Release highlights
New release
Optimize your M&A Due Diligence Process with AI-Powered Document Analysis
New beta document scanning co-pilot, accompanied by a library of prompt templates that can be created, saved, and shared across an organization, is built seamlessly into the DealRoom M&A Optimization platform, enabling users to embrace AI to analyze and extract key information from documents.
General
New release
Optimize your M&A Due Diligence Process with AI-Powered Document Analysis
New beta document scanning co-pilot, accompanied by a library of prompt templates that can be created, saved, and shared across an organization, is built seamlessly into the DealRoom M&A Optimization platform, enabling users to embrace AI to analyze and extract key information from documents.
General
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New release
Unlocking Granular Customization in Your Integration Process with Request Custom Fields
Request Custom Fields enhances the integration process by empowering integration teams to seamlessly translate their integration plans from custom playbooks that were built specifically to meet their unique business needs.
Integration
New release
Unlocking Granular Customization in Your Integration Process with Request Custom Fields
Request Custom Fields enhances the integration process by empowering integration teams to seamlessly translate their integration plans from custom playbooks that were built specifically to meet their unique business needs.
Integration
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Feature Upgrade
Improved Pipeline Permissions: The Ultimate Control Center for Your Deal Pipeline
The upgraded pipeline permissions allow you to set criteria-based access to your deals for different departments, managers, leadership teams or other stakeholders, automating the permission allocation process and ensuring that only the right eyes see sensitive information.
Pipeline
Feature Upgrade
Improved Pipeline Permissions: The Ultimate Control Center for Your Deal Pipeline
The upgraded pipeline permissions allow you to set criteria-based access to your deals for different departments, managers, leadership teams or other stakeholders, automating the permission allocation process and ensuring that only the right eyes see sensitive information.
Pipeline
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All Updates & Releases
Search by Metadata Field Values in the Pipeline Tab
Quickly find information from the pipeline tab using the metadata field value search.
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All Plans
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Pipeline
Leave Notes for Contacts
Users can add notes and comments to contact cards.
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All Plans
General
View Room Storage Usage
Pipeline admins can see storage usage in their rooms.
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All Plans
Pipeline
BI Reporting - Filters
Utilize the BI reporting filter feature to see and compare all your deals.
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All Plans
Integration
BI Reporting - Adding and Editing a Tile
To create a new report, add a "tile". Users can pick which filters, visualization (different report display options), and data they wish to include in the report.
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All Plans
Integration
