One link. Everything they need.
Create a branded deal room for every client. Upload proposals, contracts, and case studies — they get a single link to everything, always up to date.
Acme Corp — Enterprise Deal
Shared by Alex Chen · Account Executive
Q1 Sales Proposal
12 pages
Enterprise Pricing
4 pages
Case Study — Acme Corp
8 pages
Master Services Agreement
6 pages
A deal room in action
Add your proposal, pricing, and two case studies.
You create a deal room for Acme Corp. Drag in the proposal, the pricing sheet, the MSA, and a couple of case studies. Add section dividers to keep it organized. Takes about two minutes.
Documents
6 documents · 3 sectionsQ1 Sales Proposal
12 pages
Enterprise Pricing Sheet
4 pages
Case Study — Acme Corp
8 pages
Case Study — TechStart Inc
6 pages
Master Services Agreement
14 pages
NDA — Mutual
3 pages
Sarah gets one link. Not five attachments.
You send Sarah the room link. She opens a branded portal with your logo and Acme's — a welcome message at the top, every document organized below. No digging through email threads.
Acme Corp — Enterprise Deal
Shared by Alex Chen · Account Executive
Q1 Sales Proposal
12 pages
Enterprise Pricing
4 pages
Case Study — Acme Corp
8 pages
Master Services Agreement
6 pages
Next steps are visible to both sides.
You add a mutual action plan: review the proposal, run it by legal, get the VP's sign-off. Sarah checks off the first two. You see the progress bar move. No email needed.
Mutual Action Plan
Acme Corp — Enterprise Deal
Review proposal and pricing
Internal stakeholder alignment
Legal review of MSA
Negotiate volume pricing
Final sign-off from VP
Countersign and close
Sarah accepts the proposal. You get a notification.
Instead of chasing a reply, a notification lands in your inbox and Slack: Sarah hit "Accept" on the proposal with a note — "Looks good, let's discuss volume discounts." The MSA is marked "Needs approval" for legal.
Your client sees this at the bottom of every document
“Looks good, let’s discuss volume discounts.”
See who read what, and for how long.
The room's analytics show 24 total views across 3 unique viewers. Sarah spent 4 minutes on pricing. Someone from Chicago — procurement — spent 8 minutes on the case studies. You know who the stakeholders are before the next call.
Explore AnalyticsTotal Views
Unique Viewers
Avg. Time in Room
Docs Opened
Completion
Document Engagement
| Document | Views | Completion |
|---|---|---|
Q1 Sales Proposal | 12 | 94% |
Enterprise Pricing | 8 | 100% |
Case Study — Acme Corp | 5 | 78% |
Master Services Agreement | 3 | 100% |