Pages and sections form the structural foundation of a Deal Room template. They define how content is organized, revealed, and consumed by buyers. Understanding how pages and sections behave ensures a consistent buyer experience and helps sales teams guide stakeholders through the deal in the correct order.
This article explains how pages, sections, visibility rules, and template-driven behaviors work inside Deal Room templates.
1. How Pages Function in Deal Room Templates
Pages represent the highest level of content grouping in a Deal Room. Each page acts as a container for multiple sections and typically follows your sales process.
Characteristics of Pages:
Pages determine the main navigation within the Deal Room.
Pages appear in the order defined in the template and guide the progression of the buyer journey.
Pages can be visible or hidden by default.
Pages can be marked as the focus page, which becomes the landing page when buyers open the room.
Pages provide the overall structure, allowing templates to reflect your playbook (e.g., Introduction → Discovery → Solution → Proposal → Contract).
2. Section Behavior
Sections are the building blocks within each page. They break content into digestible units, improving readability and helping buyers navigate information more naturally.
Section behaviors include:
Sections always belong to a page; they cannot exist independently.
Sections can contain any combination of text, layouts, media, pricing tables, or interactive elements.
Sections can be visible or hidden by default.
Sections may come from three content types: template content, content resources, or linked resources.
Sections allow teams to create structured, modular content suited for complex deal cycles.
3. Visibility Logic (Pages & Sections)
Both pages and sections include visibility controls, supporting progressive disclosure of information.
Visible Content
Visible content is immediately accessible to all participants.
Hidden Content
Hidden content is intentionally concealed until a seller chooses to reveal it.
This is commonly used for:
Pricing
Later-stage proposal details
Implementation plans
Competitive differentiators
Internal-to-external transitions
Hidden content helps control the narrative and prevents overwhelming early-stage buyers.
Visibility settings in templates define defaults; reps may adjust visibility once a room is created.
4. Behavior of Template vs. Editable Content
Pages and sections in a template can contain three content types, each with distinct behavior:
Template Content
Embedded directly into the template.
Editable only at the template level.
Replicable in every Deal Room created from that template.
Content Resources
Reusable content inserted into a template.
Editable inside the template and inside Deal Rooms.
Not synchronized with the Content Library after insertion.
Linked Resources
Reusable content synchronized with the Content Library.
Locked from editing within the template.
Automatically updated when the source resource changes.
Can be unlinked if a template needs local control.
Understanding which type of content is used in each section helps teams maintain governance over messaging, while preserving flexibility.
5. Focus Page Behavior
One page in a published room can be marked as the focus page. This becomes the first page a participant sees when entering the Deal Room.
Typical examples:
An introduction page with a welcome video
A discovery summary page for late-stage opportunities
A proposal overview page during negotiation
Selecting the right focus page aligns the buyer experience with the stage of your sales process.
6. Interaction with Other Deal Room Features
Pages and sections influence how other room functionality behaves:
Comments attach to specific content within sections.
Analytics track engagement at page and section level, providing insights into buyer interest.
Hero/Introduction sections behave as specialized top sections that visually anchor the room.
Pricing tables, interactive fields, and videos all inherit visibility and layout rules from their containing section.
This structure ensures consistent, predictable interaction behavior for both sellers and buyers.
7. Best Practices
Keep pages high-level and use sections to break content into digestible units.
Avoid overly long pages; divide them logically to match buyer intent.
Use hidden sections for content that should be revealed later in the process.
Group related content into the same section to maintain clarity.
Use Linked Resources for standardized content and template content for information that rarely changes.
Keep naming conventions clear so reps understand the purpose of each page and section.