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

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.

Ready to get ahead of the competition?