Deal Rooms are designed to give sellers control over when buyers can view content, updates, and features. To support this, every room operates in one of two states: Draft or Published.
Understanding the difference ensures you can collaborate internally, prepare materials safely, and only share content externally when you’re ready.
What Draft Mode Means
A room starts in Draft mode by default.
Draft mode is your internal workbench—nothing is visible to external participants until you choose to publish.
In Draft mode:
Only internal users (room owner + collaborators) can see and access the room
You can freely edit:
Content sections
Files
Meetings (all appear as drafts)
Action Plan
Updates
Sales Team Widget configuration
External participants cannot open the room, even if they previously had access
AI can still use draft content to help generate summaries, proposals, or business cases
No buyer notifications are ever sent
You can continue refining structure, messaging, and layout without visibility concerns
Use draft mode when you want to:
Prepare content before showing it to buyers
Collaborate internally on messaging or positioning
Set up meetings, action plans, or files in advance
Build a room template-like structure
Ensure nothing is shared prematurely
What Published Mode Means
Publishing the room makes it available to external participants and activates all buyer-facing features.
In Published mode:
Buyers and invited participants can access the room
Any shared meeting notes, files, or room content become visible to participants
Buyer-facing notifications begin to trigger (based on the notification model)
You can continue editing content—changes appear instantly unless the section is locked
Updates you publish appear in the Updates feed and may send summary emails
All analytics (views, downloads, visits, engagement) begin tracking
The room URL becomes active and accessible based on the room access settings
Use published mode when you want to:
Share the Deal Room with prospects or customers
Start tracking engagement and visits
Give buyers access to files, content, and updates
Enable chat, comments, meetings, action plans, and other collaboration features
Work interactively with decision-makers
Switching Between Draft and Published Mode
You can move between the two states at any time.
Unpublishing a Room
If you unpublish:
Buyers lose access immediately
Room becomes internal-only again
Content stays intact—nothing is deleted
You can continue editing without triggering notifications
When you're ready, you can publish again with one click
Publishing Again After Unpublishing
Re-publishing reactivates buyer access and resumes all participant-facing behavior:
Buyers regain access
Updates, comments, and chat become visible again
Meeting drafts remain drafts until explicitly shared
Notification rules apply again based on activity
How Buyers Experience Draft vs Published
Draft Mode Buyer Experience:
They cannot view the room
If they open a previous link, they will see an “unavailable” message
They receive no notifications
Published Mode Buyer Experience:
They can access all visible content
They receive notifications based on event + role
They can collaborate via chat, comments, meetings, and downloads
They see updates as they are shared
What Stays Internal Regardless of Mode
Even in published mode, some elements remain internal-only:
Meeting drafts
AI prompt sets and generated outputs until you save them
Internal-only notes on tasks or internal meeting sections
Internal-only participants (collaborators) who are hidden from the Sales Team Widget
Template settings
Summary
Feature / Behavior | Draft Mode | Published Mode |
Buyer access | ❌ No | ✅ Yes |
Internal collaboration | ✅ Yes | ✅ Yes |
Edits visible to buyers | ❌ No | ✅ Yes |
Buyer notifications | ❌ No | ✅ Yes |
Engagement analytics | ❌ No | ✅ Yes |
Share meetings | Only drafts | Full visibility |
Updates feed | Internal-only | Buyer-visible |
Draft mode is for preparation, internal collaboration, and fine-tuning.
Published mode is for external engagement, collaboration, and deal progression.