Create a Deal Room

Learn how to create your first Deal Room to collaborate with your buyers, share content, and manage the deal process — all in one place.

June 1, 2026

Overview

A Deal Room is a shared digital space where you and your buyer can work together throughout the sales process, from first meeting to signed contract.

It helps you keep communication, documents, and next steps aligned in one transparent workspace.

Use a Deal Room to:

• Share proposals, files, and meeting links
• Keep track of what your buyer engages with
• Collaborate in real time through comments or chat
• Manage the full buyer journey in one place

How to Create a Deal Room

1. Click Create room

From the sidebar, select Deal Room (bottom left corner) and click Create room in the top-left corner.

You can choose to:

• Use a pre-made template, Start from one of your company or GetAccept templates, built with structure and design ready to go.
• Start from scratch, Build a new Deal Room manually with full flexibility in template and content.

Using a shared template ensures consistent branding and saves time when creating new rooms.

2. Add your buyer’s company

Search for your buyer’s company name to automatically include their logo, name, and website.

You can also upload a custom logo if needed. This helps personalize the room and makes it instantly recognizable for your buyer.

3. Add your team as collaborators

Invite teammates who will help manage or edit the Deal Room before it’s published.

Collaborators can:

• Update content and files
• Track engagement
• Manage communication

Additionally, you can choose whether or not you want collaborators to be able to publish updates to the room. You can do this as part of the room creation process, or make adjustments to the Collaboration settings in the room later on.

If you enable this toggle, all collaborators in the room will be able to publish updates.

5. Invite participants

When your Deal Room is ready, click Invite up in the right corner to share it with your buyer.

Add your buyer’s name and email, then include a short welcome message.

6. Publish your room

Before sharing the link externally, make sure the room is published.

You can always unpublish it later if you need to make updates or hide it from participants.