Deal Room templates let you create consistent, reusable room structures that follow your sales or customer journey. Instead of building every room from scratch, you define pages, sections, and content once, then reuse that structure for each new opportunity or customer.
This article explains how Deal Room templates work, how to think about template content types, and how to structure and configure them effectively.
1. Template content types: default, variable, custom
When designing a Deal Room template, think in three content layers:
Default content
Information that is always relevant and rarely changes between prospects.
Examples:
Company overview
Standard value proposition
Product overview
Generic onboarding steps
Add default content directly to the template. Reps should not need to change this for each room.
Variable content
Content that changes based on segment, industry, product line, region, or deal type.
Examples:
Industry-specific case studies
Regional pricing summaries
Product-line specific decks
Store variable content as Content Resources and use placeholders in the template to show where reps should insert the right resource for that deal.
Custom content
Content that is unique to a specific prospect or customer.
Examples:
Personalized videos
Discovery summaries
Custom business cases or ROI models
Use Placeholder elements in the template to indicate where this content should be added when a rep sets up an actual room.
This structure keeps templates stable while still supporting deep personalization.
2. Ways to create a Deal Room template
You can create templates in two main ways:
Duplicate an existing room as a template
If you already have a well-structured Deal Room:
Duplicate it as a template to reuse its page and section structure
Dynamic room data such as participants, analytics, and chat messages will not be copied
This is useful when you already have a “good example” room in production.
Create a template from scratch
From the Content area, create a new Room template and define:
Template name (internal)
Storage location (folder)
Tags (e.g., deal type, industry, product)
Then build out pages, sections, and content elements directly in the template editor.
3. Pages and sections
Templates are structured in two levels: pages and sections.
Pages
Pages group content at the highest level and should usually follow your process flow.
Common sequences:
Introduction → Discovery → Solution → Business case → Proposal → Contract
Welcome → Evaluation → Proposal → Onboarding
Page-level settings include:
Hide page (keep pages hidden until later stages)
Set as focus page (default landing page for visitors)
Save page as a Content Resource (reuse in other templates or rooms)
Sections
Sections sit inside pages and group related content into smaller blocks, making it easier for buyers to scan and understand the information.
Examples:
Introduction page: Welcome message, company overview, team introductions, next steps
Discovery page: Current challenges, goals, success criteria, timeline, budget
Section-level settings include:
Hide section (e.g., hide pricing options until discovery is complete)
Save section as a Content Resource
Rename, recolor, duplicate, or delete
4. Content elements in templates
The template editor supports multiple element types to build engaging pages.
Text and media
Text (headings, paragraphs, lists)
Image
Video (upload, record, or link)
Link (to external resources)
Structured content
Pricing table
Table
Columns
Image + text layouts
Dividers
Interactive elements
Text input
Dropdown
Checkbox
Email input
Date input
These elements allow you to combine static information with interactive content such as forms, surveys, or input fields for discovery data.
Advanced elements
Browse Content Resources (insert prebuilt blocks from your library)
Slideshow (upload and display presentations as slides)
Contract integration (link an active contract into the room)
5. Placeholders and variables
Templates support placeholders and variables to guide reps and automate some personalization.
Placeholders
Placeholders mark where reps should add content later. Examples:
Placeholder: Resources – for documents, videos, or external links
Placeholder: Video – for product demos or personalized intros
Placeholder: Slideshow – for pitch decks or onboarding presentations
Use placeholders to guide less experienced reps and to make it clear where customization is expected.
Variables
Variables automatically insert room-specific information.
Example:
Room.companyName– inserts the customer’s company name wherever used
Variables reduce manual editing and keep naming consistent throughout the template.
6. Template settings
Template settings control how rooms created from the template will behave by default.
You access these settings from the template’s Settings area.
General settings
Template name (internal)
Template owner
Content access rights:
Private: only admins and the template creator can access
Public: all users in the organization can use the template
Reminders: default reminder behavior for participants who have not visited rooms created from this template
Availability settings
Room access defaults for rooms created from this template:
Allow access via universal link
Restrict to invited participants only
Delete template (permanently remove from the workspace)
Functionality settings
Control which features are enabled by default in rooms created from this template:
Tabs:
Action Plan
Files
Meetings
Features:
Chat
Comments
Hero / Introduction section
Reps can still adjust some features later in the live room, but the template provides sensible defaults.
7. Adding content to your template
When building content:
Use “Add section” to create new content blocks within pages
Use the content element menu to insert:
Content Resources from your library
Text, images, and video
Interactive elements (forms, dropdowns, inputs)
Structured layouts (columns, tables, pricing tables, slideshows)
Use placeholders and variables like
Room.companyNameto indicate where and how personalization should happen
8. Best practices
Start from your most common sales or customer journey and mirror that in your page structure
Use default content for messaging that should not change between deals
Use Content Resources for segment-specific or product-specific material
Use placeholders to signal where reps must personalize content
Create “micro templates” as Content Resources for sections reused across multiple templates
Test each template by creating a sample Deal Room to ensure the flow is clear for buyers and reps
Keep templates focused on the core story; avoid overloading them with edge cases