Overview
Open a deal from Platform > Deals to manage its details and shape the prospect-facing client room. The room builder lets you start with Blank room, Sales proposal, Consultation recap, or Partnership plan, write a welcome message, add text or call-to-action sections, reorder or hide content, choose which built-in panels buyers see, and preview the shared room before you send its link. Applying a template replaces the current draft only after confirmation when needed, and Save changes is required before the buyer view updates. The lower cards manage the agreement, contacts, resources, proof link, and activity timeline.
How to use this page
Open a deal and review the setup checklist
From Platform > Deals, click a deal card. The detail page shows the pipeline, company and contact fields, amount, sales rep, and the Build your room panel. The Room setup checklist tracks the welcome message, primary contact, shared resources, and agreement so you can see what is ready before sharing the room.
Choose a room template
In Start with a template, choose Blank room, Sales proposal, Consultation recap, or Partnership plan. Click Use template to load the starting copy and sections. If the draft already has content or unsaved edits, confirm that you want to replace it. Applying a template changes the current draft only, so review it and click Save changes before the buyer view updates.
Write the welcome message
Use the Welcome fields to edit the buyer-facing Headline and Message. Keep the opening focused on what the buyer will find in the room and what to do next.
Add and arrange room sections
Under Room sections, choose Text section or Call to action, then click Add section. Edit each section title and body. Call-to-action sections also accept a button label and an https://, mailto:, or site-relative URL. Use the up and down controls to change order, the visibility checkbox to decide whether buyers see a section, and the trash button to remove one. A room supports up to 12 custom sections.
Choose the built-in panels to show
In Show in this room, toggle Progress timeline, Your sales rep, Shared resources, and Agreement and signing. These settings control the corresponding buyer-facing panels while leaving the deal data available internally. A signed room keeps its agreement visible so the signed state and document remain available.
Save and preview the buyer view
Click Save changes when the draft is ready. The button is disabled until the draft differs from the saved room, and a success or error toast confirms the result. Click Preview room at any time to open the tokenized client room in a new tab and check what the buyer will see before sharing it.
Manage the deal room details below the builder
Use the Deal Room card to copy, open, or email the room link and edit the agreement title and text. The Sales collateral card provides a Proof by Industry link. Contacts, Resources, and Timeline below let you maintain the people, shared links or files, and activity history that feed the room.
What the buttons do
- Preview room
- Opens the tokenized public client room in a new tab so you can review the buyer view.
- Save changes
- Saves the current room draft, including its welcome copy, custom sections, ordering, visibility, and built-in panel toggles.
- Use template
- Loads the selected Blank room, Sales proposal, Consultation recap, or Partnership plan starting point into the current draft. It does not publish the changes; review the draft and click Save changes.
- Add section
- Adds a Text section or Call to action section to the custom content list.
- Move section up / Move section down
- Changes the order in which a custom section appears below the welcome message.
- Remove section
- Asks for confirmation, then removes the selected custom section from the draft.
- Show this section to buyers
- Controls whether the selected custom section is visible in the public room.
- Show in this room toggles
- Shows or hides the Progress timeline, Your sales rep, Shared resources, and Agreement and signing panels for buyers.
- Copy / Open / Email room
- Copies the room URL, opens it, or prepares an email to the primary contact with the room link.