The Deal Room Settings panel is divided into several groups. Each group manages a specific part of your Deal Room, what buyers see, how collaborators work, and how secure and customizable the space is. This guide explains what each group does and when to use it.
Functionality
Room tabs
Controls the major sections available inside the Deal Room.
Tabs represent the features within a room that will be shown to participants. You can enable or disable tabs to match your selling flow. For example, you may wish to keep the Contracts tab turned off until your deal progresses to the point where contracts become relevant.
What you can toggle
Action plan, shows the Mutual Action Plan
Files, shows shared documents
Meetings, shows scheduled and past meetings
Contracts, where recipients can view and sign attached contracts
Why use it
Simplify the room for buyers
Remove unused modules
Keep the buying experience focused on what matters
Communication features
Enables or disables specific engagement tools inside the room.
These are smaller components that enhance communication and structure inside the Deal Room.
What you can toggle
Chat, real-time messaging
Comments, page-level comments
Why use it
Create a quieter, simpler room by removing unused interactions
Enable collaboration tools when engagement is high
Control what experience participants have inside the room
Customer company
Manages the buyer’s branding inside the Deal Room.
You can personalize the room with the buyer’s logo and company details.
What you can edit
Search for buyer company logo
Upload a custom buyer logotype
Update company name
Update company URL
Add a company description
Why use it
Make the room feel fully tailored to the buyer
Strengthen professionalism and trust
Ensure correct branding across shared content
AI content can be based on the description provided about the customer company, making it more relevant and accurate
Collaboration
Controls internal and external access and ownership of the Deal Room.
Used to assign who manages and supports the room from your side.
What you can modify
Room owner, primary responsible user
Collaborators, internal team members who can edit the room
External participants, people from your customer's company who should be part of the room
Why use it
Add SMEs, sales engineers, or account team members
Reassign rooms when reps change
Enable joint selling with a shared workspace
Invite customers to participate in the room
Availability
Defines how buyers access the Deal Room and its security level.
Important for controlling permissions and external security.
What you can configure
Room access
Allow universal link access
Restrict to invited participants only
Password protection for external visitors
Unpublish room
Delete room
Why use it
Control who can enter the room
Add an extra security layer
Temporarily pause access
Permanently remove unused rooms
When to Use Feature Groups
Use the feature groups whenever you want to:
Customize the buyer experience
Simplify the Deal Room layout
Add or remove collaboration options
Adjust access levels and security
Personalize the Deal Room with the buyer’s branding