Skip to main content
All CollectionsWorkflowsGeneral
General ProDeal Workflow
General ProDeal Workflow

Learn to use ProDeal as you manage your deal workflow.

Vincent Alfieri avatar
Written by Vincent Alfieri
Updated over 3 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.

Did this answer your question?