GetAccept

Help articles to guide you on how to use the new Deal room  

Deal Room

An overview of the Content where you store your Room templates and Content resources

How to create your template room and what is new

How to create and build template rooms and how to create and use content resources

How to create a room to share with participants

Approved file formats for when uploading Files in your Deal room

How to engage with your customer with our new chat feature

A guide explaining the new action plan feature in the deal room

How to use the new files feature in your Deal room

Highlight, comment, and resolve customer concerns within your contract.

Get an overview of room events efficiently by accessing the Timeline. Here, you can view all previous events made by you or participants.

Explore how to use GetAccept Deal Room roles for sales team collaboration to ensure a smoother buyer experience and collaboration.

Create Updates to have a more lively engagement with your customers.

Add recipients, functionality and settings

GetAccept’s content Tags makes it easy to organize and locate content within the Deal Room.

Linked Resources enable you to link frequently used content in your Deal Room templates.