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Digital sales rooms

A digital sales room: one link for the whole deal

By Ramy Khuffash · Last updated

What is a digital sales room?

A digital sales room (or deal room) is one link that holds everything a buyer needs: your deck, case studies, pricing, security documents and a walkthrough video. Instead of a thread of attachments, the buying group opens one branded page, and you see who opened which document, for how long, and when to follow up.

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How to set up a sales room in Linkjar

  1. 1Upload the documents for the deal: deck, pricing sheet, case studies, a short video.
  2. 2Create a room, add the documents in the order you want them read, and give it a title and a short note.
  3. 3Turn on the email gate (optionally only for the buyer's company domain) and set an expiry date if the pricing is time-limited.
  4. 4Send the room link. Each person who opens it shows up by name in every document's analytics.

Ways to share a deal, compared

Linkjar roomEmail with attachmentsShared Drive or Dropbox folderDedicated sales room tools
One link for every document ✓–✓✓
Opens without an account or sign-in ✓✓Often asks✓
See who in the buying group opened what ✓––✓
Alert when someone opens it ✓––✓
Update a document without resending ✓–✓✓
Email gate, allowed domains and expiry ✓–Limited✓
Mutual action plans and CRM-driven workflows –––✓
Free to start Free plan; rooms on Pro✓✓Varies

What goes in a digital sales room

Whatever the buyer would otherwise ask you to email over:
  • The sales deck and a one-page summary
  • Pricing or a quote, kept current
  • Case studies from similar customers
  • Security and compliance documents for IT and procurement
  • A two-minute walkthrough video
  • An order form as a fillable PDF they can complete and sign (form submissions and e-signatures are on paid plans)

An example room

Here is what a room for a mid-size deal might look like. The names are only an example.
  1. Acme + Globex: rollout plan (deck, 14 pages)
  2. Pricing for 50 seats (one-pager)
  3. How Initech cut onboarding time (case study)
  4. Security overview (PDF for the IT review)
  5. Product walkthrough (video, 3 minutes)
Your champion forwards the room link to their CFO and IT lead. Each of them enters their work email once, and you see that IT read the security overview and the CFO spent four minutes on pricing.

See who in the buying group opened what

Deals stall when you only hear from one person. With the email gate on, everyone who opens the room is named, and their reading is recorded document by document: who opened the pricing, who watched the video, and who forwarded it on. Alerts arrive by email, push or Slack, and can be added to HubSpot.

Keep it current and private

Replace a document and the room shows the new version straight away. Limit the room to the buyer's email domain, set an expiry date for a time-limited offer, keep downloads off, and switch the room off if the deal goes away. For confidential material, see data rooms for fundraising and dynamic watermarks.

How it compares with dedicated sales room tools

Tools built only for sales rooms add mutual action plans, stakeholder maps and deep CRM workflows, and are priced for sales teams with that process. Linkjar rooms are the simple version: a branded page of documents with per-person tracking, included with the same plan you use to send single documents. If your team just needs one link per deal and to know who read what, that is usually enough.

Questions

What's the difference between a deal room and a data room?
They work the same way: several documents behind one link with access control. A deal room (or sales room) is for winning a deal, so it's about engagement and follow-up. A data room is usually for due diligence in fundraising or M&A, where access control and an audit trail matter most.
Do buyers need an account?
No. They open the link in any browser. With the email gate on they type their work email once.
Can I limit a room to one company?
Yes. List the domains you accept, like globex.com, and only those email addresses can open it.
Which plan includes rooms?
Rooms are on Pro and Business. Single tracked links, personal links and open alerts are free.
Can I reuse a room for the next deal?
Make a new room per deal so each buyer's activity stays separate. Documents can sit in several rooms at once.
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Last updated 21 October 2026