Digital sales room: the whole quote behind one link
PureField's digital sales room is a CRM page that puts one customer's quote, deck and documents behind a single link. It opens from the quote with the product lines and summary already filled in. The customer reads the files, asks questions or uploads their own; your rep sees the visits and which files were opened.
The customer opens one link and sees the whole quote.
The room opens with your company name and logo. Quote summary, deck and documents sit in order on one page, with the next step right there.
Prepared for Kalender Gıda
Cold room replacement quote
Your representative: Regional sales team
Quote summary
- Quote
- TK-2417
- Valid until
- 15 November 2026
- Payment terms
- On delivery, 30 days
- Delivery
- Installation included, 3 weeks
Documents
- Quote TK-2417PDF
- Solution deckPDF, 14 pages
- Compressor datasheetPDF
- Installation and maintenance scopePDF
- Installation videoVideo
Next step
- Message the rep
- Schedule a meeting
- Upload a file
Last updated: 22 October 2026
From quote to room, and back to the CRM.
The room lives on the same record as the quote. Whatever the customer does shows up next to the deal.
- 1
Prepare the quote
The quote is built from the opportunity in the CRM. Purchase cost and margin show on every line before it goes out.
- 2
Open the room
Choose "Create sales room" on the quote. Product lines, the quote summary and a welcome note fill in from the quote; you add the deck and documents.
- 3
Send the link
Copy the room link and send it to the customer. Protect the room with a password or give it an expiry date if you like.
- 4
The customer reviews and replies
They read the deck page by page and download the documents. They ask questions by message, comment on a file or upload their own specification.
- 5
You see it in the CRM
The room shows on the opportunity, lead and customer record with its visit count and last visit. Messages, comments and uploads email the room owner.
Cold room replacement
Kalender Gıda
- Quote
- TK-2417, sent
- Sales room
- Active
- Visits
- 4
- Last visit
- Today, 09:42
- Latest comment
- Compressor datasheet
The room owner was emailed about the comment
Quote, deck, messages and tracking in one room.
Quote summary and product lines
Quote number, validity, payment and delivery terms and the product lines come from the quote. You decide whether prices show in the room.
Deck, documents and video
The deck PDF opens inside the room page by page or full screen. Datasheets, manuals and videos sit on the same page; a product line can carry its own datasheet.
Messages, comments and uploads
The customer messages your team, comments on a piece of content, or uploads a specification or RFQ form. Each one sends an email to the room owner.
Password and expiry date
A room is open or password protected. An expired or archived room shows no content, and you can reactivate it when needed.
Visit and content tracking
Visits, unique visitors, average session, document downloads, video watch time and time spent on each PDF page sit on the room's analytics tab.
Threshold rules
Get a panel notification or an email when a document has been opened a set number of times, or a PDF page or video has been viewed for a set time.
What it gives your sales team
Revisions stay on the same link
The customer asks for a second revision. The rep updates the quote and pulls the product lines into the room again. Purchasing, the technical manager and the general manager all see the current quote on the same link.
The follow-up call has a date
Three days after the quote went out, the rep sees on the opportunity that the room was opened this morning, and in the analytics that the datasheet was downloaded. The call happens that day.
Technical questions reach the right person
The customer's engineer comments on the compressor datasheet: "Does this model connect to our existing panel?" The rep gets an email and answers in the room's messages.
Frequently asked questions
What is a digital sales room?
A page where you share the quote, deck and documents with one customer through a single link. In PureField the room is part of the CRM and stays linked to the quote, opportunity and customer record.
How does the customer open the room?
They open the link you sent in a browser; no account or app is needed. If the room is password protected, they enter the password you gave them.
How is the sales room linked to the quote?
The room opens from the quote, so product lines, quote number, validity and terms come across. If the quote changes, you pull the product lines in again. The room shows as a related record on the opportunity, lead and customer.
What can the customer do in the room?
Read and download the deck and documents and watch videos. Message your team, comment on a piece of content, or upload files such as a specification or RFQ form. Contact buttons let them email, call or schedule a meeting.
How do I see that the room was opened?
The room card on the opportunity and customer record shows the visit count and last visit. The room's analytics tab adds unique visitors, average session, document downloads, video watch time and time spent on each PDF page.
How is quote acceptance recorded?
Acceptance or rejection is marked on the quote in the CRM. An accepted quote becomes an order based on its type, and the sales team creates the customer's QR equipment records from its lines.
How long does a room stay open?
You decide. Give the room an expiry date or set a default number of days in settings; with no date, the room stays open until you archive it.
