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How to Create a Deal Room Template

How to create your template room and what is new

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How to Build a Room Template

Room templates help you create consistent, professional Deal rooms while saving time on repetitive setup tasks. This guide explains how to structure your templates effectively and use the latest features to create engaging client experiences.

Understanding Template Content Types

When building a Deal Room template, organize your content into three main categories:

Default Content: Information that stays consistent across all prospects throughout your sales process. Add this content directly into the template since it never changes.

Variable Content: Content that changes based on prospect type, industry, company size, or product needs. Store this as Content Resources and use placeholders in your template to guide sales reps to the right variable content for each scenario.

Custom Content: Unique content created for individual prospects, such as personalized videos, discovery findings, or specific business cases. Use Placeholder elements to show reps where to add this custom content.

Copying a Deal Room to create a Template

You can duplicate an existing room from your rooms overview page. Click the three dots next to the room you wish to duplicate. You can duplicate it as a new room, or as a template.

Deal-specific dynamic data such as participants, analytics and chat messages will not be duplicated.

Creating a Room Template from scratch

  1. Navigate to the Content section

  2. Click "Create new" and select "Room Template"

  3. In the template creation dialog:

    • Name your template: Choose a descriptive internal name

    • Location: Select which folder to store the template in

    • Add tags: Organize with tags like Content type, Deal type, Industry, or Product for easy discovery

  4. Click "Create" to start building your template

Working with Pages and Sections

Pages

Pages logically group your content at the top level, typically following your sales process flow. Structure them in the order you want buyers to engage:

  • Introduction → Discovery → Products → Business Case → Proposal → Contract

Sections

Sections group related content within a page, making it easier for buyers to process and navigate information.

Here are examples of how to structure sections within each page:

Introduction Page Sections:

  • Welcome Message → Company Overview → Team Introductions → Next Steps in Process

Discovery Page Sections:

  • Current Challenges → Goals and Objectives → Success Criteria → Timeline Requirements → Budget Considerations

Page Settings

  • Hide Page: Control which pages are initially visible to avoid overwhelming buyers. Sales reps can unhide pages as prospects progress through the process

  • Set as Focus Page: Make a specific page the default landing page that participants see when opening the room

  • Save Page as Content Resource: Save entire pages to your content library for reuse in other templates or rooms

Section Settings

  • Hide Section: Keep specific sections hidden for internal use or later reveal. For example, hide "Pricing Options" until after discovery is complete

  • Save Section as Content Resource: Save sections to your content library for future use

Content Creation Elements

The template editor provides various elements to create engaging content:

Text and Media Elements

  • Text: Add formatted text, headings, and lists

  • Image: Upload and position images throughout your content

  • Video: Upload from computer, record directly, or add video links

  • Link: Create clickable links to external resources

Structured Content

  • Pricing Table: Present pricing information clearly

  • Table: Create organized data displays

  • Columns: Display text and images in column layouts

  • Image + Text: Combine images with accompanying text in rows

  • Divider: Separate different content sections

Interactive Elements

  • Text Input: Allow recipients to enter text responses

  • Dropdown: Create selection lists for recipients to choose from

  • Checkbox: Add selectable options for recipients

  • Email Input: Collect properly formatted email addresses

  • Date Input: Collect dates in the correct format

Advanced Elements

  • Browse Content Resources: Insert pre-created content from your library

  • Slideshow: Upload presentation files that display as navigable slideshows

  • Contract Integration: Connect active contracts to your room

Using Placeholders and Variables

Templates support dynamic content through placeholders and variables:

  • Room.companyName: Automatically inserts the client's company name throughout the template

  • Placeholder: Resources: Shows where to insert documents, videos, or links

  • Placeholder: Video: Indicates where to add product demos or personalized messages

  • Placeholder: Slideshow: Marks where to insert presentations or slide sequences

Template Settings

Access template settings by clicking Settings at the top of your template.

General Settings

  • Room Template Name: Set the internal template name (can be changed when creating Deal rooms)

  • Template Owner: Assign or change template ownership

  • Content Access Rights:

    • Private: Only admins and template creator can access

    • Public: Available to all users in your organization

  • Reminders: Configure automatic reminders for participants who haven't visited rooms created from this template

Availability Settings

  • Room Access: Set default access control for rooms created from this template:

    • Allow anyone to access with a universal link

    • Restrict to invited participants only

  • Delete Template: Permanently remove the template (cannot be retrieved after deletion)

Functionality Settings

Control which features are enabled by default in rooms created from this template:

Tabs:

  • Action Plan: Enable task coordination and progress tracking

  • Files: Allow document sharing and management

  • Meetings: Include meeting scheduling and management

Features:

  • Chat: Enable real-time communication

  • Comments: Allow feedback directly on content

  • Hero Section: Display personalized branding and introductory content

You can preset which features are available initially, and sales reps can enable additional features as the buyer relationship progresses.

Adding Content to Your Template

When building your template content:

  1. Click "Add section" to create new content areas within pages

  2. Use the content element menu to add:

    • Browse content resources: Insert pre-made content from your library

    • Text, Image, Video: Add basic content elements

    • Interactive elements: Include forms, dropdowns, and input fields

    • Structured layouts: Use columns, tables, and organized displays

  3. Include placeholder text and variables like "Room.companyName" to personalize content automatically

Best Practices for Template Creation

  • Start with your most common sales process flow when organizing pages

  • Use placeholders generously to guide less experienced sales reps

  • Create "micro templates" as Content Resources for frequently customized sections

  • Test your template by creating a sample Deal room to ensure the flow makes sense

  • Keep default content focused on your core value proposition

  • Use the Hero section to create strong first impressions with client branding

  • Organize templates with descriptive tags for easy discovery by your team

Related Resources

  • Content Editor Guide: Learn advanced formatting and design techniques

  • Content Resources Management: Organize and maintain your content library

  • Deal Room Settings: Understand all available room configuration options

  • Hero Section Customization: Create compelling introductory experiences

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