What is a ‘Deal Room’?
Deal Room is a digital sales room where sales reps may invite stakeholders from both the buyer and seller sides, engage and share content, and close deals faster.
How can you create a ‘Deal Room’?
Log in to the Paperflite app, go to the 'Deal Room' module on the left-hand menu, click on ‘Create New’ and name it appropriately.
Once you've named the Deal Room, select your preferred viewer, and voila! your Deal room is created.
Your Deal Room is now set up.
The Deal Room will comprise of the following sections:
● Overview - Will contain the heading, background, and a description. The company logo you set in your account will be automatically picked up as the Internal Logo for the Deal Room.
● Assets - All assets that need to be added to this collection will be included under Resources. You will also be able to add sections to make it easier to discover the right piece of content.
‘Participants’ from the buyer’s side will also be able to add content from their end as well.
● People - Will include a list of the deal's internal and external members.
Internal Contributors can include anyone on the seller's side who has Paperflite platform access and with whom you can collaborate to view or edit the collection.
Internal Stakeholders can include top-level executives, decision-makers, or financial personas from the seller's side who simply need view access to the collection.
External Participants can include anyone from the buyer's side who needs view access to the collection. You have the option of managing and inviting the people who will be involved in the deal based on your needs.
● Activity - This section will include all of your recipients' activities, as well as the date and time, such as email opened, link clicked, asset viewed, asset reshared, and so on.
When a Deal Room is shared, the end user will have the same view available to them on their end.
All Deal Rooms will be Live collections by default, with OTP Authentication required to ensure security.
If you still have any questions, reach out to support@paperflite.com and we’ll be happy to answer them.