GetAccept

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

Deal Room

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 build a Room Template for Deal room

Template settings for Deal room

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

Setup for Deal room content

How to create a room to share with participants

How to create a new room

Connect a contract to your Deal room

Approved file formats for when uploading Files in your Deal room

List of file formats - Files in Deal room

Usage for Deal room

How to engage with your customer with our new chat feature

Chat for Deal room

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

Action plan for Deal room

How to use the new files feature in your Deal room

Files for Deal room

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

Comment feature 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

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

Manage Collaborators and Participants for Deal room

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

Updates for Deal room

Activity feed for Deal room

Add recipients, functionality and settings

Analytics 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

How to Use the Google Slides Element in GetAccept Deal Room

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

How to Use Linked Resources in Deal Room

Sales Team Widget

Deal room features

Find answers and get help from Intercom Support and Community Experts

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