Template room overview
When you have created your Deal Room template room you will enter edit mode. If you're used to our Contract Room template, you'll immediately recognize that the Deal Room template layout is different. The room content is structured by two levels; pages, that are used to group content on a top level, and sections that are used to group content on a page
Both pages and sections are summarized in a Table of content in the left bar, which is used as a navigation menu to browse the content of the room.
The room template can be seen as the framework of a sales process, where the pages act as the various stages in that process. We, therefore, recommend starting building your template by adding all the pages you need in the template, then continuing to add their respective content as sections.
In this article, we will go over how you can navigate your template room and build your template step by step.
Building your template
When you have created your first template room you will have a blank page and section to start with.
There are two options you have:
Add elements within your current sections
Add a new section. A new section is automatically added to the current page, and will show up in the table of content - but you will need to name the new section yourself. You can easily drag and drop sections between pages in the Table of content.
Once a new section has been added it will be also added as a new section under the page in the menu to the left:
Each page is further divided into sections. Sections are the different topics you want to present.
For example, you could create a section for “About Us”, “Products”, or “Contact”.
What you can add to your template room
Here you can add Content resources from your library.
Adds a text editor element to your section. Read more about it here
Use this element to add images to your room. You can choose one from the image library, upload a picture from your computer, or by using an image URL.
Upload a video from your computer, record it, or add a link to a video.
Adds a pricing table section to your content. Read more about it here.
Use this element to add tables to your section. Add or remove columns and also add borders and background to your table. Read more about it here.
Use this element to separate different parts of your section, such as the Overview from the Pricing sections. Read more about it here.
Here you can add text and images in the view of columns. Read more about it here.
Use this element to add an image and text in the same row of your section. You can choose one from the image library, upload a picture from your computer, or by using an image URL. Read more about it here.
Add a URL to create a link element.
This element allows either recipients or senders to type text into the field. Read more about it here.
This field allows the sender to add a dropdown list, with choices for the recipient to choose from. Read more about it here.
This field allows the recipients or senders to click and check a box on a certain selection. It can be checked by default by the sender before delivering to customers.
Read more about it here.
Upload a file presented as a slideshow to your content. Allowing you to switch easily between pages instead of having to scroll.
Connects an active contract to your room, read more about it here.
When adding content to your sections you'll use our various editor elements. To learn more about the Editor, click here. We have a new element in the Deal Room, the Slideshow element, that lets you upload content in a slideshow mode. More about it is below.
You can also add resources, and content from your library. Read more about it here.
There is also a new option to link a contract to sign to your room, read more about that here.
Upload a PDF, PowerPoint, or Keynote file as a Slideshow to your template room
When you upload a file the view will be a little different, allowing you to switch easily between pages. This is instead of having several pages after one another, which you need to scroll through
To upload a file, simply add an element within a section or add a new section.
Scroll down in the list to find Slideshow.
You are simply adding it as a Slideshow!
You now have an index to your left, this is your template's menu.
Here you can create new pages and view what content you have in your room.
This makes for easy navigation to each page.
Below we will go over the pages menu you have to your left and what you can do here:
Creates a whole new page. When you add new sections within a page they will be shown as sections under the page, which can be viewed to the left. The sections that are shown under the current page you are on represent each section you have on your current page. If you, for example, have a lot of sections added to one page you can simply click on each to the left, instead of having to scroll down the page.
Rename a page or a section
By clicking on the three dots next to the section you want to rename or by double-clicking on the current name you can rename the page
Hide pages and sections
As mentioned before, the Deal Room template is commonly used to create all the default content of a specific process, and the template should hold all content from start to finish of that process. That doesn't mean that all your content needs to be visible to your room participants all the time. You can choose to hide pages and sections that are intended to be presented later in the process, and your users can choose to present them when they reach that specific state.
Hiding a page will automatically hide all sections on that page, and a page will always be visible if there is at least one section that is shown.
Delete a section or a Page
Deletes a whole page or a section within a page
Please keep in mind that once a page is deleted it cannot be undone
Template room Settings
To set and access your Template room settings simply click on Settings at the top.
Here you have two different types of settings you can make and below we will go over them in a bit more in detail.
The general setting controls the reminders that you can set to go out to the recipients of the room. Here you can also set the value
(The value is only for internal use and will not be shown to the recipients)
Decide when the first reminder should be sent out and if/when it should be repeated.
The availability settings controls the template visibility to users in the entity and who can access the room (recipients) when published, below we will explain all the settings you can make:
The public template setting controls the template rooms' visibility for the other users in the entity. Meaning that if the Public template is activated it will be visible and can be used by other Users or Managers within the entity. When it is not activated it will only be visible to the owner of the template room and admins on the entity.
Anyone who has been given the universal link to the room can access it.
Only recipients who have been invited and got an individual link can access the room.
To learn more about recipients in a room, click here
Lastly, here you can also fully delete the template.