Deal Rooms
Deal rooms are shared digital spaces where you and your prospect collaborate throughout the sales process. They replace the chaos of email attachments and scattered documents with a single, professional hub.
Creating a Deal Room
- Open any deal and click the Deal Room tab.
- Click Create Deal Room.
- Customize the room: add your logo, set a welcome message, and choose a color theme.
- Add content: proposals, contracts, pricing sheets, case studies, videos, and any other files.
- Click Publish to generate a shareable link.
Sharing and Access Control
- Public link — anyone with the link can view the room. Best for initial outreach.
- Password protected — viewers must enter a password. Ideal for sensitive proposals.
- Email-gated — viewers must enter their email before accessing. Great for tracking who views what.
Mutual Action Plans
A mutual action plan (MAP) is a shared checklist visible to both you and the prospect. It keeps the deal on track by defining clear next steps.
- In the deal room, click Add Mutual Action Plan.
- Add items with descriptions, owners (you or the prospect), and due dates.
- The prospect can check off items from their side. You see updates in real time.
Pro tip: Deals with mutual action plans close 30% faster on average. Adding a MAP signals professionalism and keeps both sides accountable.
Analytics
Every deal room tracks engagement:
- Who viewed the room and when
- How long they spent on each document
- Which files were downloaded
- Whether the proposal was viewed (and how many times)
These analytics appear on the deal timeline and feed into the AI deal score.