DealPage

What is DealPage?

DealPage is an AI assistant built for Solutions Engineers and Pre-sales teams. It speeds up the creation of customized proposals, security documents, and technical content, with a focus on answering RFPs and Security Questionnaires faster and more personally. Teams can build a knowledge base to improve the AI’s output, automate routine tasks, and collaborate in real time in the document editor. Pre-built integrations connect DealPage with the tools they already use.

Who created DealPage?

DealPage was created by Jacob Simon, who serves as CTO and Co-Founder.

What is DealPage used for?

• Content creation: Generate customized proposals, security documents, and technical content. Responses to RFPs, RFIs, and Security Questionnaires can be written in minutes instead of hours or days.
• Knowledge management: Import and sync notes from your knowledge base, upload standard collateral and templates, and keep documents, presentations, and spreadsheets synced from Google Drive. Content stays searchable and up to date.
• Automation: Automatically upload meeting transcripts and contracts, answer repetitive questions in Slack, and search information within your CRM.
• Collaboration: Create tasks, notify colleagues, and remind subject matter experts while working together in real time in the document editor.
• AI assistant (Paige): The built-in assistant, Paige, writes emails and fills out forms directly in your browser.
• Pipeline and meetings: Generate insights about your sales pipeline, create handoff materials, prepare for one-on-one meetings and discovery calls, and deliver personalized product demonstrations.
• Buyer support: Provide support and consulting during calls with potential clients and tailor sales collateral to specific needs.

Key features

• Knowledge base: Give the AI more context about your products, services, and security details so it produces more accurate output.
• Document editor: A real-time collaborative workspace for building documents, presentations, and emails.
• Integrations: Pre-built connectors keep content in sync with your existing tools and make your Go-To-Market data more useful.

Who is DealPage for?

DealPage is aimed at Solutions Engineers, Pre-sales teams, and sales engineering teams that spend significant time on RFPs, security questionnaires, and technical documentation. By automating repetitive tasks, it helps these teams save time, reduce pressure, and increase revenue.