Insights

New Feature: Reuse Your Tracker Templates in Datasite Acquire

March 08, 2022 | Video

New Feature: Reuse Your Tracker Templates in Datasite Acquire

By Anthony Scudieri, Product Marketing Manager

Ever find yourself reinventing the wheel? Yes, every deal is unique. But there will be certain documents that you always request from the seller. Questions that you always ask. Lists of essential items that rarely vary. And so on.

So why waste effort building a new tracker each time? Just keep your most tried-and-tested trackers handy with Datasite Acquire. Choose the one you want from your open projects right in the trackers tab, import it, and then make any adjustments needed for the current deal. Watch the video to learn how.

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