A way in per person
Each person at the customer signs in with a link to their email, valid for 30 minutes. Someone given the room's address by a colleague signs in with their own email and becomes a stakeholder of their own.
Part of the Offert & e-signering module Deal room
One link for the customer, instead of a mail thread.
When a job takes more than a quote — several decision-makers, drawings, questions back and forth — the deal gets a room of its own. Quote, documents, files from the customer and chat sit in one place, and you see who at the customer has been in. Part of the Pro tier.
What it is
What the customer sees, and what you see
A larger job seldom has a single recipient. A housing cooperative has a board; a property manager has a technician and a buyer. The room gathers what they need to say yes, and gives each of them a way in of their own.
The quote in the room
Quotes with priced lines are shown under Pricing, where the customer ticks any optional lines and accepts or declines. A yes sends whoever created the room an email and shows in the app at once.
Files in both directions
You add documents the customer downloads. The customer can upload files of their own — photos of the site, drawings, PDF and Office files, up to 45 MB each — which you fetch in the app.
Chat where the quote is
The customer and you write in the same thread. New messages reach you live in the app; the customer's page checks for new ones every eight seconds.
Who has been in
Per stakeholder: last activity, number of events and an engagement score from 0 to 100. For the room: time per section, the most clicked content, a timeline, and a funnel from shared, opened and viewed content to wrote a message and signed.
A shared action plan
Milestones and tasks with an owner and a due date. The customer sees the plan in the room and ticks off the tasks on their side; yours stay for you to tick. A milestone is marked done when all its tasks are.
Your logo and colour
The room shows your organisation's logo and primary colour, set once in settings, and the logo heads the emails your customers get. Text and buttons keep a readable contrast whatever the colour.
Video that plays in the room
YouTube and Vimeo links play in the room through their privacy-enhanced players, loaded only when the customer presses play, and so do direct https links to video files. A play is recorded with the room's other events.
Example
A room for a ventilation replacement
The customer opens the room from the link in their email. Under Pricing is the quote, with Accept and Decline; under Documents, what you have added; and at the bottom the chat and a box for uploading files.
You see the same room from the other side: who has opened it, what has been clicked, and which files the customer has uploaded.
Ventilation replacement, three stairwells
Q-00151Amount due
Replacement of air handling unit
86 250 kr
Documents
- Drawing, floors 1–3.pdf
- Unit data sheet.pdf
Upload files — photos, drawings, PDF
Chat
Could you do it in week 47?
Yes. We confirm the date once the quote is accepted.
How it runs
How you set up a room
- 01
Create the room
From the deal, blank or from a template. A template carries text, settings and content, but not the action plan, stakeholders or quotes.
- 02
Add the content
The quote with priced lines, documents, links and text. The content library holds what you reuse: data sheets, reference pictures, terms.
- 03
Add the customer's people
Name, email and role — decision-maker, technical contact or procurement, for example. Each gets an invitation with a sign-in link of their own.
- 04
Publish
Set a password and a last day if you want to. The customer signs in with a link sent to their email; the room's address alone is not enough, unless you turn the email requirement off yourself.
- 05
Follow the deal
You see the room being opened, new chat messages and accepted quotes live in the app. An email goes out when a quote is accepted.
Room or link
Not every job needs a room
A room does the most good when more than one person at the customer has to be involved: a board that has to decide, a property manager who needs drawings, a buyer who wants the terms. Each has a way in of their own, and the questions land in one thread instead of four inboxes.
For a smaller job with one recipient, a document sent to be read and signed is often enough, and that is in Start already: the customer gets a link, you see when it is opened, and the agreement is e-signed.
The room does not replace the phone. Nobody is emailed about new chat messages, so the chat works best when you already have the app open — or when the customer knows that is where the answer will come.
Tier and price
In the Pro tier
Deal rooms are part of Pro, 429 kr per user per month, together with priced lines, analytics and AI drafting. Prices are excluding VAT on an annual agreement, with no minimum number of users. The customer pays nothing and needs no account.
Add a second module and 15 per cent comes off the whole amount; with all three, 25 per cent. The module has a 14-day trial.
Example: two salespeople on Pro
- Pro, per user per month
- 429 kr
- Users
- 2
- Per month, excl. VAT
- 858 kr
Annual agreement. The same two on Väx: 758 kr. The 100 kr a month between them buys deal rooms, analytics and AI drafting.
Honest about the edges
What the room does not do
Better read here than found out in the middle of a deal.
Links on your own domain are built for Pro but not yet switched on. Until they are, links and rooms go out on Closepact's own address.
The branding covers the room and the emails, which carry your logo, but fonts and secondary colours can be saved and are not used.
The sign-in link is valid for 30 minutes and can be requested again by email — also by a removed stakeholder who has the room's address. To shut someone out for good, you close the room.
No email notification of chat messages, in either direction. The chat takes text only, not attachments.
E-signing does not happen in the room but on a separate signing page the recipient gets by email.
Documents in the room are downloaded, with no viewer and no time per page — a video uploaded as a document too. Video plays in the room only from a YouTube or Vimeo link or a direct https link to the file.
Common questions
Questions about deal rooms
The answers describe what is built today. If your question is missing, write to sales@closepact.com.
Does the customer need an account or an app?
No. The customer opens the room in a browser and signs in with a link sent to their email. The link is valid for 30 minutes and can be requested again while the room is open, and the room can have a password as well. If you turn the email requirement off, anyone with the address can see the room — we only recommend that for content that is not sensitive.
Do we see when the customer has opened the quote?
Yes. You see the room being opened, live in the app, and per stakeholder the last activity and an engagement score from 0 to 100. For the room you see time per section, the most clicked content and a timeline. There is no time per page for documents in the room, only for documents sent to be read or signed, where the server can rasterise the PDF.
Can the customer send us photos and drawings?
Yes. The room has a box for uploading files: photos in JPG, PNG, GIF or WebP, PDF, Word, Excel, PowerPoint, CSV and text, up to 45 MB per file. You fetch them in the app. It is often the quickest way to see a switchboard, an air handling unit or a floor plan before you price the job.
What happens if the customer forwards the link?
It depends on which link. The room's address leads to a sign-in where the colleague enters their own email and gets a link of their own — they then appear as a new stakeholder. A personal sign-in link forwarded within its 30 minutes, on the other hand, signs the recipient in as the original person. So ask the customer to share the room's address, not their email.
Can the customer sign the agreement in the room?
The quote is accepted in the room with one click, and the acceptance is logged. An agreement to be e-signed is sent for signing on a page of its own, and the recipient gets the link by email. The signing can be linked to the room so that it counts in the room's overview. E-signing is in every tier, with or without a room.
Also in this module
E-signingFour roles, order enforced on the server, a one-time code by email and a completion certificate. Every tier. No QES; BankID is built and being activated. Quote with priced lines (CPQ)Lines from your own product catalogue, discounts, VAT per line and optional lines. The customer accepts at the quote's own link, and the quote becomes a job or an invoice draft. From Väx. AI draftingBusiness cases and meeting summaries drafted from the deal. Pro tier only.
See it on your own work
Twenty minutes. We set up a quote of yours before the call.
This page describes one capability of the module. What is bought is the module — from 199 kr per user per month.