Features

Learn about the features that you will use every day on ProDeal

Vincent Alfieri avatar Mladen Pančevački avatar Vinay Jain avatar +1
75 articles in this collection
Written by Vincent Alfieri, Mladen Pančevački, Vinay Jain and 1 other
FAQ

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
Vinay Jain avatar
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?
Vinay Jain avatar
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?
Vincent Alfieri avatar
Written by Vincent Alfieri
Updated over a week ago

Guest role and team

What is a guest and what can they do on ProDeal?
Andrea Ivanovic avatar
Written by Andrea Ivanovic
Updated over a week ago

Restricted Guest role and team

What is a restricted guest and what can they do on ProDeal?
Andrea Ivanovic avatar
Written by Andrea Ivanovic
Updated over a week ago

Restricted Guest - View Only role and team

What is a restricted guest and what can they do on ProDeal?
Vinay Jain avatar
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)
Vincent Alfieri avatar
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)
Vincent Alfieri avatar
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.
Andrea Ivanovic avatar
Written by Andrea Ivanovic
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.
Vincent Alfieri avatar
Written by Vincent Alfieri
Updated over a week ago

How do I sort my documents?

Easily sort uploaded documents and customize your checklist view.
Andrea Ivanovic avatar
Written by Andrea Ivanovic
Updated over a week ago
Getting Started

Create a New Room

Quickly create a room to manage your transaction on ProDeal.
Vinay Jain avatar
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.
Vincent Alfieri avatar
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
Andrea Ivanovic avatar
Written by Andrea Ivanovic
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.
Andrea Ivanovic avatar
Written by Andrea Ivanovic
Updated over a week ago

Start Working In The Room

Share files, write notes and keep track of the status of the checklist.
Andrea Ivanovic avatar
Written by Andrea Ivanovic
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.
Vincent Alfieri avatar
Written by Vincent Alfieri
Updated over a week ago

Customize Your Email Notifications

Customize Your Email Notification Settings
Vinay Jain avatar
Written by Vinay Jain
Updated over a week ago

Bulk Actions

Understand the bulk actions in ProDeal and always stay ahead of your deals
Vinay Jain avatar
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.
Vincent Alfieri avatar
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!
Vinay Jain avatar
Written by Vinay Jain
Updated over a week ago
Rooms

Start Working in your Room

Learn About Some Features You Will Use Everyday On ProDeal
Andrea Ivanovic avatar
Written by Andrea Ivanovic
Updated over a week ago

Room Permissions in ProDeal

This article describes how permissions and roles work together in ProDeal rooms.
Vinay Jain avatar
Written by Vinay Jain
Updated over a week ago

Add a User

Add colleagues, partners or counterparties to the Teams in the Room
Andrea Ivanovic avatar
Written by Andrea Ivanovic
Updated over a week ago

Remove a User

Remove colleagues, partners or counterparties from a room
Andrea Ivanovic avatar
Written by Andrea Ivanovic
Updated over a week ago

Activity report

Use ProDeal's activity report to track the progress of your room with full visibility
Vinay Jain avatar
Written by Vinay Jain
Updated over a week ago

Edit Room Settings

How to edit all your Room settings
Vincent Alfieri avatar
Written by Vincent Alfieri
Updated over a week ago

Room Details

How to find and access detailed room information: General Information and Custom Attributes
Vinay Jain avatar
Written by Vinay Jain
Updated over a week ago

Using A Checklist Template

Use a custom Checklist Template to expedite the process of creating a new room
Andrea Ivanovic avatar
Written by Andrea Ivanovic
Updated over a week ago

Export data from ProDeal

Circulate the Closing Checklist, Closing Binder or Room Inventory outside of ProDeal by exporting it.
Vinay Jain avatar
Written by Vinay Jain
Updated over a week ago

How to Use Workspaces on ProDeal

Learn How to Use Workspaces on ProDeal
Andrea Ivanovic avatar
Written by Andrea Ivanovic
Updated over a week ago

Dashboard Filters

Use Dashboard Filters to quickly find deals on your dashboard.
Vinay Jain avatar
Written by Vinay Jain
Updated over a week ago

Checklist Search bar

Find what you're looking for in just a few clicks
Andrea Ivanovic avatar
Written by Andrea Ivanovic
Updated over a week ago

Room Deactivation and Hiding

How to deactivate and hide deals from your dashboard
Vinay Jain avatar
Written by Vinay Jain
Updated over a week ago
Checklist

Copy as Text

Create to-do lists and email updates from your checklist in seconds
Andrea Ivanovic avatar
Written by Andrea Ivanovic
Updated over a week ago

How to find unread documents in your ProDeal room

Learn how to find unread documents in your ProDeal room
Vinay Jain avatar
Written by Vinay Jain
Updated over a week ago

Set Custom Status to Items

Use statuses tailored to fit your organization's needs.
Andrea Ivanovic avatar
Written by Andrea Ivanovic
Updated over a week ago

Bulk Action - Change Status

Change the status of multiple items on your checklist in seconds!
Vinay Jain avatar
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
Andrea Ivanovic avatar
Written by Andrea Ivanovic
Updated over a week ago

Customize Your Checklist

ProDeal Rooms are fully customizable. You can add or delete items, rename and rearrange them.
Andrea Ivanovic avatar
Written by Andrea Ivanovic
Updated over a week ago

How to share links to Checklist items

Share direct links to your checklist items using ProDeal Secure link.
Vincent Alfieri avatar
Written by Vincent Alfieri
Updated over a week ago

Add a Line Item

Add another line item to your checklist.
Andrea Ivanovic avatar
Written by Andrea Ivanovic
Updated over a week ago

How Do I Arrange Line Items

Organize Line Items with ease.
Mladen Pančevački avatar
Written by Mladen Pančevački
Updated over a week ago

Write a New Note

Use notes to communicate with your colleagues or partners over specific items
Vinay Jain avatar
Written by Vinay Jain
Updated over a week ago

Bulk Action - Download

Download items on the checklist in just a few clicks!
Vincent Alfieri avatar
Written by Vincent Alfieri
Updated over a week ago

Bulk Action - Assign Responsibility

Assign responsibility to multiple items at once.
Vincent Alfieri avatar
Written by Vincent Alfieri
Updated over a week ago

Custom Column

Add an additional custom column to your checklist
Andrea Ivanovic avatar
Written by Andrea Ivanovic
Updated over a week ago

Bulk Action - Set Access

Edit Access for multiple items at once.
Vincent Alfieri avatar
Written by Vincent Alfieri
Updated over a week ago

Close a Line Item

Close a Line Item to keep track of completed items.
Vincent Alfieri avatar
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
Vinay Jain avatar
Written by Vinay Jain
Updated over a week ago

Checklist Filters

Customize your checklist by using filter options.
Andrea Ivanovic avatar
Written by Andrea Ivanovic
Updated over a week ago

Dashboard Search Bar

Use the Dashboard Search Bar to quickly find your desired deal.
Vinay Jain avatar
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!
Andrea Ivanovic avatar
Written by Andrea Ivanovic
Updated over a week ago

Progress Bars on ProDeal

Find your Progress Bar to see how far along you are on your deal
Vinay Jain avatar
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
Andrea Ivanovic avatar
Written by Andrea Ivanovic
Updated over a week ago

How to Use Due Dates on ProDeal

Set a Due Date for items in your Checklist.
Vincent Alfieri avatar
Written by Vincent Alfieri
Updated over a week ago