Deal rooms
Keep every buyer document and question in one place.
One room per deal: your proposal and sales documents, a buyer FAQ answered only from what you approve, and a clear view of who read what.
Free to build. Your 7-day trial starts when you send.
01 · The short answer
Can I see who opened my proposal?
Yes. On a sent proposal, Accord shows opens, return visits and time on each section. In a deal room you see every visit, with the visitor's email when they gave or verified one, return visits, time on each document and page, and downloads. Time counts only while the page is open and visible.
02 · How it works
What goes in, what Accord does, what you get
Add the deal's documents
Upload PDFs (slides exported as PDF included), Word (.docx) files and PNG, JPG or WebP images, up to 20 documents of 20 MB each. Link the deal's proposal, and mark the documents Accord may answer from.
Accord drafts the buyer FAQ
Only from approved documents and the sent proposal, with the document and page cited on every answer. You review and publish each entry.
Share the room and follow up
Send a link per visitor or an open link. See who read what, answer the questions waiting for you, and act on suggested next steps.
03 · An example
One room, one deal
A made-up studio and client, continuing the sample proposal on the home page.
Deal room · Website rebuild for Harbor Physical Therapy · Northfield Studio
Documents
- Proposal P-0142, version 2 · Sent Oct 16 · linked proposalUsed for answers
- Clinic website case study.pdf · 6 pagesApproved for answers
- Capabilities deck.pdf · 14 pagesApproved for answers
- Hosting options.docx · 3 sectionsNot approved
Buyer FAQ
- Is ongoing hosting included?No. Ongoing hosting isn't included in this proposal.Source: Proposal P-0142 v2, Not includedPublished
- Can the clinic pages go live first?Needs an answer
Who read what
| Visitor | Visits | Time (tab visible) | Most viewed |
|---|---|---|---|
| Lena Ortiz (verified email) | 3 visits | 14 min | Proposal, pricing: viewed 3 times |
| Tom (verified email) | 1 visit | 6 min | Case study, pages 2 to 4 |
| Open link, no email given | 1 visit | 2 min | Capabilities deck, page 1 |
SuggestionLena viewed pricing 3 times. Send the deposit link.
Sample data
04 · What it does
What a deal room does
One room per deal.
Upload PDFs (slides exported as PDF included), Word (.docx) files and PNG, JPG or WebP images, up to 20 documents of 20 MB each, and link the deal's Accord proposal: its latest sent version shows in the room.
A buyer FAQ from what you approve.
Mark each document approved for answers. Accord drafts a buyer FAQ only from approved documents and the sent proposal, and every answer cites the document and page (for a Word file, the section; for the proposal, its section). You review and publish each entry, and nothing reaches the buyer unpublished.
What the documents can't answer.
Questions your documents don't cover are listed for you under Needs an answer, so you can write the answer yourself.
Links you control.
Give each visitor their own link, with their email confirmed by a 6-digit code, or use an open link for anyone who has it, with or without asking for an email first. Add an expiry date or a password, switch downloads on or off per link, and revoke any link at any time.
Watermarked downloads.
Downloaded PDFs and images carry the viewer's email and the date. Word files can't carry a watermark, so they are view-only while watermarking is on.
Kept private.
Room pages are kept out of search engines and don't pass the room link to other sites in the Referer header. Link tokens are stored hashed.
Who read what.
Who opened the room (their email, when known), each visit and return visit, time on each document and page, counted only while the tab is visible, and downloads. It's recorded on our server from a lightweight page-view beacon, and only what's measured is shown.
Buyer questions, answered with a source.
Your buyer can ask in the room. Answers come only from approved content, with the citation. Otherwise the reply is "I'll ask the team", and the question goes to your unanswered list with an email to you. AI-written answers count toward your plan's client-assistant answers; without the AI, the room quotes the matching passage from an approved document.
Suggested next steps.
Accord suggests what to do next from the room's activity, such as "Jane (CFO) viewed pricing 3 times; send the deposit link." Each one is labeled as a suggestion, and you decide.
Rooms per plan.
5 open rooms on Solo, 20 on Business, 60 on Team and 2 on the lifetime license. Archived rooms don't count. Before you choose a plan you can prepare 1 room; sharing it needs a plan, and the free trial counts.
05 · FAQ
Questions before you start
What can I put in a deal room?
PDFs (slides exported as PDF included), Word (.docx) files and PNG, JPG or WebP images, up to 20 documents of 20 MB each, plus the deal's Accord proposal. The room shows the proposal's latest sent version.
Will the AI make up answers for my buyer?
No. Answers come only from documents you've approved for answers and the sent proposal, each citing the document and page. You publish every FAQ entry yourself. If the documents don't cover a question, the buyer is told you'll be asked, and the question comes to you by email.
How do I control who sees the room?
Give each visitor their own link, confirmed with a 6-digit code sent to their email, or use an open link with or without asking for an email. Add an expiry date or a password, turn downloads on or off per link, and revoke any link at any time.
How many deal rooms do I get?
5 open rooms on Solo, 20 on Business, 60 on Team and 2 on the lifetime license. Archived rooms don't count. Before you choose a plan you can prepare 1 room; sharing it needs a plan, and the free trial counts.
Enter your email on the next page and we'll send you a sign-in link.