Deal Room Template Overview

Learn how Deal Room templates work, how to structure pages and sections, and how to use default, variable, and custom content to create reusable, high-quality buyer experiences.

June 1, 2026

1. Template content types: default, variable, custom

When designing a Deal Room template, think in three content layers:

Default content

Information that is always relevant and rarely changes between prospects.

Examples:

• Company overview
• Standard value proposition
• Product overview
• Generic onboarding steps

Add default content directly to the template. Reps should not need to change this for each room.

Variable content

Content that changes based on segment, industry, product line, region, or deal type.

Examples:

• Industry-specific case studies
• Regional pricing summaries
• Product-line specific decks

Store variable content as Content Resources and use placeholders in the template to show where reps should insert the right resource for that deal.

Custom content

Content that is unique to a specific prospect or customer.

Examples:

• Personalized videos
• Discovery summaries
• Custom business cases or ROI models

Use Placeholder elements in the template to indicate where this content should be added when a rep sets up an actual room.

This structure keeps templates stable while still supporting deep personalization.

2. Ways to create a Deal Room template

You can create templates in two main ways:

Duplicate an existing room as a template

If you already have a well-structured Deal Room:

• Duplicate it as a template to reuse its page and section structure
• Dynamic room data such as participants, analytics, and chat messages will not be copied

This is useful when you already have a “good example” room in production.

Create a template from scratch

From the Content area, create a new Room template and define:

• Template name (internal)
• Storage location (folder)
• Tags (e.g., deal type, industry, product)

Then build out pages, sections, and content elements directly in the template editor.

Generate a template with AI

You can also use AI to generate templates, pages, and reusable content resources. Describe what you want to build, and AI will produce a structured draft with placeholders for future deal-specific input. Outputs will be more generic without deal-specific context, so review and refine the result before publishing.

3. Pages and sections

Templates are structured in two levels: pages and sections.

Pages

Pages group content at the highest level and should usually follow your process flow.

Common sequences:

• Introduction → Discovery → Solution → Business case → Proposal → Contract
• Welcome → Evaluation → Proposal → Onboarding

Page-level settings include:

• Hide page (keep pages hidden until later stages)
• Set as focus page (default landing page for visitors)
• Save page as a Content Resource (reuse in other templates or rooms)

Sections

Sections sit inside pages and group related content into smaller blocks, making it easier for buyers to scan and understand the information.

Examples:

• Introduction page: Welcome message, company overview, team introductions, next steps
• Discovery page: Current challenges, goals, success criteria, timeline, budget

Section-level settings include:

• Hide section (e.g., hide pricing options until discovery is complete)
• Save section as a Content Resource
• Rename, recolor, duplicate, or delete

4. Content elements in templates

The template editor supports multiple element types to build engaging pages.

Text and media

• Text (headings, paragraphs, lists)
• Image
• Video (upload, record, or link)
• Link (to external resources)

Structured content

• Pricing table
• Table
• Columns
• Image + text layouts
• Dividers

Interactive elements

• Text input
• Dropdown
• Checkbox
• Email input
• Date input

These elements allow you to combine static information with interactive content such as forms, surveys, or input fields for discovery data.

Advanced elements

• Browse Content Resources (insert prebuilt blocks from your library)
• Slideshow (upload and display presentations as slides)
• Contract integration (link an active contract into the room)

5. Placeholders and variables

Templates support placeholders and variables to guide reps and automate some personalization.

Placeholders

Placeholders mark where reps should add content later. Examples:

• Placeholder: Resources, for documents, videos, or external links
• Placeholder: Video, for product demos or personalized intros
• Placeholder: Slideshow, for pitch decks or onboarding presentations

Use placeholders to guide less experienced reps and to make it clear where customization is expected.

Variables

Variables automatically insert room-specific information.

Example:

• Room.companyName, inserts the customer’s company name wherever used

Variables reduce manual editing and keep naming consistent throughout the template.

6. Template settings

Template settings control how rooms created from the template will behave by default.

General settings

• Template name (internal)

• Template owner

• Content access rights:

  • Private: only admins and the template creator can access
  • Public: all users in the organization can use the template

• Reminders: default reminder behavior for participants who have not visited rooms created from this template

Availability settings

• Room access defaults for rooms created from this template:

  • Allow access via universal link
  • Restrict to invited participants only

• Delete template (permanently remove from the workspace)

Functionality settings

Control which features are enabled by default in rooms created from this template:

Tabs:

• Mutual Action Plan
• Files
• Meetings

Features:

• Chat
• Comments
• Hero / Introduction section

Reps can still adjust some features later in the live room, but the template provides sensible defaults.

7. Adding content to your template

When building content:

• Use “Add section” to create new content blocks within pages

• Use the content element menu to insert:

  • Content Resources from your library
  • Text, images, and video
  • Interactive elements (forms, dropdowns, inputs)
  • Structured layouts (columns, tables, pricing tables, slideshows)

• Use placeholders and variables like Room.companyName to indicate where and how personalization should happen

You can also use AI to create or edit pages within your template. Describe what you want, and AI can add, remove, or reorder sections and apply existing layouts and elements. You can switch between AI editing and the manual editor at any time, or combine both. AI gives you a strong starting point, but you’re always in control of the final result, so review the output before saving.

8. Best practices

• Start from your most common sales or customer journey and mirror that in your page structure
• Use default content for messaging that should not change between deals
• Use Content Resources for segment-specific or product-specific material
• Use placeholders to signal where reps must personalize content
• Create “micro templates” as Content Resources for sections reused across multiple templates
• Test each template by creating a sample Deal Room to ensure the flow is clear for buyers and reps
• Keep templates focused on the core story; avoid overloading them with edge cases
• When generating templates or content with AI, keep your prompts focused. Very large or broad inputs may lead to less precise results.