Overview
The client deal room is a private, tokenized page that a buyer can open without a SalesHive login. It presents the vendor and company context, optional progress, rep, and resource panels, a customized welcome and buyer-facing sections, and the agreement when enabled. The buyer can complete the e-signature flow in the room and download the signed PDF afterward.
How to use this page
Open the private room link
Open the unique deal room URL shared by the SalesHive team. The page is token-gated, so no SalesHive login is required. An invalid or unknown token shows a link-not-valid message.
Review the room context and progress
The header identifies the vendor and labels the page Deal Room. The main heading shows the company or deal name, with Prepared for the contact when one is available. If enabled by the room builder, the left column shows the pipeline progress timeline with completed and current stages.
Read the welcome and custom sections
The welcome card appears when the room has a headline or message. Below it, visible custom sections appear in the order chosen by the room owner. Text sections provide context, while call-to-action sections can include a button that opens a safe site-relative or external link.
Use the rep and resource panels
When enabled and populated, the left column shows the assigned sales rep with an email link and shared resource links. The room owner can hide these panels or leave them empty, so their absence does not mean the link is broken.
Review and sign the agreement
When Agreement and signing is enabled, review the agreement card, enter your full name, optionally enter an email, draw your signature, and accept the e-signature consent. Click Sign & accept to submit. Full name, drawn signature, and consent are required. Use Clear if you need to redraw before submitting.
Download the signed document
After signing, the agreement card shows the signer and timestamp. Click Download signed PDF when the link is available to retrieve the executed document. A signed room keeps the agreement visible even if the owner later changes the unsigned-room visibility setting.
What the buttons do
- Progress timeline
- Shows the room's pipeline stages and marks completed and current milestones when the owner has enabled it.
- Your rep email
- Opens an email to the assigned sales rep when the rep panel is enabled and a rep is assigned.
- Resource links
- Opens the shared resources selected for this deal room in a new tab.
- Custom call-to-action
- Opens the destination configured for a visible call-to-action section.
- Clear
- Erases the signature canvas so you can draw the signature again.
- Sign & accept
- Submits the required full name, drawn signature, optional email, and e-signature consent.
- Download signed PDF
- Downloads the executed agreement after signing when a signed PDF is available.