Shared assets
Proposal.pdf
Case study
Security pack
Book a demo call
calendly.com/demo
Product documentation
docs.acme.com
Share Material
Not only the best way to share all material, but also track every view and download.
Prevent
Deals
from Stalling
with a shared workspace
...including tasks, timelines, forms, and automated reminders that run the sales process for you.
One dealroom for the whole deal
Centralize materials, plans, and open questions in a single branded dealroom
acme-corp.dealroom.whitebook.app
Hello client team — welcome to your shared dealroom for the Acme Corp enterprise rollout. Everything you need to evaluate, align, and move forward is organized below.
Action plan
- Review proposal & pricing
- Share materials with legal & IT
- Confirm implementation timeline
- Schedule executive alignment call
Assets
- Proposal v3
- Enterprise case study
- Security & compliance pack
Useful links
- Book a call with your rep
- Product documentation
- ROI calculator
Welcome message
Greet the buying team and orient them to what lives inside the dealroom.
Action plan
A shared checklist with checkbox tasks—both sides see what's done and what's next.
Assets
Proposals, case studies, and security docs in one place—always the latest version.
Useful links
Quick access to demos, documentation, and booking links without leaving the room.
Stop scattering the deal across email threads, shared drives, and one-off links.
WhiteBook gives every opportunity a single branded dealroom where buyers find what they need, sellers keep content current, and nothing falls through the cracks.
Automate your sales process
A robust automation system that runs for every client, every project
Pre-due reminder
Notify the task owner
WHEN
2 days before the due date
Subject: Action required
Hello,
The following task of our mutual action planis approaching its deadline
Respond to the offer
Open
Best,
Our team
Your sales process, on autopilot.
The platform orchestrates the execution of whatever the process is designed to do.
No manual chasing, no missed steps.
Detailed analytics on all interactions
reveal hidden intent signals
Michael Chan, Head of Procurement | main concern: pricing
yesterday
Alex Lee, Procurement Director | main concern: integration process
today
Jane Doe, Head of Procurement
today
main interest : Integration process
- 16 minutes spent on the Integration page
- Downloaded the action plan
- Opened the link to the RACI matrix
Legal
- 2 minutes spent on the Legal page
- 30 seconds spent on the Pricing page
Pricing
Priya Raman, VP Operations | main concern: integration process
yesterday
Samir Patel, Head of Vendor Management | main concern: legal
today
Track every interaction your clients have with your materials: what they open, how long they spend, where they drop off, and what they complete.
Access the timeline of what attracts their attention.
Uncover if what they claim to be important is actually their main concern
Build once. Multiply infinitely.
Variables let you personalize every workspace from a single blueprint
Proposal for {{client}}
Welcome, {{client_contact}}
This is the shared space for the {{project_name}} project.
Proposal for Acme Corp
Welcome, Alice
This is the shared space for the Alpha project.
Proposal for Beta Inc
Welcome, Bob
This is the shared space for the Launch project.
Proposal for Gamma Ltd
Welcome, Carol
This is the shared space for the Renewal project.
One space to rule them all
Everything buyers and sellers need to evaluate, align, and close in a single shared dealroom.
Action plan
Share materials with legal
Finalise infosec requirements
Contract walkthrough
Schedule roll-out kickoff
Clear Plans
Milestones, tasks, and all stakeholders in one place. No login needed.
Reminder
Subject: Action required
Hello,
The following task is approaching its deadline:
Respond to the offer
OpenSent 2 days before due date
Automated Reminders
Workflow rules nudge owners before deadlines. No manual chasing required.
All dealrooms
Acme Corp rollout
OngoingBeta Inc renewal
OverdueGamma Ltd onboarding
FinalizedCentral Visibility
Engagement, progress, and risk surfaced in one dashboard for every deal.
Activity feed
Consulted a doc
Security pack
Jane Doe
Opened a link
ROI calculator
Alex Lee
Opened the workspace
First visit
Michael Chan
Tracking and Analytics
Improve your timing and visibility through detailed activity tracking of your whole buying center.
AI assistant
Meeting notes from Tuesday call…
Generate plan
- Review security questionnaire
- Schedule exec alignment
- Share updated proposal
Let AI Do the Work
Generate action plans, summarize meetings, and draft content in seconds.