Collaborative document and workflow management software to streamline your deals
Close more deals faster, with ProDeal. Replace email chains, conference calls, and data rooms with a lightning-fast document and workflow management platform. ProDeal adds security, organization, and visibility to your deals.
ONE SINGLE PANE OF GLASS
All the features you need to close deals in real-time
Gather
stakeholders
Create your deal room and invite everyone to the table with a click.
Manage your
checklists
Track tasks and documents with customizable checklists.
Distribute docs
securely
Upload, review, version, and save for easy retrieval later.
Reduce endless
email traffic
Replace messy email chains with secure, real-time messaging.
ProDeal Product Walkthrough
ProDeal Clients
Transact in Real-Time with a Modern Workflow
SIMPLE AND STRAIGHTFORWARD
Powerful Features You Master in Minutes
Set up a Deal Room in One Click
Create reusable checklists with assignable line items, due dates, and notes to keep everyone on the same page.
User and Access Management
Easily invite all parties to the deal and decide who sees what and when. Never worry about who is in the room with real time event and access logging.
Collaborate & Communicate
Discuss and share documents, assign deliverables, and set due dates. Keep the deal moving in real time without being slowed down by expensive conference calls.
Tracking & Reporting
Always have the answers for clients and managers. Assign items to individuals for review, track their work, and keep an eye on every detail as you approach closing.
