GetAccept

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

Find answers and get help from Intercom Support and Community Experts

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