Introduction
The GetAccept Editor enables your sales team to create and customize templates effortlessly within the platform. Equip your salespeople to deliver a seamless buying experience for every stakeholder in every deal. Use the intuitive content editor to create proposals, contracts, and legal documents that are accurate, consistent, and fully aligned with your brand.
Templates
In GetAccept, Templates are the foundation for your sales documents. They include all the fixed information that stays the same throughout the sales process. This can be things like your company branding, standard proposals, and any other details that do not change from one sales process to another.
Content Resources
Content Resources are used for information that changes depending on the sales process. This could be content customized by industry, company size, or specific product needs. These resources help you personalize your documents easily by adding the right content based on each unique sales process.
How to Create a Template in GetAccept Editor
Follow these steps to create a new template using the GetAccept Editor:
Go to your GetAccept account
Click Content on the left side.
Click Create Content In the top right corner of the Content page.
Select Template
Name the Template. Choose a clear and descriptive name that reflects the purpose of the template (e.g., “Sales Proposal Template”).
Select Editor: After naming your template, you will need to choose the editor for building the template. Select Editor to utilize GetAccept's document editor, which offers a range of customization options.
Click New Editor Block: Within the editor, click on the option to New editor block. This action will create a fresh editor block where you can start adding content elements, such as text, images, pricing tables, etc.
How to Create a Template Role
Click on Add Template Role: This option is located to the left of the editor.
Name Your Role: Choose a clear, descriptive name for your role, such as "Signer," "Customer," or "Prospect." This label will help you assign specific responsibilities to recipients.
Assign Permissions: Depending on the role, you can set permissions for actions like viewing, approving, or signing the document. This step is essential for workflows that require multiple types of interactions.
Save Your Role: Once you’ve configured the role name and permissions, save it to finalize the setup.
Do you have a specific recipient who will always receive this template? Add them as a contact directly within the template.
Signing Order on Template Roles
In GetAccept, you have four roles to choose from when setting up a signing order:
Viewer: A recipient who can view the document without taking any action. Viewers do not impact the signing flow as GetAccept does not wait for them to view the document.
Internal Approver: Approves the document without being shown in the signing certificate.
External Approver: Approves the document and is listed in the signing certificate.
Signer: The recipient who signs the document. At least one signer is required, and they must be the last role in the signing order.
How to Set Up a Signing Order
Enable Signing Order: Enable the “Use prearranged signing order” option.
Organize the Roles: Use drag-and-drop to arrange the roles in the order you want them to act. Approvers should be added before the signer, and viewers can be placed anywhere, as they do not impact the signing order.
Why Use Template Roles?
1. Streamlined Personalization: Roles make it easy to personalize your document with dynamic fields, known as merge tags, that pull in the recipient's details. For instance, by assigning a “Signer” role, you can automatically add the recipient’s name in greeting sections or add personalized prompts based on their role.
2. Simplified Multi-Step Signatures: If multiple people need to interact with or sign the document, roles clarify each person's action. This structure keeps the document organized and ensures each recipient knows their responsibilities without manual follow-up.
3. Better Workflow Control: Assigning roles also helps track the status of each recipient’s action, allowing for a smooth signing process with automatic tracking and reminders for each step.
Editor Content Elements
GetAccept’s Editor Content Elements let you build engaging, dynamic documents by adding text, images, videos, pricing tables, and interactive fields. These elements go beyond traditional documents, allowing you to personalize and enhance content for better engagement.
Here's a list of all the elements you'll find in the editor.
Content Elements
Layout Elements
Engagement Elements
Adding a New Editor block in the Template
Each Editor Block allows you to organize content by sections, making it easier to structure the document. By breaking content into blocks, you can add various elements—such as text, images, and pricing tables—into specific areas, giving you more control over layout and flow. This setup also makes it simple to reuse and customize content blocks across different templates.
To add a New Editor Block in your template, follow these steps:
Open the Template: Navigate to the top or the bottom of the exciting block.
Click the Grey Plus Icon: This opens options for adding new blocks.
Select "Editor"
Select "New Editor Block": This creates a blank section within your document.
