AI Deal Insights
What is AI Deal Insights?
AI Deal Insights gives you a clear, structured overview of a deal so you can quickly understand what matters — without digging through documents, messages, or pages in the room.
It’s designed to help you review, evaluate, and explain the deal with confidence.
What you can do with AI Deal Insights
Get a concise summary of the vendor and the deal context
See key risks, gaps, and open questions highlighted
Review suggested next steps as the deal evolves
The insights update as new information is added to the room.
How it works
AI Deal Insights analyzes the content already available in the deal room, such as shared materials and updates, and organizes it into a structured view.
No additional setup is required.
Who can see AI Deal Insights?
AI Deal Insights are visible only to buyers using the Buying Hub.
Vendors cannot see how you use or interpret the insights.
When should I use it?
When you want a quick refresher before a meeting
When looping in a teammate or executive
When checking whether anything important is missing before deciding
Private Notes
What are Private Notes?
Private Notes give you a dedicated space to capture your thoughts while reviewing a deal.
They’re designed for personal takeaways, concerns, and observations that you’re not ready to share yet.
What you can do with Private Notes
Write and edit notes as you review the deal
Keep your thoughts organized in one place
Revisit and refine notes over time
Privacy and visibility
Private Notes are visible only to you.
They are not shared with:
Vendors
Other buyers
Teammates you invite to the Buying Hub
How to use Private Notes effectively
Common uses include:
Capturing initial impressions
Writing down risks or objections
Drafting talking points for internal discussions
When should I use it?
Any time you want to think through the deal without external pressure or noise.
Private Tasks
What are Private Tasks?
Private Tasks let you track everything you need to do to evaluate a deal — in one place.
They act as a personal checklist to help you stay organized as the deal progresses.
What you can do with Private Tasks
Create and manage your own evaluation to-dos
Track follow-ups, reviews, and internal steps
Mark items complete as you go
Privacy and visibility
Private Tasks are visible only to you.
They are not shared with vendors or other buyers.
How to use Private Tasks
Typical tasks might include:
Review security documentation
Get internal approval
Follow up on unanswered questions
When should I use it?
When you want to make sure nothing important is missed before making a decision.
Send a Request
What is Send a Request?
Send a Request lets you ask the vendor focused questions or request specific documents directly from the deal room.
It keeps requests tied to the deal context, without relying on email threads.
What you can do with Send a Request
Ask specific questions
Request documents or clarifications
Keep requests and responses organized in one place
How responses work
Vendor responses appear directly in the deal room comments, so everything stays connected to the deal.
Best practices
Be specific about what you need
Group related questions together
Use requests to clarify gaps before making a decision
When should I use it?
When something is missing, unclear, or blocking your evaluation.
Buying Team
What is the Buying Team?
Buying Team helps you bring internal stakeholders into the evaluation process so you can align before making a decision.
It’s designed to reduce back-and-forth and keep everyone on the same page.
What you can do with the Buying Team
Invite teammates to review the deal
Collect feedback from multiple stakeholders
Build alignment in one shared workspace
How collaboration works
Invited teammates can access the Buying Hub to review deal context and provide input.
Your private notes and tasks remain private.
Who should I invite?
Common invitees include:
Decision-makers
Technical reviewers
Legal or procurement partners
When should I use it?
When you need shared understanding and alignment before moving forward with the vendor.