Deal rooms

One place to move the deal forward.

Bring meeting links, shared resources, custom proposal content, and the agreement into a single room for the prospect.

On this page

01 / The shared space

Keep the next step close to the context.

Book the next meeting

Add a clear next step and a link to your scheduling page.

Share the useful details

Keep shared resources and custom proposal sections together.

Sign the agreement

Collect an e-signature in the room and store the generated PDF with the deal.

02 / Example meeting path

Shape the next step around your sales process.

Intro call

Explain the purpose of the first conversation and share a booking link.

Use a custom section to introduce the conversation, explain what to prepare, and link to the appropriate scheduling page.

Demo

Share the information that makes a demo useful.

Add relevant resources and a next-step link. Your team chooses the room content and pipeline stages; these examples are not an automatic booking sequence.

Kickoff

The handoff from sales to delivery, in the same room.

After the agreement, update the room with preparation details and the next meeting link so the buyer can find the handoff information in the same place.

Playbook review

Share a plan or proposal for review.

Link to the plan as a shared resource or describe it in a custom text section. Choose the content that is appropriate for the buyer to see.

Pre-launch

The final check before everything goes live.

Use a custom section to explain readiness requirements and the next action. Your team remains responsible for confirming approvals before delivery begins.

03 / Behind the link

A room connected to the deal.

Meeting links

Add a scheduling destination to a call-to-action section and explain what the meeting covers.

Token-gated room

A public link opens a private space with no login and no account. Show the progress, resources, custom content, and agreement you select.

E-signature with PDF

Sign the agreement in the room. A PDF is generated automatically and stored with the deal.

Auto-advance to Won

When an agreement is signed, the deal moves to a pipeline stage marked Won if one is configured.

Custom proposal sections

Add text and call-to-action sections, and control which sections the buyer can see.

Custom pipeline stages

A platform-side sales pipeline, separate from the SalesHive internal CRM, with stages you define for how your team actually sells.

Explore custom pipeline stages

Links and uploads

Share resources in the room as links or file uploads, so everything a prospect needs sits in one organized list.

Keep exploring

See how it fits your team.

Explore the platform Try the live demo See pricing

Questions, answered

Your questions, answered.

What is a deal room, and how does a prospect open it?

A deal room is a single shared, client-facing space for one deal. The prospect opens it from a public, token-gated link, with no login or account required. You choose whether to show progress, rep details, shared resources, and the agreement. Add your own text and call-to-action sections for the buyer.

Can deal rooms replace our scheduling, proposal, and e-signature tools?

A client deal room brings shared resources, custom proposal content, and agreement signing together. You can add a scheduling link as a call to action. Compare your required workflow with the room before replacing another tool; it does not impose SalesHive’s own onboarding schedule on your buyers.

How do we guide the buyer to the next meeting?

Use the room’s custom text and call-to-action sections to explain the next step and link to your scheduling page. Your client pipeline has its own stages. SalesHive’s managed-service onboarding has a separate meeting flow; it is not the required sequence for your deals.

What happens when the agreement is signed?

The room includes e-signature. Signing records the signature and generates a PDF. If your pipeline has a stage marked Won, the signed deal moves to that stage. The room also shows the signed agreement for reference.

Is the deal-room pipeline the same as the SalesHive CRM?

No. Deal rooms run on a platform-side sales pipeline that is separate from the SalesHive internal CRM. It has its own custom stages you define, so your team can track and close deals the way they actually sell, and pipeline analytics report on it directly.

Who books the meetings that start a deal room?

Either your team or ours. Our managed SDR programs combine human cold calling with agent-supported email outreach, helping turn interested prospects into booked meetings.

Category: Sales workflows