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The deal room for enterprise sales

One plan both companies run until the contract is signed.

Build the mutual action plan with your buyer on the first call. Every team sees its part, every step has an owner and an accepted date, and Alex keeps everyone on pace in WhatsApp or Slack.

Northwind × Acme

Build together

Shared view

Phases, back from the signature date

Target Fri, Dec 18
NDA
Discovery
Validation
Security
Legal
Procurement
Finance
Signature
OctNovDec
+Security questionnaire @Paulo nov 13
  • Answer the questionnaire · Lia · Fri, Nov 13
  • DPA redlines · Rafael · Thu, Nov 26

Everything the deal needs, in one link.

Shared view · nothing private shows
Send the security questionnaireWed, Nov 4
Share the security packThu, Nov 5
+Answer the questionnaire @Lia nov 13

The plan, built together

Share your screen and build the outcome, the people, the dates and the steps with the buyer in one call. Nothing private shows while you share.

Security and privacy review

Usually 10 to 20 business days

Done when

  • Questionnaire answered
  • Security pack reviewed
  • Findings have owners and dates
  • Approval recorded by the buyer

Every phase explains itself

Goal, what to expect, what done looks like and what to deliver, for every phase and every step.

DPA redlinesRafael accepted Thu, Nov 26
Vendor registrationBia proposed Wed, Dec 2

Reason: waiting for the tax ID from the head office.

One owner, one accepted date

Owners accept their dates or propose another with a reason. Every change is visible to both sides.

Done: security review. Thanks, Paulo. Next up is Rafael: DPA redlines, due Thu, Nov 26.

WhatsAppSlackEmail

Alex does the follow-up

Reminders before each date, the next turn when a step is done and a rundown every Friday, in the deal's group chat.

Which NDA should we use?

Northwind's NDA

Acme's NDA

Mutual template

v2 approved by both sides · SHA-256 9a7e3c41

NDA and signature built in

The buyer picks the NDA path on the first screen, both sides approve the same version, and every signature records its evidence under Brazilian law.

TargetFri, Dec 18
targetforecast

Forecast Wed, Dec 23, 3 business days after the target.

Moves the date: DPA redlines, 2 days late.

A forecast you can defend

Paceline compares the target with a forecast built from the open steps, so a slip shows up the day it happens.

What each person sees

One room, a view for each reader.

Every room with its health, its forecast and who holds the next move.

See every team

Northwind × Acme

Platform license

Target

Fri, Dec 18

Forecast

Fri, Dec 18

On track

Waiting on Acme legal · Rafael · 1 business day

Next steps

  • DPA redlinesRafaelThu, Nov 26
  • Vendor registrationBiaFri, Nov 27
  • Budget approvalCarlaFri, Dec 4

Documents

  • NDAv2Signed
  • Master agreementv3In review
  • DPAv2In review

Security review

  • Questionnaire answered
  • Security pack shared
  • 2 findings · Paulo · Thu, Nov 19

Vendor registration

  • CNPJ card
  • Tax clearance certificates
  • Bank details

Purchase order · Wed, Dec 9

Business case

Onboarding in 3 days instead of 12, before the January hiring peak.

Cost of delay R$ 100 thousand per monthCommittee Tue, Dec 1

Decision needed

Approve the budget · Carla Mendes

By Fri, Dec 4

The cost of one month

R$ 100 thousand

Every month a R$ 1.2 million a year contract waits for signature moves R$ 100 thousand out of this year's revenue.

R$ 1.2 million divided by 12 months.

What would your forecast look like if every deal signed on the date both sides agreed?