How do I use Customizable Content for Deal Rooms?

Quickly customize Google Docs, Slides, or Sheets for individual buyers—then add your version to a Deal Room to keep everything organized, track engagement, and move deals forward faster. It’s built for Viewer-level users (like sales reps or CSMs) and ensures the original content stays intact and centrally managed. Want to enable Customized content for Deal Rooms? Contact your Customer Success Manager or email support@spekit.co to get started.

How does customizing content work for Google Drive synced files?

Content customization in Spekit is designed for Viewer-level users—like sales reps, CSMs, and support teams—who need to customize documents on the fly, without changing the original file.

With a single click, you can generate your own editable copy of a Google Doc, Sheet, or Slide from a Spek. Then, with the Spekit Chrome Extension, you can add your customized version directly to a Deal Room—so everything stays in one place and your team can track what’s being shared and viewed.

What You Can Do with Customized Content

• Customize Instantly: Generate your own editable copy of a file with a single click, eliminating the need to request permissions or duplicate work.
• Share Seamlessly: Add your customized files directly to Deal Rooms from your Google or Microsoft apps to keep your content and the buyer experience centralized.
• Track What Matters: See which customized files are being used and viewed in Deal Rooms to better understand what's resonating with buyers.
• Maintain Governance: Your edits never change the original file, which remains managed and controlled by your team admins.

Common Use Cases:

• Sales decks and proposals
• One-pagers and case studies
• Customer-facing worksheets

Supported File Types:

• Google Docs, Slides, and Sheets
• Microsoft Word, PowerPoint, and Excel

How to Customize Content

✅ User Requirements:

• Spekit Chrome Extension installed
• Google account connected via OAuth
• Viewer access to the original Google Drive file with download and copy permissions enabled (in Google Drive)

⚙️ Admin Setup:

In Spekit, enable customization for the Spek:

• Open the piece of content, and click Edit.
• Turn on Allow External Sharing.
• Enable Allow internal users to copy and modify.

With Google Drive, ensure the file:

• Has viewer permissions with download and copy enabled
• Is stored in a shared folder accessible to users

How customize Google Drive content

Before You Start: Make sure your Google account is connected to Spekit via OAuth. You’ll be prompted the first time you customize content—or you can do it in your Spekit settings ahead of time.

Steps to Customize Content:

1.) Open the Spekit Web App

2.) Navigate to the content you want to customize and open it

3.) Click the “Customize” button to generate your customized version

4.) Confirm your action in the pop-up by clicking Customize

5.) Your customized file will open in a new tab—fully editable and saved to your Google Drive

6.) Use the Add to Deal Room button (in Google apps) to instantly share your file in a Deal Room

How customize SharePoint content

Before You Start: Make sure your Microsoft account is connected to Spekit via OAuth. You’ll be prompted the first time you customize content—or you can do it in your Spekit settings ahead of time.

Steps to Customize Content:

1.) Open the Spekit Web App

2.) Navigate to the content you want to customize and open it

3.) Click the “Customize” button to generate your customized version

4.) Confirm your action in the pop-up by clicking Customize

5.) Your customizable file will open in a new tab—fully editable and saved to your Google Drive

6.) Use the Add to Deal Room button (in SharePoint) to instantly share your file in a Deal Room

How Is User Activity Tracked?

Each customized file is automatically linked to the original Spekit content. This gives admins visibility into what’s being customized and shared. Admins can also revoke customization access at any time to support content updates or compliance.

Understanding the Buttons in Your Apps

The Spekit Chrome Extension adds helpful buttons directly into your apps. Here’s what each one does:

• Add to Deal Room: You'll see this button on a file that you can add to a Deal Room. This will appear on any Google or SharePoint file that you have 'download and copy' permissions for, or on a file that an admin has already synced to Spekit. 

  

• Synced to Deal Room: This button appears when you're viewing a file in Google Drive or SharePoint that has already been added to a Spekit Deal Room. Clicking it will open the Deal Room directly.

  

• Add to Spekit (Google only): Use this button to instantly sync content from Google Drive into Spekit. This is helpful for quickly capturing new content that hasn’t been added to Spekit yet.

  

• View in Spekit (Google only): This button appears when you’re looking at a file that’s already synced to Spekit. Clicking it opens the content in Spekit, where you can review details, update settings, or make edits as needed.

How to Prevent Users from Customizing Content

1.) Open the Spekit Web App.

2.) Locate the content you want to lock from modifications.

3.) Disable customization:

• Find the option labeled Allow internal users to copy and modify.

• Make sure the checkbox is unchecked.

Once this option is disabled, internal users will no longer be able to copy or modify the content.