain your content library
Deal Room Settings: Understand all available room configuration options
Hero Section Customization: Create compelling introductory experiences