Overview
A Deal Room is a shared digital space where you and your buyer can work together throughout the sales process, from first meeting to signed contract.
It helps you keep communication, documents, and next steps aligned in one transparent workspace.
Use a Deal Room to:
Share proposals, files, and meeting links
Keep track of what your buyer engages with
Collaborate in real time through comments or chat
Manage the full buyer journey in one place
How to Create a Deal Room
1. Click Create room
From the sidebar, select Deal Room (bottom left corner) and click Create room in the top-left corner.
You can select a specific room type, or press the Create room button again to create a room without a specified type.
You can choose to:
Use a pre-made template, Start from one of your company or GetAccept templates, built with structure and design ready to go. If you selected to create a specific type of room, your templates will be filtered to only show those that have been assigned to that type.
Start from scratch, Build a new Deal Room manually with full flexibility in template and content.
Using a shared template ensures consistent branding and saves time when creating new rooms.
2. Add context and meetings
When creating a room, you can provide context from meetings, notes, files or other instructions. This helps tailor the room to your specific needs and gives GetAccept AI an understanding of what you're trying to achieve.
3. Add your buyer’s company
Search for your buyer’s company name to automatically include their logo, name, and website.
You can also upload a custom logo if needed. This helps personalize the room and makes it instantly recognizable for your buyer.
Newly created rooms will default to the first stage of the selected type, but you can edit this if needed.
4. Add participants
Invite the people who should be part of the room, both from your side and from your customer's. You can make edits and add other participants later.
If you've added a meeting via a transcript or meeting integration, we'll try to automatically detect team members and participants. You can also add them manually by pressing the Add collaborator or Add participant button.
Collaborators are teammates who will help manage or edit the Deal Room.
Collaborators can:
Update content and files
Track engagement
Manage communication
Additionally, you can choose whether or not you want collaborators to be able to publish updates to the room. You can do this by going to the Collaboration settings in the room later on.
If you enable this toggle, all collaborators in the room will be able to publish updates.
5. Create the room
Once you've finished the set-up process, press Create room. A draft will be created, either using your specified template or from scratch.
If you've added a meeting or other context, you may be asked if you want the room tailored based on it.
Select the pages you'd like to create or update, or provide additional instructions.
You can continue editing the room manually or using AI instructions if enabled on your entity.
When your Deal Room is ready, click Publish room up in the right corner to make it available to visitors. You can always unpublish it later if you need to make updates or hide it from participants.
6. Invite people to the room
We'll draft invitation emails for each participant based on the discussions you've had and the content in the room. For example, if you've added some product documentation which a particular participant requested during your discovery call, we'll mention that in their invite email. You can choose to send a generic email to all participants if you prefer.
You can edit emails, or if you prefer you can copy and share a universal link for everyone to access if this has been enabled.