Features

How do I set up a MFA App to use with ProDeal

Learn how to set up Multi-Factor (MFA) App to use with ProDeal

Written by Vinay Jain
Updated over a week ago

Host admin role and team

What is a room host admin and what they can do on ProDeal?

Written by Vinay Jain
Updated over a week ago

Admin role and team

What is a room admin and what they can do on ProDeal?

Written by Vincent Alfieri
Updated over a week ago

Guest role and team

What is a guest and what can they do on ProDeal?

Written by Vinay Jain
Updated over a week ago

Restricted Guest role and team

What is a restricted guest and what can they do on ProDeal?

Written by Vinay Jain
Updated over a week ago

Restricted Guest - View Only role and team

What is a restricted guest and what can they do on ProDeal?

Written by Vinay Jain
Updated over a week ago

How do I add colleagues, partners or counterparties to the Room?

Adding new users to your Room(s)

Written by Vincent Alfieri
Updated over a week ago

How do I enable (MFA) Multi-Factor Authentication for my Account?

How to enable and setup Multi-factor authentication (MFA)

Written by Vincent Alfieri
Updated over a week ago

How do I mark a document as Closed?

Quickly move through your deal after having a final version of a document.

Written by Vinay Jain
Updated over a week ago

How do I revert a document to Open?

In case you need to work more on a document marked as Closed, you can easily revert it to Open or In Progress.

Written by Vincent Alfieri
Updated over a week ago

How do I sort my documents?

Easily sort uploaded documents and customize your checklist view.

Written by Vinay Jain
Updated over a week ago

Create a New Room

Quickly create a room to manage your transaction on ProDeal.

Written by Vinay Jain
Updated over a week ago

How to create a Private Room?

Help on setting up and maintaining a Private Room for your Organization.

Written by Vincent Alfieri
Updated over a week ago

Managing & Creating Room Templates

Create and manage templates on ProDeal's templates dashboard to speed up room creation

Written by Vinay Jain
Updated over a week ago

Cloning a Room

Clone the entire room: existing structure, documents, responsibilities and teams - without team members. Use this to power-up templates.

Written by Vinay Jain
Updated over a week ago

Start Working In The Room

Share files, write notes and keep track of the status of the checklist.

Written by Vinay Jain
Updated over a week ago

Add Teams and Members

How to add and manage teams and users that are working in the deal room with you.

Written by Vincent Alfieri
Updated over a week ago

Customize Your Email Notifications

Customize Your Email Notification Settings

Written by Vinay Jain
Updated over a week ago

Bulk Actions

Understand the bulk actions in ProDeal and always stay ahead of your deals

Written by Vinay Jain
Updated over a week ago

Filter Your Checklist

Use ProDeal's Filters feature to filter your Checklist and display relevant information.

Written by Vincent Alfieri
Updated over a week ago

How to Use Filters with Bulk Download

Filter your checklist, bulk select and download only the unread or closed documents in seconds!

Written by Vinay Jain
Updated over a week ago

Start Working in your Room

Learn About Some Features You Will Use Everyday On ProDeal

Written by Vinay Jain
Updated over a week ago

Room Permissions in ProDeal

This article describes how permissions and roles work together in ProDeal rooms.

Written by Vinay Jain
Updated over a week ago

Add a User

Add colleagues, partners or counterparties to the Teams in the Room

Written by Vinay Jain
Updated over a week ago

Remove a User

Remove colleagues, partners or counterparties from a room

Written by Vinay Jain
Updated over a week ago

Activity report

Use ProDeal's activity report to track the progress of your room with full visibility

Written by Vinay Jain
Updated over a week ago

Edit Room Settings

How to edit all your Room settings

Written by Vincent Alfieri
Updated over a week ago

Room Details

How to find and access detailed room information: General Information and Custom Attributes

Written by Vinay Jain
Updated over a week ago

Export data from ProDeal

Circulate the Closing Checklist, Closing Binder or Room Inventory outside of ProDeal by exporting it.

Written by Vinay Jain
Updated over a week ago

How to Use Workspaces on ProDeal

Learn How to Use Workspaces on ProDeal

Written by Vinay Jain
Updated over a week ago

Dashboard Filters

Use Dashboard Filters to quickly find deals on your dashboard.

Written by Vinay Jain
Updated over a week ago

Checklist Search bar

Find what you're looking for in just a few clicks

Written by Vinay Jain
Updated over a week ago

Room Deactivation and Hiding

How to deactivate and hide deals from your dashboard

Written by Vinay Jain
Updated over a week ago

Team roles

Learn more about different Team roles and how to check and set access to your checklist and data.

Written by Vincent Alfieri
Updated over a week ago

Creating and Managing a Team

Invite Teams and Members to the Room to keep everyone on the same page throughout the course of the transaction!

