How to Create Sections and Reorder Content in a Deal Room

Sections and reordering are the two tools you have for controlling how a buyer experiences your Deal Room — sections group content into logical chunks, and reordering controls what shows up first. Use them together to make sure the room reads the way you intend, not just the order things happened to get added.

Why use sections?

Sections group your Deal Room content into clear, digestible chunks instead of one long undifferentiated list. That makes it easier for a buyer to find what's relevant to them, and easier for you to tailor the experience to a specific deal.

Common ways to group sections:

• By stakeholder — a section for the economic buyer, another for the technical evaluator
• By deal stage — discovery materials vs. proposal and pricing
• By solution — for multi-product deals, a section per solution so each buyer lands on what applies to them
• By theme — Proposal & Pricing, Product Resources, Meeting Recordings, Customer Stories

Why reorder content?

The order content appears in shapes what a buyer sees first — and first impressions matter. Reordering lets you put your strongest or most relevant materials up top, rather than leaving them buried under whatever happened to be added last. This matters most for multi-section, multi-stakeholder deals, where different content deserves top billing depending on who's opening the room.

Always preview your Deal Room after making either change to confirm the flow makes sense from the buyer's point of view — see "How to Preview a Deal Room."

How to add a section

Spekit Web App

1. Open the Spekit Web App.
2. Click My Hub, then select Deal Rooms.
3. Open the Deal Room where you want to add a section.
4. Click + Section.
5. Enter a name for your section, then click Create Section.

Your new section appears in the left-hand sidebar. From there, you can add content to it, copy a section share link, rename it, or delete it.

Sidekick (Chrome Extension)

1. Open the Spekit Chrome Extension.
2. Click My Hub, then select Deal Rooms.
3. Open the Deal Room where you want to add a section.
4. Click + Section.
5. Enter a name for your section, then click Create Section.

Your new section appears in the Deal Room, with the same add/copy-link/rename/delete options.

How to reorder content

Spekit Web App

1. Open the Spekit Web App.
2. Click My Hub, then select Deal Rooms.
3. Open the Deal Room where you want to reorder content and click Reorder.
4. Click and hold the grab icon next to a piece of content or a section, then drag it to the desired position.
5. Release to place it — the content now appears in the updated order.

Sidekick (Chrome Extension)

1. Open the Spekit Chrome Extension.
2. Click My Hub, then select Deal Rooms.
3. Open the Deal Room where you want to reorder content.
4. Click the Reorder (domino icon) button.
5. Click and hold items to drag and drop them into your desired order.
6. Click Save Changes to apply — content now appears in the updated order.

Tip: you can share a link to a single section instead of the whole Deal Room — useful when you want a stakeholder to land directly on the content relevant to them (e.g., straight to the demo recordings), while still giving them access to the rest of the room if they explore further. See "How to Share a Deal Room."