Help for buyers

Someone from a company you’re evaluating has invited you to a Deal Room: a private, shared web page for your purchase. Instead of chasing email attachments, everything lives in one place — the proposal, the documents, the people involved, the next steps and a way to ask questions at any hour.

The room is set up by the seller, so what you see depends on what they’ve included. You don’t need an account or a password: your personal link is your way in.

Start here

• Your Deal Room — opening your link, finding your next step, and how stages work.
• Asking questions — the AI Concierge, and how to reach a person.
• Messages — chatting with your team and the seller, and email notifications.

Working through the deal

• Inviting colleagues — bring in the right people and choose what they can see.
• Reviewing the proposal — prices, terms, documents and asking for changes.
• Accepting and signing — the checkout and e-signature.
• Scheduling a meeting — booking a call with your account executive.
• Your options — “revisit this later” and “not interested”.

Good to know

• Language and accessibility
• Privacy and access — what the seller can see, and keeping your link safe.

Tip

Stuck at any point? Open Any questions? in the room, or contact the account executive who sent you the link.