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The Dealroom is your digital sales workspace shared with customers. It replaces static PDFs with an interactive experience where buyers explore pricing, leave comments, negotiate terms, and sign—all in one place. This section covers how to publish quotes to the Dealroom, manage customer interactions, and configure the buyer experience.

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Reference

Dealroom anatomy

Components and layout of the customer-facing Dealroom interface

Quote statuses

Status lifecycle from Published through Accepted

Permissions and sharing

Control who can access and interact with Dealrooms

Dealroom settings

Branding, notifications, and configuration options

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Guides

Publish a quote to the Dealroom

Send your quote live for customer review

Track customer engagement

Monitor opens, views, and activity in the Dealroom

Handle negotiations and comments

Respond to buyer feedback and update pricing

Collect signatures

Configure and request electronic signatures