Overview

This document contains templates for the following scenarios:

How do I give my colleagues a heads up that we’re going to be using ProDeal?
I’m ready to invite people to ProDeal. Should I email them before I do?
What if colleagues or external parties ask me for more information?

Use this to give colleagues a heads up about ProDeal

-- BEGIN SAMPLE EMAIL--

I am pleased to let you know that we will be using a new collaborative platform called ProDeal for managing and automating transactions.  

As we integrate ProDeal into our workflow, I want to make clear our path for successful adoption:

ProDeal will be a secure, single source of truth and allow us to seamlessly close transactions as well as drastically reduce the number of emails sent on deals.   Therefore, it is imperative that you commit to using ProDeal entirely for this transaction.

As we get started, the ProDeal team will be available to train and support our team whenever we need them.  Please give them your attention and provide feedback where you see fit. 

 

-- END SAMPLE EMAIL--

Use this to invite outside Parties

Any references to "click here" in the templates below are hyperlinked below

EXAMPLE 1 (Short):

--BEGIN SAMPLE EMAIL--

cc: support@prodeal360.com

All, we will be using ProDeal to manage both our underwriting due diligence/ closing checklist on this transaction.

Invites to ProDeal will go out shortly. If you need to add additional colleagues, click the teams page, find your team and click "Invite Users."

Once you have access, please start uploading documents to the deliverable folders instead of emailing them to us.  Counsel will also distribute loan documents directly through ProDeal.  

Click here for a 90-second video on how to upload and download documents to the deal room. 

-- END SAMPLE EMAIL--

EXAMPLE 2 (Long):

--BEGIN SAMPLE EMAIL--

cc: support@prodeal360.com

All, we will be using ProDeal to manage both our due diligence and legal closing checklist on this transaction.

Invites to ProDeal will go out shortly. If you need to add additional colleagues, click the teams page, find your team and click "Invite Users."

Here is the 3 step workflow we will be using on this deal:

1) All parties will upload and download documents to folders in ProDeal instead of emailing them.

2) All parties will communicate "reply-all" style comments using the line item notes

3) Once documents are final, our office will close each line item (i.e. make the folder green) to indicate completion

Once you have access, please start uploading documents to the deliverable folders instead of emailing them to us.  Counsel will also distribute loan documents directly through ProDeal.  

Click here for a 90-second video on how to upload and download documents to the deal room. 

-- END SAMPLE EMAIL--

Example 3:

Hi all - 

We are about to send everyone on this email invites to ProDeal. 

Most of the folders in the room are currently empty but you'll start to see documents getting populated soon.

If you'd like to turn off notifications, here are instructions on how to do so (just scroll down to the first moving image and it'll show you a short video on how to do it):

https://help.prodeal360.com/en/articles/2950615-customize-your-email-notificationsOur 

Our ProDeal Account Manager ([INSERT NAME]) is cc'd on this email. If you have any questions you can email her directly. You can also access the ProDeal Help Center at help.prodeal360.com

Note: It is very common for users sending the above emails to use hyperlinks to frequently visited articles in our help center. Here are a few you might consider using:

What if colleagues or external parties ask me for more information?

Send them the following suggested response:

--BEGIN SAMPLE EMAIL--

Thanks for your email. 

We’re excited to leverage this simple and powerful tool to streamline and secure our workflow.

The ProDeal platform will help reduce email traffic, keep track of current versions of documents, and make sure documents are always being shared with all of the appropriate counterparties. 

ProDeal will also reduce email traffic and ensure everyone is getting real-time updates.

Please let me know if you have any additional questions.  If you need any help getting logged in or trained, you can email ProDeal support at support@prodeal360.com or use the live chat on their website. 

--END SAMPLE EMAIL--