GetAccept

Learn how to create and reuse templates — for contracts, Deal Rooms, and branded sales content — to save time and stay consistent.

Templates & Content

How to Create GetAccept Templates with the Editor

How to Create GetAccept Templates with PDF Documents

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 supplemental docs, files, and webpages to a template

How to add Attachments to Templates

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

Start here to learn how to create, organize, and tag templates in GetAccept.

Template Basics

Design proposals, contracts, and Deal Room templates using shared content elements like text, media, and pricing tables.

Editor & Content Elements

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

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

Create/customise an Editor block 

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

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

Learn how to add engagement videos, set up automated chat, identify new viewers, and enable instant calls in your templates.

Template engagement

Learn how contract templates work, what they control, how template roles and fields behave, and when to use editor-based or PDF-based templates.

Contract Template Overview

Learn how Editor-based contract templates work, including supported elements, merge fields, roles, pricing tables, conditional logic, and behavior after sending.

Editor-based Contract Templates

Learn how PDF-based templates work, including field types, role assignments, validation, and when to use a fixed-layout PDF template instead of an editable Editor template.

PDF-based Templates

Learn how to add, configure, assign, and edit interactive fields in Editor-based templates and documents.

Adding & Editing Fields

Learn how validation and formatting work in GetAccept, including required fields, min/max length, RegEx rules, and how they ensure accurate data collection.

Validation & Formatting

Learn how template permissions work in GetAccept, including who can edit templates, who can use them, and how locked elements affect document editing.

Template Permissions

Build reusable templates for contracts and proposals you send for signing.

Contract Templates

Learn how Deal Room templates work, how to structure pages and sections, and how to use default, variable, and custom content to create reusable, high-quality buyer experiences.

Deal Room Template Overview

Learn what Content Resources are, how to create and use them, and how they support scalable, consistent content across Deal Room templates and rooms.

Content Resources Overview

Overview of how Linked Resources work in Deal Room templates and how they keep content synchronized across templates.

Linked Resources Overview

Overview of the settings that control visibility, access, and feature availability for Deal Room templates and how they affect rooms created from them.

Template Settings Overview (Deal Room Templates)

Overview of how pages and sections behave in Deal Room templates, including structure, visibility logic, and interaction with template content.

Page & Section Behavior in Deal Room Templates

How personalization works in Deal Room templates and how templates balance consistency with flexible, deal-specific customization.

Content Personalization in Deal Room Templates

Overview of how the Introduction Section behaves in Deal Room templates and how it supports branding, personalization, and a consistent buyer experience.

Introduction Section Overview

Create templates for repeatable, branded Deal Rooms and buyer experiences.

Deal Room Templates

Build and manage pricing tables to display products, pricing, and discounts in your proposals, contracts, and Deal Rooms.

Pricing Table

Add a Pricing Table element from the Editor toolbar and learn how to place and configure it in your layout.

How to Add a Pricing Table

Adjust table visibility, totals, tax, and currency. Control what recipients see and how your calculations work.

Pricing Table Settings

Overview of what the pricing table is, where it appears, and its connection to other features.

Getting started with pricing tables

Create, manage, and store standard products that can be easily inserted into pricing tables.

Using the Product Library

Add custom fields (such as duration or included hours) to your products and display them in pricing tables.

Use Product Properties

Upload and display product images from your Product Library, giving recipients a clear visual reference.

Add Product Images in Pricing Tables

Use your product catalog to ensure consistent, accurate pricing across your organization.

Connect to the Product Library

Organize products or services into categories such as software, implementation, or support. Manage visibility and subtotals per group.

Pricing Groups in Pricing Tables

Add products manually or from your Product Library. Learn how to edit names, pricing, and quantities for each product row.

Add Products to a Pricing Table

Apply discounts and tax at either the product, group, or total level for flexible pricing control.

Adding Discounts and Taxes

Group, structure, and manage your pricing content for clarity and consistency.

Organize pricing and product data

Create custom data columns to display additional information such as delivery time or internal references.

Add a Custom Column

Let your recipients adjust quantities or select optional products to personalize their quote.

Variable Quantity and Optional Products

Combine multiple pricing tables or groups into a single summarized view that automatically calculates totals.

Pricing Table Summary

Add flexibility and interactivity to your pricing structure.

Customize and enhance your pricing tables

Tax Breakdown and Summarized Product Properties

Control editing rights for sales reps or users by locking pricing data at the template level.

Lock and Unlock the Pricing Table

Streamline and scale your pricing process with automation, integrations, and dynamic calculations.

Advanced pricing and automation

Learn how the GetAccept Editor works, including elements, layouts, and interaction tools for building dynamic proposals and contracts.

Editor Overview (Elements, Layout, Interactions)

Understand how GetAccept determines page breaks in the Editor, how block structure affects layout, and how to design content for consistent PDF output.

Page Break Logic

Learn how merge tags work, what types are available, and how to use them to personalize documents and templates automatically.

Merge Tags Overview

Learn how CRM merge tags pull live CRM data into your templates and documents for automatic, accurate personalization.

CRM Merge Tags

Learn how form fields work in GetAccept, including text, dropdown, email, date, signature fields, and validation rules like required fields, RegEx, and min/max length.

Form Field Types & Validation (RegEx, min/max length)

Build and edit document content using the Editor, including elements, fields, layouts, and pricing tables.

Content Creation & Editing

Find answers and get help from Intercom Support and Community Experts

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Link, Press control-option-right-arrow to exit

Empty Help Center

Uh oh. That page doesn’t exist.

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.