--- title: "Create and manage deal room templates" slug: "/help/deal-rooms/templates" sidebar_position: 2 tags: ["deal room","template","dsr","fast templates","presenter","permissions","collaborators"] description: "Build reusable Deal Room templates, start from Walnut's curated Fast Templates, and control who on your team can see and use them." product: "deal-rooms" last_updated: "2026-08-19T11:45:42.891Z" --- ## **About This Feature** A **Deal Room template** is a reusable blueprint for a Deal Room. Instead of rebuilding the same structure for every opportunity, you build it once — intro video, core demos, pricing FAQs, a Mutual Action Plan — and create every new room from it. There are two kinds of template in Walnut: **templates your team builds**, and **Fast Templates**, a gallery of ready-made templates curated by Walnut. ### **Snapshot 📸** **Feature Status:** Add-On Feature (included with Interactive Deal Rooms) **Role Access:** Admin, Editor, Presenter **Location:** [Walnut Library](https://app.teamwalnut.com/home#) → **New** → **Deal room template**, or the **Save as template** button inside an existing Deal Room --- ## **Two Kinds of Template** | | **Your team's templates** | **Fast Templates (curated by Walnut)** | | --- | --- | --- | | Who builds them | Anyone in your workspace with Admin, Editor, or Presenter access | Walnut | | Who can use them | Your workspace only | Every Walnut customer with the add-on | | Where they appear | The template picker when you create a Deal Room | The template gallery, when you create a Deal Room template | | Can you edit them | Yes | You edit your own copy — the original is never changed | Both produce the same thing: a fully editable Deal Room template that belongs to your workspace. --- ## **Create a Template** ### **Start from a Fast Template** The fastest route. Walnut's curated gallery gives you a proven structure instead of a blank canvas. 1. In the **Walnut Library**, click **New** and select **Deal room template**. 2. The **template gallery** opens, showing curated Deal Room templates. 3. Select a template to see a **live preview** — this is the real, interactive room, not a screenshot. 4. Click **Use this template** to create your own editable copy, or **Start from scratch** to skip the gallery and begin with an empty room. Your copy opens straight in the editor, pre-filled with realistic example content. :::note[Example content and swap hints] Content that came from the template is marked with an **Example** badge. Hover any example item to see a hint explaining what it's for and a pencil icon to replace it. The badge disappears as soon as you edit that item. If you publish while example content is still in place, Walnut shows a **soft warning** telling you how many items are still from the template. It never blocks you — you can always publish as-is. ::: ### **Build a Template from Scratch** 1. In the **Walnut Library**, click **New** and select **Deal room template**. 2. Click **Start from scratch**. 3. Add your content by clicking a content placeholder and choosing an asset type — a file from the Media Library, a demo from your library, media from an external URL, or an embed code snippet. 4. Add more **pages** with the **plus icon** in the tab navigation bar. Your work **saves automatically** as you build — there is no Save button to remember. ### **Save an Existing Deal Room as a Template** Built a room that worked? Turn it into a template so the whole team can reuse it. 1. Open the Deal Room in the editor. 2. Click **Save as template** in the top-right corner. 3. Confirm in the dialog. Walnut creates a **duplicate** and saves that as the template, so the original room stays connected to your current deal and keeps working exactly as before. You'll see a **Deal room template created** confirmation with a **Go edit** shortcut to open the new template. :::note[Don't see the Save as template button?] **Save as template** is only available on Deal Rooms that aren't tied to a CRM deal. If your workspace has Salesforce or HubSpot connected, build templates from the Library instead — **New** → **Deal room template**. ::: --- ## **Control Who Can See Your Template** Deal Room templates use the same sharing model as every other Walnut asset — the **Collaborators** setting. There is no separate "make this template public" control. | Setting | What it means | | --- | --- | | **Only collaborators can access** | Private. Only you and the people you explicitly add can see and use the template. | | **Everyone at {your company} can access** | Shared. Anyone in your workspace can pick this template when creating a Deal Room. | **To change it:** open the template, click **Collaborators**, and choose the access level. **Defaults by role:** - Templates created by **Admins** and **Editors** are typically shared workspace-wide — these are your enablement-approved standards. - Templates created by **Presenters** start as **collaborators-only**, so sellers can build and refine their own structure without publishing it to the whole team. :::note Sharing is always within your own workspace. You can't publish a template to other Walnut customers — cross-company templates are the Fast Templates gallery, which Walnut authors. ::: --- ## **Create a Deal Room from a Template** **With a CRM connected —** go to **Deals**, select an Opportunity or Deal, click **Create a deal room**, then pick your template. **Without a CRM —** create the room straight from the Library. See [**Create a deal room without an opportunity**](/help/deal-rooms/create-without-opportunity). In the template picker, search by name, then click **Use this template**. To skip templates entirely, choose **Create a deal room from scratch**. --- ## **What a New Deal Room Inherits** When you create a Deal Room from a template, it copies: - All content, sections, and pages - Branding and layout settings - **Show/Hide page visibility** — hidden pages stay hidden - The Mutual Action Plan structure, with task completion reset so the new room starts clean Once created, the Deal Room is **completely independent**. Editing the template later never changes rooms already created from it. --- ## **Working with Templates** **Templates are labelled.** A template shows a non-clickable **Template** pill in the editor header, so you always know whether you're editing the blueprint or a live room. **Templates have no share link.** There's no **Get link** button on a template — you share the Deal Rooms you create from it, not the template itself. **Everything autosaves.** Deal Rooms and Deal Room templates both save automatically in the background as you work. **Abandoned starts clean themselves up.** If you open a template from the gallery and leave without editing anything, Walnut archives the untouched copy so your library doesn't fill with empty drafts. --- ## **FAQs** --- **If I edit a template, will it change Deal Rooms already created from it?** No. Every Deal Room becomes independent the moment it's created. Template edits only affect rooms created *after* the change. --- **Who can create Deal Room templates?** Admins, Editors, and Presenters. Presenters' templates are private by default. --- **Why can't I see the Save as template button?** It only appears on Deal Rooms that aren't connected to a CRM deal. If Salesforce or HubSpot is connected to your workspace, create templates from the Library instead. --- **Can I make my personal template available to my whole team?** Yes. Open the template, click **Collaborators**, and switch access to **Everyone at {your company} can access**. --- **Can I edit a Fast Template?** You edit your copy of it. Selecting a Fast Template creates a fully editable copy in your workspace — the curated original is never modified, and Walnut's later updates to it never change your copy. --- **Can I share a template with a different Walnut customer?** No. Template sharing is limited to your own workspace. --- ## **Related Resources** [Get started with deal rooms](/help/deal-rooms/getting-started) [Create a deal room without an opportunity](/help/deal-rooms/create-without-opportunity) [Build a Mutual Action Plan in a Deal Room](/help/deal-rooms/mutual-action-plan) [Automate deal rooms with the rule engine](/help/deal-rooms/rule-engine) [Deal room playbook](/help/resources/playbooks/deal-rooms-playbook) [Manage roles and permissions](/help/account/users/roles-and-permissions) ---