Template settings define how Deal Rooms created from a template behave by default. These settings control visibility, access, feature availability, and participant engagement settings. Understanding template settings ensures that the Deal Rooms created by your team follow the correct structure and interaction model before any personalization or content changes occur.
Template Settings affect all Deal Rooms created from the template, unless overridden at the room level where allowed.
1. What Template Settings Control
Template settings establish the baseline for:
How Deal Rooms created from the template handle access and visibility
Which features are enabled or disabled for buyers and sellers
Whether participants receive reminders
How the Hero/Introduction section behaves
These settings ensure consistency across all Deal Rooms generated from the same template.
2. General Settings
General settings define ownership, visibility, and internal governance of the template.
Template Name
Used internally to identify the template. The name can differ from the room name chosen at creation.
Template Owner
Determines who is responsible for maintaining the template and who can manage updates.
Access Rights
Public: Visible and usable by all users in the entity
Private: Visible only to admins and the template creator
This setting governs template discoverability across teams.
Reminders
Configures whether future Deal Rooms created from the template send reminder notifications to participants who have not yet viewed the room.
This ensures follow-up behavior is aligned with your sales process.
3. Availability Settings
Availability settings define how access to Deal Rooms created from this template is managed.
Room Access Behavior
Controls how participants access the room by default:
Restricted access: Only invited participants can open the room
Universal link: Anyone with the link can access the room
These settings set the default security posture. Reps may adjust room-level access post-creation if required.
Delete Template
Permanently removes the template and its structure. Does not affect rooms already created from the template.
4. Functionality Settings
Functionality settings control which Deal Room features are enabled when a room is created from the template.
Tabs
Define which functional tabs are active:
Action Plan — Enables collaborative task tracking
Files — Allows file sharing
Meetings — Allows scheduling and viewing meetings
Contracts — Enables contracts panel within the room
Disabling a tab removes it entirely from the created room unless re-enabled later.
Features
Control buyer-facing and seller-facing interaction tools:
Chat — Enables live communication inside the Deal Room
Comments — Allows contextual comments on content
Hero / Introduction section — Displays the customizable welcome header
Templates can enforce interaction style by enabling or disabling these elements.
5. How Template Settings Impact Created Rooms
Template settings set the default behavior of the room, including:
Which features buyers see
Which collaboration surfaces reps can use
Whether the room uses restricted access or open access
Whether reminders are sent
Whether rooms contain Action Plans, Files, or Meetings tabs
Reps can adjust certain aspects after creation (e.g., enabling a tab), while others remain fixed based on template design (e.g., initial content, linked resources).
6. Governance and Role Behavior
Only admins can:
Change template access rights
Modify functionality settings
Enable or disable major Deal Room capabilities
Manage template visibility and deletion
Users can use templates but cannot modify template settings.
This ensures governance and consistency across teams.
7. Best Practices
Configure settings based on your standard sales or onboarding workflow.
Keep templates Public when they are intended for large teams or multiple regions.
Restrict access to templates still in development or pilot testing.
Enable Action Plan, Chat, and Comments by default if collaboration is part of your buyer experience.
Use reminder defaults carefully; reminders should match your engagement strategy.
Use restricted access for deals involving sensitive information.