Deal rooms
For anyone on your team who sends quotes, collects signatures and gets paid in BlueHill. Start here, then follow the guides in order or jump to the one you need.
BlueHill Deal Rooms: user guideWhat a deal room is A deal room is the workspace for one deal with one customer. It holds the quote (line items, discounts, sales tax and payment terms), the documents the customer reads or signs, the pay link the customer uses to accept and pay, and every invoice, payment and r…5 min readThe Deal rooms page at a glanceOpen the Deal rooms page 1. In the top navigation, open CRM and choose Deal Rooms. 2. The page lists every active deal room you have access to, with the most recently active rooms first. The header From left to right, the header holds: - The page title and breadcrumb (Home › Dea…5 min readFind, filter and organize deal roomsSearch Type in the Search box above the table to narrow the list by room name, quote reference or customer. The list updates as you type. Filters Click Filters to open the panel. Filters are grouped in three sections and combine with each other. Deal | Filter | Options | |---|--…5 min readCreate a deal roomBefore you start Decide two things: - Who is the deal for? A room can be linked to a customer or a prospect. Quotes, invoices and payments in the room are billed to that record, and the room appears on its Deal Room tab. You can create the room without one and link it later, but…4 min readWork inside a deal roomOpen a deal room - From CRM → Deal Rooms, click a row, or choose Open from its ⋯ menu. - From a customer record, open the Deal Room tab and click Open deal room on a card. - From a support ticket, click the room's name in the Deal rooms card of the side panel. The header From le…6 min readBuild the quoteThe Quote card The card header shows Quote and a version chip such as v2 once the quote has been sent. Under it, a line tells you where the quote stands: Line items pull from your Plans catalog or can be added free-form on a new quote, Version 2 · edited Oct 14 after edits, or L…6 min readPayment terms and scheduleThe Payment terms card The card sits under the quote. Its left side holds the settings rows; its right side previews the payment schedule those settings produce. Changes are saved with Save changes in the header, except the reminder days, which save as soon as you leave the fiel…4 min readDocuments and signatureThe Documents & signature card The card sits under the payment terms. Every file attached here is visible to the customer on the pay link, where they can download it and, when required, sign it. The empty card reads No documents yet — attach an MSA or statement of work. Attach a…3 min readSend the quote and share the pay linkBefore you send Check four things: - A customer is linked and has an email address (or a Billing contact is chosen). A quote cannot be sent without one. - The quote has its lines, discounts and memo, and the payment terms are set. - Any documents the customer must read or sign a…6 min readWhat the customer seesThe pay page The customer opens the pay link from the quote email or from a link you pasted. No sign-in is needed. The page header carries your logo (or the initial of your provider name, set under Customer emails in settings) and shows Q-2026-003 for Customer name, the deal's s…6 min readInvoices and paymentsHow invoices are created Invoices arrive in three ways, and every one has a reference such as INV-0042 from a single running sequence for your organization: | Source | When | What is issued | |---|---|---| | The accepted quote | The customer accepts, or you mark the quote accept…7 min readSettings and sales groupsOpen Deal room settings Open CRM → Settings, or click Settings on the Deal rooms page, or the gear icon in a room's Share & payment card. The page has two tabs, Organization and Sales groups. Anyone who can view deal rooms can read the settings; only admins can save them. Pay li…6 min readFAQ and troubleshootingI cannot find a deal room Check these in order on CRM → Deal Rooms: 1. Archived. Archived rooms only appear when the toggle is on. 2. Filters. Click the × next to them to clear everything, including the search box. The page shows No deal rooms yet when filters match nothing. 3.…4 min read