Written by Vinay Jain
Updated over a week ago

Delete Teams

Host Admins can delete Teams from rooms

Written by Vinay Jain
Updated over a week ago

Add or Remove a User

Add or remove users from a team.

Written by Vinay Jain
Updated over a week ago

How to Find Out if You're an Admin

Check if you're an Admin and Find Out What that Means!

Written by Vinay Jain
Updated over a week ago

Copy as Text

Create to-do lists and email updates from your checklist in seconds

Written by Vinay Jain
Updated over a week ago

How to find unread documents in your ProDeal room

Learn how to find unread documents in your ProDeal room

Written by Vinay Jain
Updated over a week ago

Set Custom Status to Items

Use statuses tailored to fit your organization's needs.

Written by Vinay Jain
Updated over a week ago

Bulk Action - Change Status

Change the status of multiple items on your checklist in seconds!

Written by Vinay Jain
Updated over a week ago

Moving items on your Checklist

Configure your room and move checklist items with simple drag and drop

Written by Vinay Jain
Updated over a week ago

Customize Your Checklist

ProDeal Rooms are fully customizable. You can add or delete items, rename and rearrange them.

Written by Vinay Jain
Updated over a week ago

How to share links to Checklist items

Share direct links to your checklist items using ProDeal Secure link.

Written by Vincent Alfieri
Updated over a week ago

Add a Line Item

Add another line item to your checklist.

Written by Vinay Jain
Updated over a week ago

How Do I Arrange Line Items

Organize Line Items with ease.

Written by Vincent Alfieri
Updated over a week ago

Write a New Note

Use notes to communicate with your colleagues or partners over specific items

Written by Vinay Jain
Updated over a week ago

Bulk Action - Download

Download items on the checklist in just a few clicks!

Written by Vincent Alfieri
Updated over a week ago

Bulk Action - Assign Responsibility

Assign responsibility to multiple items at once.

Written by Vincent Alfieri
Updated over a week ago

Custom Column

Add an additional custom column to your checklist

Written by Vinay Jain
Updated over a week ago

Bulk Action - Set Access

Edit Access for multiple items at once.

Written by Vincent Alfieri
Updated over a week ago

Close a Line Item

Close a Line Item to keep track of completed items.

Written by Vincent Alfieri
Updated over a week ago

Edit Line Item Settings

Edit a Line Item Name, set a Due Date and assign Responsibility

Written by Vinay Jain
Updated over a week ago

Checklist Filters

Customize your checklist by using filter options.

Written by Vinay Jain
Updated over a week ago

Dashboard Search Bar

Use the Dashboard Search Bar to quickly find your desired deal.

Written by Vinay Jain
Updated over a week ago

How to Use Column Switchers

Customize your Checklist to display the information that is the most relevant to you!

Written by Vinay Jain
Updated over a week ago

Progress Bars on ProDeal

Find your Progress Bar to see how far along you are on your deal

Written by Vinay Jain
Updated over a week ago

A Guide to Buttons on Your Checklist Page

An explanation of the buttons that appear on your ProDeal Checklist

Written by Vinay Jain
Updated over a week ago

How to Use Due Dates on ProDeal

Set a Due Date for items in your Checklist.

Written by Vincent Alfieri
Updated over a week ago

Add a New Heading

Written by Vinay Jain
Updated over a week ago

Rename a Heading

Written by Vinay Jain
Updated over a week ago

How Do I Arrange Headings?

Easily drag and drop the Headings inside a checklist

Written by Vinay Jain
Updated over a week ago

Sign documents on ProDeal

ProDeal's e-signature functionality allows you to sign documents directly on the platform

Written by Vinay Jain
Updated over a week ago

Upload Documents and Folders

Share a document with your colleagues on ProDeal

Written by Vinay Jain
Updated over a week ago

Uploading Emails

Drag and drop your important email correspondence straight to your deal room to be shared and stored!

Written by Vincent Alfieri
Updated over a week ago

How to turn on and use document watermarking

Increase confidential file and document security by using watermarking.

Written by Vinay Jain
Updated over a week ago

Download a Document

Download a document from ProDeal to your computer

Written by Vinay Jain
Updated over a week ago

Marking Documents as Closed

Easily distinguish final documents from drafts. Use this designation to download your closing set or prep your closing binder.

Written by Vinay Jain
Updated over a week ago

Deleting Documents

Delete a document from your checklist or use bulk actions to delete multiple documents at once

Written by Vincent Alfieri
Updated over a week ago

Email-to-folder

Send attachment(s) directly to your room and folder using email.

Written by Vincent Alfieri
Updated over a week ago

Creating a Closing Binder

How to prepare and download a Closing Binder for your deals?

Written by Vinay Jain
Updated over a week ago

How to Subscribe to a Heading

Get email notifications on all activity in the Headings of your choice

Written by Vincent Alfieri
Updated over a week ago

How do I edit the name of the room?

Change the name of your deal.

Written by Vincent Alfieri
Updated over a week ago