Q&A TOOL

Improve Buyer Communication by Centralizing Your Entire Q&A Workflow Within SmartRoom

Fielding buyer questions through emails and spreadsheets not only pose security risks, but can create communication bottlenecks that slow down the entire due diligence process. SmartRoom’s highly customizable Q&A tool allows you to centralize your entire Q&A workflow within the security of the data room. Robust security settings and reporting makes it easy for buyers to ask questions and for sellers to get the insight they need to respond more effectively.

ENHANCE BUYER ENGAGEMENT & DRIVE BETTER DEAL OUTCOMES

Built-in tools designed to help you easily and efficiently:

SETUP & MANAGE YOUR Q&A WORKFLOW

Users

• Easily import users into custom Q&A groups

• Setup user roles to control who can see, ask, and moderate questions or responses

• Choose to “anonymize” users asking questions

Managers

• Bulk delete/reject questions, save draft responses, and close off a question.

• Bulk delete users from Q&A group Add additional approvers and re-route questions

• Create & save question FAQs

Questions

• Import questions from excel

• Configure question types and limitations per user group

• Control ability to make questions public or private

• Enable ability to link document attachments utilizing existing security rights to keep content secure

GAIN INSIGHTS & STREAMLINE PROCESS

Custom Reports

Track any Q&A activity so you can monitor popular questions and most engaged buyers.

 

Real-Time Alerts

Setup custom email template notifications so teams can track question statuses in real-time.

 

Dynamic Dashboard

Easily track and monitor the status of submitted questions and responses.

 

Question Threading

Enables clear and simple back and forth discussion between buyer and seller groups.

 
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CUSTOMER SUCCESS ACROSS INDUSTRIES