Implementation guide, CRM

How to Set Up a Digital Sales Room

Author: PureField
Published: 23 October 2026
Updated: 23 October 2026

A digital sales room is a secure, shared space where B2B sales teams host quotes, presentations, and technical specifications for their buyers under a single link. Powered by PureField AI agents, this space integrates directly with your CRM, marketing, and ERP data to simplify the entire buyer journey.

Five Steps to Build Your Digital Sales Room

Creating a digital sales room inside PureField CRM is a direct process that takes only a few minutes from an active quote record:

Step 1 (Create from Quote): Select an active quote in the CRM module and generate a sales room. Your company logo and brand colors pre-fill the room layout automatically, and the quote PDF and product table are linked.
Step 2 (Configure Content Blocks): Add text blocks, presentations in slide or PDF format, technical data sheets, and supplementary contracts to the room.
Step 3 (Add a Call to Action): Insert a clear action button, such as a request to schedule a follow-up meeting or accept the quote.
Step 4 (Apply Security Settings): Generate the unique link. You can set an optional password, define an expiration date, or deactivate the room at any time.
Step 5 (Share and Track): Send the link to the buyer committee. The system tracks when they open the room, which slides they view, and what files they download.

Comparing Email Attachments and Digital Sales Rooms

Sales Workflow Element	Email Attachments	Digital Sales Room
Document Access	Scattered files across long email chains	One secure link containing all current files
Quote Revisions	Sending new emails for every pricing update	Automatic synchronization when the CRM quote changes
Engagement Insights	No visibility after sending the attachment	Precise tracking of page views, duration, and downloads
Buyer Collaboration	Feedback lost in separate reply threads	Direct messaging and document comments within the room
Decision Maker Experience	Fragmented PDFs and static documents	Branded interface with interactive slides and clear next steps

What the Buyer Sees in the Sales Room

When buyers click the shared link, they enter a clean, professional portal designed to simplify their review process:

Branded Welcome: The interface displays your company logo, color scheme, and a personalized message tailored to the buyer group.
Live Product Table: Buyers can view quantities, unit prices, and total amounts pulled directly from the CRM quote, with an option to download the official PDF.
Interactive Documents: Presentation slides and PDF pages are displayed in a clean viewer, allowing buyers to flip through technical sheets and warranty terms.
Two-Way Communication: Buyers can send messages directly to the sales representative, leave comments on specific documents, or upload their own requirements.
Action Button: A prominent call-to-action button guides the buyer to the next step, such as booking a meeting or confirming the proposal.

Tracking Engagement and Setting Automation Rules

Once the sales room is live, the PureField panel monitors buyer activity while filtering out automated bot visits. The platform records room entry and exit times, total and unique visitors, total active duration, slide-by-slide viewing times, document downloads, and video play rates.

Sales teams can set automation rules to receive instant email or panel alerts when key events occur. For example, you can trigger a notification when a buyer views a technical specification multiple times, spends more than a set duration on the pricing page, or watches a product video past a specific percentage threshold.

CRM Integration and Order Automation

The digital sales room is a core extension of the PureField CRM database. Any price or scope revision made to the quote in the CRM immediately updates the content in the sales room, removing the need to send a new link. All buyer messages, comments, and uploaded files are logged directly on the customer record and CRM opportunity history. When the buyer accepts the quote, the system automatically creates an order record in the stock and order module.

Evidence

Quote Synchronization: Revisions made in the CRM quote card update the sales room automatically, keeping the product table and PDF current.
Engagement Analytics: The panel tracks active page duration, slide views, document downloads, and button clicks while filtering out bot traffic.
Two-Way Sharing: Buyers can upload their own files, ask questions, and leave comments directly inside the document viewer.
Order Conversion: When the quote is marked accepted in CRM, a matching order record opens in the stock module.

Schedule a PureField demo to build digital sales rooms for your B2B sales opportunities. Book a demo

Frequently asked questions

Does the buyer need to create an account to access the room?

Buyers can access the digital sales room instantly by clicking the unique link. If additional security is required, the sales representative can set a password and an expiration date for the link.

Does the link change when the quote is updated?

The link remains the same. When you update the quote in the CRM, the product table and proposal PDF inside the sales room sync automatically, ensuring the buyer always views the latest version.

Can buyers download documents from the sales room?

Yes. Buyers can download the quote PDF, technical data sheets, and any other files you choose to share. The sales team receives a notification indicating which document was downloaded and when.

How do sales reps receive buyer messages from the portal?

When a buyer sends a message or leaves a comment on a document within the sales room, the system sends an instant panel notification and email alert to the assigned sales representative.

How do I close access to a sales room?

You can deactivate the sales room manually from your CRM panel at any time, or let it close automatically by setting an expiration date during setup.