Built a piece of Deal Room content you want to reuse on future deals? Save it as a personal template so it shows up under Created by you every time you start a new Spek.
Prerequisite: All users can create personal templates. Viewers can access templates if Deal Rooms are enabled for their organization.
How to save a Spek as a template for personal use in a deal room
- Find the Spek you want to reuse
- Click Edit
- Scroll down to the Type field
- Change the type from Content to Template
- Add Template instructions describing what the template is for and how you use it — this helps the AI (and future-you) understand the intent, e.g. "Executive summary for late-stage enterprise deals — helps reps frame business impact and align stakeholders before a final review"
- Leave Allow external sharing off if you only want this for your own use, or toggle it on if you want it shareable in Deal Rooms
- Save your changes
Where to find it afterward
Your personal template appears in the template picker under the Created by you filter, in both the Internal and Deal Room tabs depending on how you tagged it. It's ready to select the next time you start a new Spek.
Note: Personal templates stay private to you unless a Team Admin promotes them into the shared Team gallery, or you toggle on Allow external sharing to make them shareable in Deal Rooms.