ProDeal

Read below to have your ProDeal dashboard, rooms, and email notifications branded w/your custom logo and color

Custom Branding for your ProDeal Account

A simple and direct way of checking a specific checklist or data room item.

Room Explorer

This feature allows users with responsibility for a specific checklist and data room item to quickly access and keep track of their assigned items.

My Responsibility Dashboard

Global Search

How to Bookmark Your Most Important Rooms

Checklist and Data Room: Room Links

Kimberly Justmann

Ian Group

Judy Ann Vargas

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

Features

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

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

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

Host Role & Team

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

Admin Role & Team

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

Guest Role & Team

What is a view and upload role, and what can they do on ProDeal?

View and Upload Role & Team

What is a view only role and what can they do on ProDeal?

View Only Role & Team

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

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

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

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

How do I mark a document as closed?

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

How do I revert a document to Open?

Easily sort uploaded documents and customize your checklist view.

How do I sort my documents?

Can I create a password instead of using login links?

How do I create a punch list in ProDeal?

Vincent Alfieri

Quickly create a room to manage your transaction on ProDeal.

Create a New Room

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

Private Room

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

Managing & Creating Room Templates

Copy an entire room so you don't have to start from scratch.

Cloning a Room

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

Start Working In The Room

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

Create Teams and Add Users

Customize Your Email Notification Settings

Customize Your Email Notifications

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

Bulk Actions

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

Filter Your Checklist

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

How to Use Filters with Bulk Download

Getting Started

Learn About Some Features You Will Use Everyday On ProDeal

Start Working in your Room

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

Room Permissions in ProDeal

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

Add a User

Remove colleagues, partners or counterparties from a room

Remove a User

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

Activity Report

Edit Room Settings

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

Room Details

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

Export data from ProDeal

How to Use Workspaces on ProDeal

Use Dashboard Filters to quickly find deals on your dashboard.

Dashboard Filters

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

Checklist Search bar

How to deactivate deals from your dashboard

Room Deactivation

Rooms

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

Team Roles

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

Creating and Managing a Team

Delete Teams

Add or Remove a User

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

How to Find Out if You're an Admin

We've improved the process of inviting colleagues to your ProDeal room.

Invite Link

Send a custom email when inviting a colleague to your room!

Email Invitation Note

Teams and Users

Find documents in your room uploaded during a specific date range

Filter by Upload Date

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

Copy as Text

Learn how to find unread documents in your ProDeal room

How to find unread documents in your ProDeal room

Use statuses tailored to fit your organization's needs.

Set Custom Status to Items

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

Bulk Action - Change Status

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

Moving items on your Checklist

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

Customize Your Checklist

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

How to share links to Checklist items

Add a Line Item and Folder

How Do I Arrange Line Items

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

How to Use Notes

Learn how to download single items or items in bulk.

Download files or folders

Assign responsibility to multiple items at once.

Bulk Action - Assign Responsibility

Add an additional custom column to your checklist

Custom Column

Bulk Action - Set Access

Close a Line Item to keep track of completed items.

Close a Line Item

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

Edit Line Item Settings

Customize your checklist by using filter options.

Checklist Filters

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

Dashboard Search Bar

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

How to Use Column Switchers

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

Progress Bars on ProDeal

An explanation of the buttons that appear on your ProDeal Checklist

A Guide to Buttons on Your Checklist Page

Set a Due Date for items in your Checklist.

How to Use Due Dates on ProDeal

Checklist

Add a New Heading

Rename a Heading

Easily drag and drop the Headings inside a checklist

How Do I Arrange Headings?

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

How to Subscribe to a Heading

Headings

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

Sign documents on ProDeal

Share a document with your colleagues on ProDeal

Upload Documents and Folders

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

Uploading Emails

Increase confidential file and document security by using watermarking.

How to turn on and use document watermarking

Download a document from ProDeal to your computer

Download a Document

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

Marking Documents as Closed

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

Deleting Documents

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

Email-to-folder

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

Creating a Closing Binder

Documents

How do I edit the name of the room?

Room Settings

ProDeal Login

Find answers and get help from Intercom Support and Community Experts

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