SaaS vendor deal room
A deal room where a software vendor shares pilot results, security review, proposal and a mutual plan with a prospect.
- Industry
- B2B SaaS and Technology Vendors
- Team
- Sales, Client services
- Use case
- CRM and sales, Client onboarding, Client portals
- Tags
- Approval workflow
- Includes
- 5 pages · 15 app surfaces
Template preview
1 / 4
Included items
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Security review and procurement pack
Page · Embedded on site route /security · Requires sign-in
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API integration guide
Page · Embedded on site route /security/integration · Requires sign-in
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Rollout statement of work
Page · Embedded on site route /proposal/statement-of-work · Requires sign-in
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Rollout kickoff plan
Page · Embedded on site route /rollout · Requires sign-in
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Product roadmap update
Page · Embedded on site route /roadmap · Requires sign-in
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Dashboards
App · Client routes: /, /onboarding, /pilot, /plan, /proposal, /proposal/statement-of-work, /roadmap, /rollout, /security, /security/integration
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Tasks
App · Client routes: /plan
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Project Chat
App · Client routes: /room
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Forms
App · Client routes: /room
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File Request
App · Client routes: /room
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Files
App · Client routes: /room
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Onboarding
App · Client routes: /onboarding
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Client Profiles
App · Seller team routes: /team · Requires sign-in
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Dashboards Admin
App · Seller team routes: /team · Requires sign-in
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Tasks Admin
App · Seller team routes: /team · Requires sign-in
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Project Chat Admin
App · Seller team routes: /team · Requires sign-in
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Files Admin
App · Seller team routes: /team/admin · Requires sign-in
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File Request Admin
App · Seller team routes: /team/admin · Requires sign-in
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Forms Admin
App · Seller team routes: /team/admin · Requires sign-in
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Onboarding Admin
App · Seller team routes: /team/admin · Requires sign-in
Overview
What this template supports
A deal room for B2B software vendors managing a late-stage sale. The buyer sees the overview and open items, pilot results, the security and IT pack, an integration guide, the proposal and statement of work, the rollout plan, the product roadmap, a mutual plan, a questions and files room and an after-signing page. The vendor keeps a separate team workspace.
- Overview with deal summary, stakeholders and items waiting on the buyer
- Pilot results with live chart blocks
- Shared security, proposal and rollout documents open inside the deal room
- Mutual plan with tasks and approval gates
- One room for questions, requests and shared files
- After-signing onboarding checklist
- Vendor-only team workspace
- Light, Dark and Futuristic themes
How to use this template
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Review the deal room
Open the live demo and follow the overview into pilot results, security and the mutual plan.
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Map your deal stages
Decide which evaluation, security and proposal material your buyers need before a decision.
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Plan buyer access
Choose which pages require sign-in in your own Site. The linked portal opens the client-facing pages publicly; the team workspace still requires sign-in.
Frequently asked questions
What does SaaS vendor deal room help me do?
A deal room where a software vendor shares pilot results, security review, proposal and a mutual plan with a prospect.
What is included in this template?
It includes Overview with deal summary, stakeholders and items waiting on the buyer, Pilot results with live chart blocks, Shared security, proposal and rollout documents open inside the deal room and Mutual plan with tasks and approval gates.
Who is this template designed for?
It is designed for Sales and Client services teams working in B2B SaaS and Technology Vendors.
What should I review before using this template?
Open the live demo and follow the overview into pilot results, security and the mutual plan. Decide which evaluation, security and proposal material your buyers need before a decision.
Who can see the team workspace?
Only the vendor team. It sits behind sign-in.
Can I add this template directly from the gallery?
The gallery provides previews and public links. Adding a copy directly to your workspace from the gallery is not available yet.