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The Dealroom is the page your customer opens to review a quote. It replaces a static PDF with an interactive offer: the buyer sees the products and totals, chooses optional items, adjusts quantities you allowed them to change, reads and accepts the legal agreements, fills in their billing and shipping details, and signs electronically. Each quote has its own Dealroom, available as soon as you share the quote.

Reference

What is the Dealroom

How the Dealroom fits in the quote lifecycle

Client view

The sections and actions your customer sees

Email tracking

Follow the delivery and opening of quote emails

Guides

Publish a quote to the Dealroom

Share the quote by email or with a link

Configure the signature

Set signers and follow the customer’s signing flow
Last modified on October 27, 2026