Templates allow you to use the same or similar checklist structure for every deal. This not only speeds up room creation but also helps you create uniformity among deal rooms used across your team and/or at your company.
To get started, on the Rooms tab, click the Templates, and it will take you to the Templates page.
All your templates are accessible from the Templates tab. You can edit each template as you would a room. Then, you can create rooms from that template.
Creating a new template
In the top right corner of the Templates tab, click the “+ Create Template” button. Alternatively, click the Create button found in the global navigation bar, you will see the “+ New Template” to create a new template.
Enter the Template Name. This is the required information.
Choose the room view you want to create. You will see the preview of the room structure on the right side of the pop-out window.
Once you click "Create Template" ProDeal will automatically open the new template room where you can configure your template.
For more information on configuring your room, click here.
💡 When creating a new room from a template, you will have the option to copy over everything: users, teams, access permissions, documents, notes, etc.
Creating a room from the Templates tab
After you finish configuring your template, you can create a room from that template.
Navigate to the Templates tab.
Locate your desired template.
Click the blue "Create room" button on the right side.
Enter the Room Name. This is the required information.
Choose your room view between the Checklist and the Data Room
Click the What do you want to copy to the new room? Select the following checklist structure that you want to copy over.
Check the box for the following Checklist Information and Teams (include users if needed) that you want to copy to the new room.
Checklist Information:
Documents
Notes
Items statuses
Due dates
Custom column values
Teams and Users: (Check the box "include users" if needed)
Host teams
Admin teams
Guest teamsEnter the desired information and click "Create Room"
Creating a room from the My Rooms tab
To create a new room using a Checklist Template that you have made:
Click the +Create room button in the upper right corner of your dashboard.
Enter the Room Name, this is the required information.
Choose the room view you want to create.
Select the correct template by clicking the dropdown under Create From Template. (name of the room template).
Click Create Room.
Click the What do you want to copy to the new room? Select the following checklist structure that you want to copy over.
Frequently Asked Questions
What will be copied over when creating a room from a template?
The newly created room will have the same checklist structure, teams, and details as your template. The following specifics will be cloned when you create a new room from a template:
Team names and roles (option to copy users is available)
Notes
Due Dates
Custom Column Values
Documents, folders, line items, and headings
Documents, folders, line item statuses
Custom statuses
Access and Responsibility
Room settings (General Information such as Room Type, closed date, estimated closed date, transaction amount, and asset type) and Checklist Settings
How do I make changes to a template?
You have the option to make changes to the following details after creating a room from a template:
Room type
Closing date
Transaction amount
Checklist Access Management
Private room
Hover your mouse over any of these details and click "Edit Value" to make changes.
If I make changes to a template, will those changes trigger notifications to my colleagues?
No. Templates don't generate notifications like normal rooms. You won't receive Daily Recap or Real-Time Notifications, Due Date, or Invite Reminders.