GetAccept

How to Create GetAccept Templates with the Editor

How to Create GetAccept Templates with PDF Documents

Learn how to create reusable templates for proposals, contracts, and sales collateral. Build structured, branded documents with the right content, roles and settings.

Template Creation

Create a new template. Create and edit a Google Docs template.
Upload file, use the editor, use a template, link, video and Google Drive

How to Create GetAccept Templates with Google Docs

How to add tags to templates so they automatically attach to send-outs. 
This is a feature available from plan Enterprise Plus.

How to add tags to your template

How to add the date input element to ensure the correct date is added.

How to Use the Date Input Element

How to add and edit different fields to your created template for PDF and our Editor and adding link fields

How to add and editing fields on a template

How to add supplemental docs, files, and webpages to a template

How to add Attachments to Templates

How to add an engagement video to your template, set up Automated Live Chat, set up identify new viewers and set up instant call

Template Engagement

Build reusable, branded contract templates with dynamic fields to simplify and speed up your sending process.

Contract Templates Creation

Summary of the Text Element within the Editor

How to Use the Text Element

Summary of the Image Element within the Editor

How to Use the Image Element

How to use the pricing table element in an editor block

How to Use the Pricing Table

Summary of the Table Element within the Editor

How to Use the Table Element

Summary of the Divider Element within the Editor

How to Use the Divider Element

Summary of the Columns Layout Element within the Editor

How to Use the Columns Layout Element

Summary of the Image and Text Element within the Editor

How to Use the Image & Text Element

How to Use the Text Input Element

How to Use the Dropdown Element

How to Use the Checkbox element

How to Use the Signature Element

A guide explaining the new element for email field

How to Use the Email Input Element

Lock and Unlock Elements

How to Guide Recipients to Enter Well-Formatted Data Using Regular Expressions

Editor Form Validation

How to Use Product Properties

Editor elements

How to add our dynamic merge tags to the editor to fetch data about the entity, document, the sender, and the recipient(s)

How to add our dynamic merge tags to the editor

Learn how to add custom CRM merge tags within the inline editor (to for example fetch data from Pipedrive, LimeGo, Upsales and more)

How to add Custom CRM Merge Tags to the Editor to fetch data from integrations

How to fetch data from within GetAccept or from an integration

Merge fields with the Editor

How to add, edit, and remove an Editor block in your sendout

How to create, edit, and remove an Editor Block

Learn how to make changes to a delivered sendout using the editor

How to update your document after it has been sent

Page Break Logic in the GetAccept Editor

What is an Editor block, Editor Font options and how to update an Editor block after sending a document

Create/customise an Editor block 

Complete best practise on how to create GetAccept Editor Templates based on your previous PDF, Word, Powerpoint templates

From PDF to a GetAccept Editor Template

Best practices

Find answers and get help from Intercom Support and Community Experts

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