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 choose to:
Use a pre-made template — Start from one of your company or GetAccept templates, built with structure and design ready to go.
Start from scratch — Build a new Deal Room manually with full flexibility in layout and content.
Using a shared template ensures consistent branding and saves time when creating new rooms.
2. 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.
3. Add your team as collaborators
Invite teammates who will help manage or edit the Deal Room before it’s published.
Collaborators can:
Update content and files
Track engagement
Manage communication
5. Invite participants
When your Deal Room is ready, click Invite up in the right corner to share it with your buyer.
Add your buyer’s name and email, then include a short welcome message.
6. Publish your room
Before sharing the link externally, make sure the room is published.
You can always unpublish it later if you need to make updates or hide it from participants.
