MAR 3, 2023
Deal templates to help streamline the creation of new proposals. Deal owners for tracking who is responsible for each deal
Creating and editing deal structures can be time-consuming and cumbersome, especially for commonly used templates. To address this issue, we are excited to announce the introduction of deal templates, which streamline the process of creating and editing commonly used deal structures.
Additionally, we are introducing deal owners, which help to track who is responsible for each deal.
Read on to learn more about how these new tools can help make your deal-making process more efficient and effective.
This release introduces a commonly requested feature - deal templates.
With deal templates, you can easily create and edit templates for commonly used deal structures. This reduces the time and effort required to create new proposals, and helps standardise and streamline the proposal creation process.
Here's how to use deal templates:
Save as Template…
<aside> 👉 For more information, see Deal templates
Deal owners make it easier to track who is responsible for each deal. When creating a new deal, the current user is automatically set as the default deal owner. However, the deal owner can also be edited from the deal settings.
The deal owner is now the default contact on the "thank you" slide of proposals. You have the option to edit the primary contact or hide it entirely from the proposal page.
Create deal now includes deal owner (and deal templates)
Set the primary contact from the proposal settings