Most users looking to create templates in ProDeal will create a new room and then repeatedly clone that room.

Another way of creating a custom template for your ProDeal account is to send an email with a PDF, .doc, or XLS file of your custom checklist to

The ProDeal team will add this template to your account, which you can access from the new room creation screen.

To create a new room using a Checklist Template:

  1. Start by clicking on the New Room button on the top right of your Dashboard.
  2. This will open up the page to Create a New Room.
  3. Fill out the necessary fields and scroll to where there’s the option to Select Template for this Room.
  4. Select your customized Checklist Template to apply it to the room.
  5. Select your Room Access Type and click Create Room to finish.
  6. Optionally: Turn on Checklist Access Management and Private Room options

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