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Effective deal room services are essential to a smoother process and better outcomes during M&A transactions due diligence, other projects-related activities. Virtual data rooms offer convenience and remote access making travel less costly and facilitating collaboration. The array of dedicated document management tools as well as collaboration tools and reports in VDRs make it easy to personalize the platform and track the level of engagement and activity.

The ability to create an individual folder structure that is based on the needs of the transaction simplifies organizational processes, while the availability of a powerful search engine makes it possible to perform accurate and efficient information discovery. Metadata allows teams to include more information about documents such as the authors, dates and keywords. This enables users to easily find relevant content, while safeguarding sensitive information from unauthorized parties. In addition, using watermarking makes it clear that documents are private and deters distribution to unauthorised readers.

Successful business decisions are based on informed decision-making. Collecting feedback and insight from users who have participated in previous deals – referred to as dealroom reviews – can help companies recognize risks and opportunities and gain support for their decisions, and benchmark performance.

CPQ and DealRoom integration allows to provide professional quotes in a dynamic setting that includes real-time pricing, information about the product, and sales collateral, resulting in an effortless customer experience. Integration eliminates manual processes that can slow down sales processes. For example copying and pasting information from a quotation into a template document. Additionally, synchronization of data using CRM allows sales teams to manage opportunities directly from their CRM, and avoid having to manually update their database. This increases sales team efficiency and improves the click here to investigate accuracy of data in both CPQ and DealRoom.