Interacting with buyers in a Shared Space

One of the most interactive features of Shared Spaces is the ability to comment on assets in the space. This can be beneficial for sales reps to add notes and start conversations with their prospects or for external participants to ask questions. If you've allowed it in your settings, as a sales user, you will also receive notifications for new comments to keep up with the conversation easily.

Prospects and buyers will also receive notifications for relevant actions, such as when new assets are added, new people are invited, or a new comment is posted. 

Both internal Showpad users and external Shared Space participants can update their email notifications for a Shared Space. Read more on how to do so here.

See how it works

Key features

• Comment on assets
• Both parties can upload content
• Sort Shared Spaces to find what you're looking for
• Quickly catch up with the Shared Spaces summary  

You need this to succeed

• An existing Shared Space
• Content in your Shared Space
• A Showpad account or a participant invited to the Shared Space
• A Showpad Plus or Ultimate account

Working with Shared Spaces

1. To comment on an asset within a Shared Space, or to see what others have said, select the piece of content by clicking it. You will see a box on the right-hand side of the screen that says "Write a comment," where you can input your text. Hit enter when you're done, and the comment will appear for all Shared Space members. Delete your comment by clicking the trash can on the right side of the box and confirming. 
   
2. One collaborative function of shared spaces is the ability for participants to leave comments on your assets or the assets they uploaded themselves.
   You can see these by viewing the asset or the most recent overall comments in the right pane of the space's main page.
   By default, all participants will receive a notification when a comment is posted. If a participant wants to @mention someone in particular, then only that person and any other participants of that specific thread will be notified of the comment.
3. If a participant adds a comment and then deletes it, the comment will be deleted from view on the asset; however, information about when the comment was added and deleted will remain in the activities.
4. After creating different shared spaces, you can view them all in a summarized fashion by navigating back to the main shared spaces tab. You can sort them by name or latest activity.
5. In this view, each box will contain a shared space and its overall summary. This includes the number of documents in the space, the number of comments, the latest activities, and so on. These details provide a quick overview of what is occurring within that Shared Space. Click the three dots to view all available options.

   Note: Archiving a Shared Space does not mean deleting it entirely. This means the space has been deactivated for participants, but you, as the owner, will retain access to it. This will typically occur after a deal is won or is no longer active.

6. Clicking on the Activities tab from the drop-down menu will open a window with all activities within the Shared Space. It will give you a chronological overview of everything inside your Shared Space. Here you can keep track of comments, invites, and document-related activities.
7. When the number of Shared Spaces grows, it may be helpful to filter them to find what you need quickly. In the summary view, you can sort by status (open, closed, or both) and by owner (owned by me, shared with me, or all).
   

Note: Buyers you invite can also upload content, like pricing lists, contracts, agreements, scope documents, and API specifications,... to finalize a deal. This article explains what buyers see and can be shared if they want more guidance.