🚀 New: Duplicate Deal Rooms & Save as Templates
Creating new Deal Rooms just got a whole lot faster. You can now duplicate any existing Deal Room or save it as a reusable template—perfect for teams that rely on consistent structures, processes, or content across deals. Selling to another branch of a company you created a custom room for? Copy your previous room, make any adjustments and you’re ready to go!
Why it matters:
- Save time: No more rebuilding rooms from scratch or manually inserting content resources.
- Ensure consistency: Standardize your sales process with repeatable, branded Deal Room templates.
- Scale smarter: Quickly spin up new rooms for similar deals, clients, or industries.
Whether you're managing onboarding flows, RFPs, or multi-stakeholder sales, this update helps you move faster and stay aligned.
Just go to your rooms overview page and click the three dots next to the room you wish to duplicate.
You can find out more about creating Deal Rooms in our Help Center.