Deal participants are users that have been selected specifically by other participants in the room to project manage a deal alongside them.

This article helps deal participants get set up smoothly.

Deal activity

• Deal teams take on more stress than anyone with high drama condensed into a brief window.
• Front Office AI aligns parties with real time alerts to clarify next steps.
• The Summary tab of each deal provides a clickable feed to highlight previous deal activity.

Participant access

• Deal participants can control user access from the Members tab and grant other users in the room specific permissions after they have been invited.
• These permissions are separate from those found in organisation settings.

Manage terms

• From a deal's Term sheet, participants can build term sheets from scratch with pre-approved legal clauses that can be imported from the organisation's Clause Library (managed in Settings).
• Term sheets are versioned, enabling participants to track line by line changes between each negotiation.

Finalise docs

• The Dossier tab houses all relevant documentation for a given deal.
• Participants can create, edit and collaborate in real time with internal and external stakeholders.
• Project management tools clarify next steps and reduce hassle collecting eSignatures.

Complete Q&A

• Secure messaging with stakeholders via the Comments tab concludes loose ends.
• A backup of historic deals can be found by clicking your avator and selecting Deals from the dropdown menu.