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General ProDeal Workflow

Learn to use ProDeal as you manage your deal workflow.

Vincent Alfieri avatar
Written by Vincent Alfieri
Updated over 4 years ago

Follow these steps to using ProDeal for general deal management:

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

  2. All parties will communicate reply-all style comments using the Line Item notes. 

  3. Once documents are final, your deal host will close the Line Items to indicate completion.

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