GetAccept

Learn how Deal Room password protection works, how to enable it, and what buyers experience when accessing a password-protected room.

Password Protection for Deal Rooms

Digital sales rooms for sharing collateral and closing deals with buyers

Deal Room

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

Guides to all features inside the Deal Room, including pages, chat, comments, analytics, notifications, and settings.

Deal Room Features & Functionality

Comments let you highlight text, start threads, and resolve feedback directly inside a Deal Room. This article explains exactly how comments appear to buyers, how they’re notified, and how resolved…

What buyers see when you use comments

Highlight text, leave contextual feedback, resolve threads, and collaborate directly on content inside the Deal Room.

Comments

Learn how chat works in the Deal Room for real-time communication with buyers and teammates.

How Chat Works in the Deal Room

Use real-time chat to communicate with buyers, send direct messages, and keep conversations moving inside your Deal Room.

Chat

Learn which file types you can upload, preview, and share inside a Deal Room.

File Formats Supported in Deal Rooms

Track file downloads in your Deal Room and see which participants accessed which documents.

File Analytics Overview

Upload, organize, version, and manage files shared with your buyers in the Deal Room.

Files

Meetings store summaries, notes, recordings, and transcripts directly inside your Deal Room, giving buyers and sellers a shared record of what was discussed and what happens next.

Meetings in a Deal Room

Learn how AI helps you quickly generate summaries, next steps, and structured notes from meeting transcripts — so every conversation becomes actionable and easy to follow.

Using AI in Meeting Notes

Learn how to connect GetAccept to Zoom so you can provide buyer insights and meeting content directly inside Deal Rooms.

Connecting GetAccept to Zoom

Learn how to connect GetAccept to Gong so you can provide buyer insights directly to Gong.

Connecting GetAccept to Gong

Import Glyphic meetings into GetAccept Deal Rooms

Connecting GetAccept to Glyphic

Import Garba meetings into GetAccept Deal Rooms

Connecting GetAccept to Garba

Import Microsoft Teams meeting transcripts into GetAccept Deal Rooms

Connecting GetAccept to Microsoft Teams

Learn how to connect GetAccept to Salesloft so you can provide buyer insights directly to Salesloft.

Connecting GetAccept to Salesloft

Add, organize, and manage meetings inside the Deal Room using embedded scheduling tools and meeting history.

Meetings

Give buyers a clear, personalized way to reach the right people during a deal

What the Sales Team Widget Is

Map buyer stakeholders, define roles, and give your Deal Room more context for better engagement.

Sales Team Widget

Use live embeds to display interactive content from approved platforms like Google Workspace and Canva directly in your Deal Room.

How to use Embeds in the Deal Room

Reuse shared content across rooms and embed external resources to enrich your Deal Room content.

Embeds

A quick overview of the Action Plan (MAP) in the Deal Room, how it works, and how buyers and sellers use it to stay aligned on milestones and next steps.

What is an Action Plan?

Learn how the Action Plan (MAP) helps buyers and sellers stay aligned, maintain momentum, and keep deals moving forward through clear milestones, ownership, and shared visibility.

How the Action Plan Supports Deal Progression

Get a quick snapshot of progress in your Mutual Action Plan, including completed tasks, upcoming steps, and ownership.

Action Plan Summary

Create and manage Mutual Action Plans with milestones and tasks to guide your buyer through the deal process.

Action Plans (MAP)

Updates help you keep buyers informed, drive momentum, and highlight the most important changes in your Deal Room.

How Updates Drive Engagement in the Deal Room

Create updates to keep buyers informed on important changes, documents, and next steps in the Deal Room.

Updates Feed

Create a personalized, branded first impression that welcomes buyers into your Deal Room and helps you communicate value from the very first screen.

Using the Introduction Section in Your Deal Room

Learn how to customize, personalize, and manage the Introduction Section in your Deal Room.

Introduction Section

Setup for Deal room

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

Intro to Content for Deal room

How to create your template room and what is new

How to Create a Deal Room Template

Template settings for Deal room

Effortlessly brand your content in minutes.

How to Customize Colors for Sections, Blocks, and Text

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

Setup for Deal room content

Learn how Draft and Published modes control what buyers can see in a Deal Room. This article explains the differences, what content remains internal, and how publishing impacts visibility, access,…

Understanding Draft vs Published Mode in Deal Rooms

Manage how your Deal Rooms are published, updated, shared, and maintained throughout the deal cycle.

Deal Room Management & Publishing

Usage for Deal room

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

Updates for Deal room

Activity feed for Deal room

Content tags for Deal room

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

How to Use Content Tags in GetAccept Deal Room

Automate your business card in Deal Rooms so buyers can book meetings, call, or chat with you instantly.

Present your team with the Sales Team Widget

Add, import, and share meetings in your Deal Room to capture transcripts, recordings, and next steps - all in one shared workspace.

Add and Share Meetings in a Deal Room

Create, connect, and manage contracts directly within Deal Rooms.

Contracts in Deal Rooms

Deal room features

Add recipients, functionality and settings

Analytics Overview for Deal room

Analytics Content for Deal room

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

Timeline for Deal room

The Deal Room Analytics give you clear insights into how stakeholders engage with your content—helping you understand intent and take the right next steps.

Analytics for Deal room

Understand buyer engagement across your Deal Room at a glance.

Analytics Overview

Understand how buyers engage with pages, sections, and files inside your Deal Room.

Content Analytics

Understand how active each participant is in your Deal Room and quickly identify high-intent buyers versus low-engagement stakeholders.

Participant Engagement Score (PES)

See which pages buyers view the most and least to understand interest patterns and identify content that needs improvement.

Page Review Summary

Learn how Meeting Analytics provides visibility into who viewed your shared meetings, how many times, and for how long—helping you follow up confidently and maintain alignment.

Meeting Analytics Overview

Learn how to track buyer engagement and understand how your Deal Room is performing.

Deal Room Analytics

Manage how your Deal Room looks, behaves, and is accessed by your participants.

Settings Overview

Understand what each Settings group controls in your Deal Room.

Feature Groups Explained

Deal Room Settings

Understand the three-step flow for creating a Deal Room and when to use templates versus starting from scratch.

Deal Room Creation Overview

Learn how to set up new Deal Rooms and choose the best creation method.

Deal Room Creation

Find answers and get help from Intercom Support and Community Experts

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