ProDeal

Follow these steps to using ProDeal for general deal management:

All parties will <a href="https://help.prodeal360.com/en/articles/3065238-upload-documents" target="_blank" rel="nofollow noopener noreferrer">upload</a> and <a href="https://help.prodeal360.com/en/articles/3066508-download-a-document" target="_blank" rel="nofollow noopener noreferrer">download</a> documents to and from folders on ProDeal instead of emailing them.

All parties will communicate reply-all style comments using the<a href="https://help.prodeal360.com/en/articles/3065473-write-a-new-note" target="_blank" rel="nofollow noopener noreferrer"> Line Item notes</a>.

Once documents are final, your deal host will <a href="https://help.prodeal360.com/features/working-with-the-checklist/close-a-line-item" target="_blank" rel="nofollow noopener noreferrer">close the Line Items</a> to indicate completion.

1. All parties will <a href="https://help.prodeal360.com/en/articles/3065238-upload-documents" target="_blank" rel="nofollow noopener noreferrer">upload</a> and <a href="https://help.prodeal360.com/en/articles/3066508-download-a-document" target="_blank" rel="nofollow noopener noreferrer">download</a> documents to and from folders on ProDeal instead of emailing them.
2. All parties will communicate reply-all style comments using the<a href="https://help.prodeal360.com/en/articles/3065473-write-a-new-note" target="_blank" rel="nofollow noopener noreferrer"> Line Item notes</a>.
3. Once documents are final, your deal host will <a href="https://help.prodeal360.com/features/working-with-the-checklist/close-a-line-item" target="_blank" rel="nofollow noopener noreferrer">close the Line Items</a> to indicate completion.

Learn a simple ProDeal workflow to manage your deals

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