Getting started
Help with workspace setup, first-user flow, and getting the initial customer workflow live.
Help with setup, workflow questions, and day-to-day operations
TotalDeal is meant to help small teams run a more complete client-work system, which means support should cover more than just bug reports. Buyers and customers need answers around setup, documents, approvals, portal usage, billing, and rollout strategy.
What support usually covers
Workflow mapping
Guidance on how to structure pipeline, project handoff, documents, approvals, and billing around your process.
Document and portal usage
Support around document workflows, review states, proofing, client visibility, and portal-based work.
Billing and payment questions
Help with invoices, pay links, reminder flows, payment visibility, and billing-related workflow questions.
How to get the most value from support
The best support requests describe the workflow you are trying to run, not just the screen you are on. That helps the platform guidance stay practical and tied to the business process you want to improve.
Useful related pages
Onboarding and Implementation
See the rollout model for launching and expanding inside TotalDeal.
Security Overview
Review the trust and operational topics buyers usually ask about before rollout.
Resources Hub
Browse guides, glossary content, and workflow pages in one place.
Book Live Demo
Use a live walkthrough if you want help mapping your process before switching.