Why rebuild the same Deal Room for every deal?
Deal Room Templates let you reuse proven deal structures—saving time and ensuring consistency across teams.
In this article, you'll learn about:
What Deal Room Templates are
Who can create templates
What gets copied when you clone a template
What are Deal Room Templates?
Deal Room Templates allow admins to save a Deal Room structure and reuse it for future deals.
Instead of starting from scratch, teams can clone a template and jump straight into execution.
Who can mark a Deal Room as a template?
To mark a Deal Room as a template, a user must:
Be a Deal Owner or Internal Stakeholder with Edit access
Have the Administrator role
What Happens When You Mark a Deal Room as a Template?
When a Deal Room is marked as a template:
The entire Deal Room remains exactly as it is
Existing stakeholders remain added
Existing content remains intact
The full Mutual Action Plan (MAP) remains intact
All attachments and configurations remain unchanged
Nothing is removed.
The complete Deal Room - including stakeholders, content, MAP, progress, and structure is marked as a template.
How templates work
When a Deal Room is marked as a template:
It appears under the Templates section
All users can view it in view-only mode
To use a template:
Users must clone it
Cloning creates a fresh Deal Room copy
What gets copied when you clone a template?
Copied:
Banner
Logo
Description
Stages
Action items
Not copied:
Assigned stakeholders
Due dates
Completion status
Attached documents
This ensures every new deal starts clean while still benefiting from a proven structure.
Why use Deal Room Templates?
Templates help you:
Standardize deal execution
Reduce setup time
Scale best-practice workflows across teams
Still have queries? Send them to us at support@paperflite.com and we'll be glad to assist.