Using deal templates | DealCentre AI

Applies to: Entity administrators and group administrators

This article explains how to create, save, edit, and use deal templates in DealCentre AI.

Deal templates allow entity administrators and group administrators reuse saved templates from past deals. Templates can include folder structures, document request lists, deal marketing phases, and various deal settings.

This speeds up new deal setup and keeps everything consistent across deals.

Deal templates

Deal templates clone specific deal elements:

1. Preparation folder structure (folders only, not documents)
2. Document request list (empty requests tied to folders, assignees must be updated)
3. Deal marketing phase names
4. Deal settings: Access Agreements, Watermarking Preferences, AI Settings, AI Redaction System Settings, Dynamic Index, and Buyer Category Display.

Note: Templates do not clone actual documents or assignees. Folder structures are clones but remain empty.

Deal template permissions

Deal template permissions

Template visibility is controlled by Entity and Group administrators.

Permission levels:

1. Entity administrators: They can save templates and share with the entire entity. Can view and edit all templates.
2. Group administrators: They can only save templates for their own group. They cannot share with other groups.
3. Deal administrators: If they are also entity administrators, they can share templates. If they are only deal administrators without entity or group administrator roles, they cannot save templates.

How to access deal templates

1. Click the entity Settings icon on the left side of the screen.
2. Select Deal Templates. All the templates available to you appear in a list.

How to save and configure deal templates

You can save templates from four locations: the deals list right panel, the deals Overview page, the Documents tab in the Preparation area, or the Document Requests tab in the Preparation area.

Save a template from deals list right panel

1. From your deals list, click the row of the deal (not the deal name).
2. In the right panel, click the three dots menu.
3. Select Save As Template.

Save a template from deals Overview page

1. From your deals list, click the name of the deal.
2. In the Manage Your Deal section, select Save As Template.

Save a template from Documents tab in Preparation area

1. From your deals list, click the name of the deal.
2. Click Preparation.
3. Click the three dots menu placed before the Upload button.
4. select Save As Template.

Save a template from Documents Requests in Preparation area

1. From your deals list, click the name of the deal.
2. Click Preparation.
3. Click Document Requests.
4. Click the three dots menu placed before the Export button.
5. select Save As Template.

Configure the template

After saving a template, follow these steps to configure the template.

In the Save As Template dialog box:

1. Enter a template name in the Template Name field.
2. Select Entity or Groups in the Available To field.
   1. If you select Entity, the template is available for the entire entity.
   2. If you select Group, the template is available to the selected groups.
3. Select a deal type from the dropdown menu. 
4. (Optional.) Select industry and subsector.
5. (Optional.) Provide a description.
6. From the Include in Template section, select the check boxes for attributes to include in the template. You can select preparation folder structure, document request list, deal marketing phases, and deal settings.
7. Click Save As Template.

You can create multiple templates from the same deal. Delete sections and save multiple versions as needed. 

You can use a template when creating new deals. For more information, see the section "Create a deal using deal templates" in the Creating and managing deals article.

How to manage deal templates

Edit a template

Entity administrators and group administrators can view all templates available to them using the entity Settings. You can edit the template name or change which groups can access it. You can view and change the attributes for the template as needed.

1. Click the DealCentre AI icon in the upper left corner of the screen to display the deals list.
2. Click the Settings icon on the left side of the screen.
3. Select Deal Templates. All the templates available to you appear in a list.
4. Click the Edit icon in the Actions column.
5. (Optional.) Edit the Template Name field.
6. (Optional.) You can edit the Available To field.
   1. If you select Entity, the template is available for the entire entity.
   2. If you select Group, the template is available to the selected groups.
7. In the Include in Template section, select the check boxes for attributes to make changes in the template. You can select attributes from the preparation folder structure, document request list, deal marketing phases, and deal settings.
8. Click Save Template.

Note:

• You cannot change the contents of the folder structure in an area in edit mode. For example, to update folders in the Preparation area or Deal Marketing phases, save a new template.
• Edits apply only to future deals and not existing deals created from the template.

Delete a template

1. Click the entity Settings icon on the left side of the screen.
2. Select Deal Templates. 
3. Click the Delete icon in the Actions column
4. Click Delete to confirm.

Note: Deleting a template does not affect existing deals. You can use delete to clean up unused templates.