Documentation Index
Fetch the complete documentation index at: https://docs.qwoty.io/llms.txt
Use this file to discover all available pages before exploring further.
Overview
Dealroom is a dedicated, client-facing workspace where your customers view, discuss, negotiate, and sign quotes. It replaces static PDF quotes and endless email threads with a collaborative environment that accelerates deal closure. Each published quote automatically generates its own Dealroom.The concept
A Dealroom transforms the quote review process into a transparent, interactive experience:- Private workspace: Each Dealroom is accessible only to invited stakeholders via a secure, unique link
- Real-time collaboration: Buyers and sellers comment directly on line items, pricing, and terms without switching tools
- Version control: All quote revisions appear in the same Dealroom, maintaining conversation history and context
- Signature workflow: Built-in e-signature capabilities eliminate the need for third-party tools
How it works
Key features
Interactive quote presentation
The Dealroom displays your quote in a clean, branded format optimized for buyer review. Customers see product details, pricing breakdowns, payment terms, and contract terms in a structured layout without downloading files.Threaded comments
Both parties can leave comments on specific line items or sections. Comments support attachments and @mentions, keeping feedback organized and actionable. All stakeholders see the same conversation thread.Live negotiation
When customers request changes, you update the quote directly in Qwoty. The Dealroom refreshes automatically with the new version, preserving all previous comments and context. No need to send updated PDFs or create new links.E-signature integration
Once the customer approves the quote, they sign directly within the Dealroom. The signature workflow captures signatory details, timestamps, and audit trails. Signed quotes automatically transition to Accepted status and generate orders.Access control
You control who can view the Dealroom by inviting specific email addresses. Recipients access the Dealroom without creating Qwoty accounts. Track who has viewed the quote and when.Dealroom lifecycle
| Stage | Description | Actions Available |
|---|---|---|
| Created | Dealroom generated when quote is published | Share link, invite stakeholders |
| Viewed | Customer has opened the Dealroom | Monitor activity, respond to comments |
| Negotiating | Active back-and-forth on terms or pricing | Update quote, address comments |
| Ready to Sign | Customer agrees to terms | Send signature request |
| Signed | Customer has executed the contract | View signed document, access order |
| Expired | Quote passed expiration date | Extend expiration or mark as lost |
Common questions
Can I have multiple Dealrooms for the same customer?
Can I have multiple Dealrooms for the same customer?
Yes. Each published quote generates its own Dealroom. If you’re working on multiple opportunities with the same customer, each gets a separate workspace with its own access link and conversation thread.
What happens to the Dealroom when I revise a quote?
What happens to the Dealroom when I revise a quote?
The Dealroom persists across quote revisions. When you update and republish a quote, the same Dealroom displays the new version with a revision indicator. All previous comments remain visible, maintaining negotiation context.
Do customers need a Qwoty account to access the Dealroom?
Do customers need a Qwoty account to access the Dealroom?
No. Customers access Dealrooms via secure, unique links without creating accounts. They enter their email address to view the quote and participate in discussions. This reduces friction in the buying process.
Can I disable comments or negotiation?
Can I disable comments or negotiation?
Yes. You control whether customers can leave comments or request changes in the Dealroom settings. For non-negotiable quotes, you can restrict the Dealroom to view-only mode and signature workflow.
How long does a Dealroom remain accessible?
How long does a Dealroom remain accessible?
Dealrooms remain accessible as long as the underlying quote is valid. When a quote expires or is marked Lost or Canceled, the Dealroom displays the appropriate status but retains historical data for audit purposes.
Can I customize the Dealroom branding?
Can I customize the Dealroom branding?
Yes. Dealrooms inherit branding from your Qwoty workspace settings, including logo, colors, and domain. Admins configure these settings at the workspace level to ensure consistent customer-facing presentation.
Related
Publishing quotes
Learn how to publish quotes and generate Dealrooms
Signature workflow
Configure and manage the e-signature process
Quote statuses
Understand the quote lifecycle and status transitions
Contract models
Set up dynamic contract templates for Dealrooms