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Digital sales room software for enterprise deals

Give every buying group one branded, secure room for the proposal, the evidence and the next steps, and see which stakeholder read what.

SOC 2 certified GDPR ready SSO & enterprise security
Zoomforth editor showing a digital proposal microsite with a five-star client testimonial and a project ZIP download
Definition

What is a digital sales room?

A digital sales room replaces the email thread, the PDF attachment and the shared drive folder with one private, branded space for a single deal. The buying committee finds the proposal, the case studies, the security answers and the pricing in the same place, and each stakeholder reads the part that matters to them.

For the seller, the room is also a signal. Zoomforth shows which named stakeholder opened the room, which sections they read and whether someone new joined the evaluation, so follow-up starts from what the buyer actually did. For the full background, read our guide to what a digital sales room is and how it works. If your team sends proposals and RFP responses today, see how the same rooms work as interactive proposals and sales microsites.

How a Zoomforth deal room works, step by step

  1. Start from a branded template. Your brand styling is built in, and templates cover proposals, RFP responses, executive briefings and onboarding hubs.
  2. Personalize it for the buyer. Add the account name and logo, a welcome message and a short video from the account team.
  3. Add the deal content. Upload PDFs, decks and documents, embed video, and link the case studies and pricing this buying group needs.
  4. Set who can get in. Choose a password, email authentication for named people or a whole email domain, multi-factor authentication or SAML single sign-on, and hide sub-pages until the right stage.
  5. Share one link. Send a single URL instead of attachments, and turn on real-time email notifications for the moment a stakeholder engages.
  6. Read the engagement. See who opened the room, which sections they read and for how long, and prepare the next conversation around it.
  7. Keep it current. Update pricing, swap case studies or add answers to new questions. The link stays the same, so nobody works from an old version.

Stakeholder analytics, access control and permissions

Enterprise deals involve procurement, IT, finance and legal as well as your champion. The room has to show you who is engaged and keep the content in front of the right people only.

Stakeholder analytics

See engagement per visitor, not only per page: which stakeholder opened the room, which sections they read, how long they stayed and when a new name appears. Read more on Zoomforth engagement analytics.

Access control per room

Make a room public, password protected, limited to approved email addresses or domains, protected with multi-factor authentication, or placed behind your SAML single sign-on.

Team roles and permissions

Four user roles range from full administration to restricted access to specific sites, editing tools and publishing rights. Zoomforth is SOC 2 Type II audited; see the security overview.

Digital sales room vs. PDF proposal vs. sales enablement platform

These three tools answer different questions. A digital sales room does not replace your internal enablement platform; it is the part of the stack the buyer sees.

How a digital sales room compares with a PDF proposal and a sales enablement platform
  Digital sales room PDF proposal Sales enablement platform
Who uses it The buying group, shared by the seller The buyer, as an attachment The seller's own team
What it holds Proposal, evidence, video, pricing and next steps for one deal A fixed document The internal content library, training and coaching
After sending Updated in place; the link stays the same Resent as a new version Content is sent out through other channels
Engagement data Per stakeholder and per section None once forwarded Mostly rep activity and content usage
Access control Password, email authentication, MFA or SSO per room Whoever has the file Internal users
Best for Complex, multi-stakeholder enterprise deals Simple, single-reader quotes Managing and coaching a large sales team

If you are weighing the two categories, our comparison of a digital sales room vs. a sales enablement platform goes deeper, and the buyer-facing sales enablement platform page shows how Zoomforth fits next to the tools you already run. To compare vendors, see how to choose digital sales room software.

Digital sales room examples

Trusted by enterprise sales teams

Three of the Big Four accounting firms use Zoomforth for client pursuits and proposals, and Zoomforth is rated 4.76/5 on G2.

If you're working in a deeply competitive, low differentiation, and highly technical space, or selling anything that's commoditized, microsites are a great way to help make complex, multi-stakeholder, multi-phase buying easier.

Lily Austin, Principal Advisor, Value Engineering at Salesloft

Digital sales room FAQs

What is a digital sales room?


A digital sales room is a private, branded web space shared with one buying group. It holds the proposal, supporting evidence, pricing and next steps for a single deal, and shows the seller which stakeholder viewed which content. Zoomforth builds each room as a secure microsite that sales teams create from templates without code.

How is a digital sales room different from a PDF proposal?


A PDF proposal is a fixed file: once sent, it can be forwarded, it goes out of date, and the seller cannot see whether anyone read it. A digital sales room is one secure link that the seller keeps up to date, that can hold video and supporting documents, and that reports which stakeholder opened which section.

Is a digital sales room the same as a sales enablement platform?


No. A sales enablement platform manages content, training and coaching for the seller's own team. A digital sales room is buyer-facing: it is the space the buying group actually opens. Many enterprise teams run both, with the enablement platform as the internal library and Zoomforth as the branded room each buyer sees.

How secure is a Zoomforth digital sales room?


Each room can be public, password protected, restricted to approved email addresses or domains through emailed login links, protected with multi-factor authentication, or placed behind your SAML single sign-on. Zoomforth is SOC 2 Type II audited, and content is encrypted in transit and at rest.

Can I see which stakeholders viewed the digital sales room?


Yes. Zoomforth reports engagement per visitor, not only per page: who opened the room, which sections they read, how long they spent and when new stakeholders appear. Sellers can also turn on real-time email notifications so they know the moment a stakeholder engages.

How much does Zoomforth digital sales room software cost?


Pricing is quote-based and depends on the number of user seats and add-ons such as a custom domain or integration. Request a demo for a quote.

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