Get started with GetAccept

New to GetAccept? Learn how to set up your account, brand your entity, invite teammates, and master the essentials.

Learning Outcomes

Course Content

• Understand how GetAccept supports the full sales journey — from discovery to signature and beyond
• Set up your account, branding, and permissions for a consistent, professional buyer experience
• Create strong first sends that build trust and spark engagement
• Use analytics to follow up with context instead of guesswork
• Structure your workspace, templates, and pricing to scale without chaos
• Teach GetAccept AI about your company so outputs reflect how you actually sell

This course focuses on building the right foundation.

You’ll start by understanding what GetAccept is and where it fits in your sales flow. Then you’ll move into practical setup: branding your workspace, configuring permissions, and structuring templates so your team stays aligned.

From there, you’ll learn how to make your first send stand out, read engagement signals, organize your workspace so it scales as your team grows, set up pricing tables and product data correctly, and add company knowledge so AI outputs feel relevant and on-brand.

Lessons in this course

1. Welcome to GetAccept
   Discover how GetAccept brings every part of the sales journey together and transforms the way teams ...

2. Set up your account for success
   Learn what a well-configured GetAccept entity looks like and how it helps your team stay consistent ...

3. Your first send
   Discover how to make your first Deal Room or Contract in GetAccept a standout moment that builds ...

4. Where GetAccept fits in your sales flow
   Understand where GetAccept fits into the full sales journey, from your first discovery call to a ...

5. Mastering pricing tables
   In this lesson, you’ll learn how GetAccept pricing tables work, why a structured product library is ...

6. Analytics that matter
   In this lesson, you’ll explore which engagement metrics and insights really move deals forward and ...

7. Teach GetAccept about your company
   Learn how adding company context in AI settings helps GetAccept AI create outputs that reflect how ...

8. Set it up once, scale it everywhere
   In this lesson, you’ll explore how the setup choices you make as an admin shape everything that ...

9. Structuring your workspace
   Explore best practices for organizing templates, folders, and content so your team stays aligned ...

Pick up anytime, on any device.