Create and manage deal room templates

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 → New → Deal room template, or the Save as template button inside an existing Deal Room

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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.

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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.

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.

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.

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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.

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.

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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.

In the template picker, search by name, then click Use this template. To skip templates entirely, choose Create a deal room from scratch.

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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.

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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.

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FAQs

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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.

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Who can create Deal Room templates?

Admins, Editors, and Presenters. Presenters' templates are private by default.

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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.

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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.

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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.

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Can I share a template with a different Walnut customer?

No. Template sharing is limited to your own workspace.

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Related Resources

Get started with deal rooms

Create a deal room without an opportunity

Build a Mutual Action Plan in a Deal Room

Automate deal rooms with the rule engine

Deal room playbook

Manage roles and permissions

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