ProDeal

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

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

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

How to Use Notes - Checklist

Vincent Alfieri

Ian Group

Lei Cabangil

Checklist

ProDeal Login

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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