You've been invited to a Prodeal room. Prodeal is a secure document portal - think of it as a shared deal folder that lives online. Your contact is using it to collect and share documents for this transaction. This guide covers everything you need to know to get in and get started.
Step 1 - Getting In
Check your inbox for an invitation email
It comes from noreply@prodeal360.com with a subject line referencing the deal name. If you don't see it, check your spam or junk folder - it sometimes lands there.
Click the blue button to accept the invitation
This link is unique to you. It will ask you to create a free Prodeal account with your email and a password of your choice. This takes about 60 seconds.
Save prodeal360.com to your favorites
Once your account is created, you can log in directly at prodeal360.com anytime — you don't need the invitation email again. Your deal room will appear on your dashboard.
Step 2 - Uploading Documents
Drag and drop files or entire folders directly into the room. Prodeal keeps your folder structure intact — no need to reorganize after uploading.
Upload to the right folder. Your contact has set up specific folders for you. Drop documents into the folder that matches what they've asked for.
Multiple files at once. Select everything you need and drag it all over in one go — no need to upload one file at a time.
ZIP files: you can upload a ZIP, but Prodeal won't unpack it automatically. Unzip first, then drag the folder in.
If your contact sends you a link like Go to this folder →, clicking it will take you directly to where they want you to upload. You don't need to navigate there yourself.
Notifications
Prodeal sends email notifications when activity happens in your room. Here is how they work:
Every 15 min
Every 15 min
If documents are uploaded, you get one summary email covering everything that happened in the last 15 minutes - not a separate email per file.
6 AM daily
6 AM daily
A morning summary of everything that happened in the room the previous day. Only sent if there was activity.
You can turn notifications up or down at any time. Once you're logged in, go to Notifications in the left sidebar of your room.
Not getting emails you expected? Check your spam folder first, then reach out to your contact. They can resend your invitation or check that you're set up correctly.
What you can and can't do as an outside party
Adding a colleague to the room
Go to the Teams tab. In the left sidebar of your room, click Teams. Find your team name.
Click Invite Users. Enter their email address. You can add multiple people at once by separating emails with commas.
They'll get an invite email. Your colleague creates a free account and will immediately have the same access as you.
Need help getting in? If your invitation expired, you can't log in, or you're not sure where to upload something — don't troubleshoot alone. Just reach out to your contact directly and ask them to resend your invitation or send you a direct link to the folder you need.
Questions? Email Prodeal's customer success team: success@prodeal360.com