New Platform Update: 2024-07-19
🌟 New Releases Remove Users from the People Tab: Now you can completely delete contact and user records from the People tab that are no longer needed. This update helps keep your user database clean and organized, ensuring that only relevant and active contacts are maintained. (https://storage.crisp.FeaturedNew Platform Update: 2024-09-20
🌟 New Releases 1. NEW Feature Alert: DealRoom's AI Analysis. We’re thrilled to announce the release of DealRoom's AI Analysis—a cutting-edge tool designed to supercharge your document management and analysis. This feature leverages advanced AI capabilities to instantly generate key insights from your documents, helping you streamline diligence, flag potential risks, and speed up decision-making.Few readersNew Platform Update: 2024-11-22
l🚀 November 22nd, 2024 - DealRoom Product Updates 🚀 🌟 New Releases Improved Request List Import UI: We’ve improved the interface for importing request lists, making the process more intuitive and seamless. The new design ensures a smoother experience, so you can efficiently import requests without hassle. Enhanced Data Room Upload Notifications:: You now have more control over nFew readersNew Platform Update: 2024-06-07
🌟 New Releases Findings Custom Fields: Now you can track additional information on Findings with custom fields! Whether you want to label the different departments affected, specify a dollar cost, or highlight the relevant phase of integration, there is no limit to quantity of fields you can keep track of. Along with the ability to now export Findings, this will add increased flexibility and visibility into workflows. (https://sFew readersNew Platform Update: 2024-05-31
At DealRoom, we are committed to continuous improvement and innovation. Our goal is to enhance our platform to better meet your needs. We're thrilled to announce our latest updates, designed to streamline your workflow and elevate your DealRoom experience. 🚀✨ 🌟 New Releases New Feature Alert - Synergies (Beta): Introducing our Synergies feature! This allows you to track and manage financial benefits from M&A, such as cost reductionsFew readersNew Platform Update: 2024-04-26
At DealRoom, innovation never stops. We're constantly striving to enhance our platform to better serve you. With the release of these latest updates, we're excited to introduce improvements that aim to streamline your workflow and elevate your DealRoom experience. 📈 🌟 New Releases New granular request permissions - Start Dates and Due Dates: 📅 Admins rejoice! Now, you have full control over who can edit the start and due datesFew readersNew Platform Update: 2024-03-08
New Releases Findings in the Your Work tab - Along with Requests and Deal tasks assigned to you, you can now find Findings in the Your Work tab too. This keeps everything in one easy, accessible place. Findings filters are updated - Now you can filter by specific role of assignee, follower, or owner. (hFew readersNew Platform Update: 2024-02-22
🎉 Introducing Request Custom Fields! 🎉 We're thrilled to unveil our latest feature: Request Custom Fields! Now, take control of your data like never before by incorporating customized fields into your requests. Alongside the existing array of fields within DealRoom—Priority, Status, Assignee, Due Date, Labels, and more—you now have the power to add fields that align perfectly with your tracking needs. Say goodbye to the risk of losiFew readersNew Platform Update: 2024-01-04
New Feature: Findings! - Empower M&A teams with a tool to efficiently manage identified risks and issues, fostering collaboration, and enabling timely decisions for more successful deals. Now you can: Identify and track any possible risks or issues that may occur during the diligence or integration process Work on developing a mitigation plan of how to avoid risks so they do not become issues New fields for Risks: description,Few readersNew Platform Update: 2023-12-15
Revamped Requests Modal UI: Say hello to a sleeker, more powerful Requests Modal UI! We've overhauled the interface to provide you with advanced functionalities, including: Seamless movement of requests across categories with the intuitive search bar. On-the-fly creation of new subcategories without navigating away. Text customization options such as bold, italicize, and highlighting directly in the description. Other UI designFew readersNew Platform Update: 2023-09-15
Stay up to date with our latest product enhancements and improvements. In this release, we've introduced several exciting updates to enhance your DealRoom experience. New Feature: Enhanced Request Permissions! - We've extended our request permission settings to provide you with even more control over your workflow. Administrators can now fine-tune permissions by deciding which groups can create or delete requests and categories. ThiFew readersNew Platform Update: 2023-09-01
Improved Pipeline Permissions V.2 - We are thrilled to introduce a significant upgrade to our pipeline permission system. Now you'll have the ability to finely tune permissions based on customizable deal criteria. These deal criteria that you customize (i.e. phase, status, deal type, country code, industry, etc.) are defined in Settings under Custom Fields and Phases. This upgrade eliminates the need to grant blanket access to the entFew readersNew Platform Update: 2023-08-09
New Feature Release: Dynamic Due Dates! - Revolutionize your planning process with our latest feature release. With a simple click, automate your timelines based on milestone changes, effortlessly set dynamic dates individually or in bulk, and stay agile and adaptable as your project evolves. Say goodbye to manual calculations and adjustments! Learn more by checking out this article - How do I use dynamic start and due dates? (/en/articSome readersNew Platform Update: 2023-07-07
Upload larger files - You can now upload files up to 50MB to your deals, an increase from the previous limit of 21MB. This allows you to seamlessly share larger documents and data within your deals. New GANTT Chart Feature is available! A New, Improved Timeline View 🌟 - We are thrilled to announce the launch of our enhanced Gantt Chart feature, offering an intuitive and visual timeline for effective task coordination, planning, anFew readersNew Platform Update: 2023-06-09
New Deal Pop-Up Dialog is added. You now have the option to fill in important deal details right away. Room setup is optional in a separate tab. Room creation is optional Renaming Deal Cards: You can now rename deal cards from the pipeline by clicking on the titlFew readersNew Platform Update: 2023-04-28
April 28th, 2023 Now it is able to create deals without rooms. And you can create the room afterwards by clicking on the deal card and choosing "create a room": Pipeline is optimized for large number of deals (~1000) with large number of custom fields (~80). Old pipeline permissions screen is replacedFew readersNew Platform Update: 2023-04-19
April 19th, 2023 Now you can edit all fields in deal details at once. Open the deal card -click on "Edit all". Remember to save changes before exiting the edit interface. Task labels length is increased to 20 characters.Few readersNew Platform Update: 2023-04-13
April 13, 2023: Now there is an option to add colors to custom fields of select types in Pipeline Now it's possible to filter by Assignee / Reviewer in one click in New requests UI. It will reflect and update the table right after selecting a user. You can now sort in Data Room by related requests + addFew readersNew Platform Update: 2023-03-29
March 29th, 2023: Storage overuse notification We show an in-app notification if storage is close to the limit on a sub-on plan or exceeding the limit. It's possible to turn off this notification on an org level by clicking "Remind later" and choose when to remind. All org admins will see this notification. Feature is released for DR and FR. Fixed old legacy reporting Removed the rest of thFew readers