Product updates

feature
September 2, 2021

Truncate Titles

An option to truncate long titles option has been added and is enabled by default.

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feature
August 27, 2021

Request List Tabs

Now your requests lists can be seen as tabs across the top menu bar.

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feature
August 19, 2021

Playbook Gallery Layout

Choose one of our playbooks to create a new room with an initial list and folder structure already built out.

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feature
August 12, 2021

Private Comments

Users can send a private comment to multiple groups. You can only select groups to send comments to if they have access to see your group.

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feature
August 6, 2021

Custom Deal Views

From the pipeline, you can create and save custom views using filters. You can also change your viewing options, such as columns in the table layout.

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feature
November 4, 2020

Deal pipeline access management

With the deal pipeline access management panel, you have complete control over your team's pipeline.

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feature
November 4, 2020

Import deals into your deals pipeline

By importing your deals from Excel, you can keep all deal workflows on one platform. DealRoom auto-populates the metadata fields upon import for a quick set up and allows you to have complete control over what deal metadata is displayed.

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feature
September 18, 2020

Plan and track deal phases on your pipeline

With the phases history feature, you can track deal progress, add planned vs. actual dates, take notes, and more.

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feature
September 14, 2020

Downloading files: reimagined

With new documents downloading feature you can check the progress while working in other tabs without interrupting the download.

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