Ways to Add a New Deal
There are multiple entry points within the system to initiate a new deal:
Property (Stacking Plan/Floor Plan)
Spaces Page
Tenants Page
Top Menu Bar: Use the + Add button and select either “New Deal” or “Existing Deal.”
Once a deal is initiated, you can proceed with proposal creation either during deal setup or afterward. When setting up a relocation deal, it is crucial to select the correct options to include proposal terms.
Entering a Proposal
Option 1: During Deal Creation
To create a proposal while setting up the deal:
Click the Add Proposal drop-down within the deal creation pop-up.
Option 2: After Saving a Deal
If a proposal wasn't created initially:
Re-enter the deal screen.
Navigate to the Proposals tab (left sidebar).
Click Add Proposal.
Note: Ensure a property is linked to the deal before creating a proposal. This includes all deal types, especially relocation deals. Use Deal Details (right side of the screen) to add one if needed.
Filling Out the New Proposal
On the New Proposal screen, complete the following sections. Required fields are marked with an asterisk (*); some fields auto-populate from the deal economics.
General Information
Proposal Name: e.g., "First Offer"
Proposed By: Select either Landlord or Tenant
Lease Type: Mandatory; configured via Voyager's Company Settings
Space: Use the lookup filter; square footage auto-fills but can be edited
Lease Term
Start Date: Lease commencement date
Term: Duration in months
End Date: Auto-calculated
Move-In Date: Tenant’s move-in date
Termination Month: Specify if applicable
Rent Schedule
Starting Rent
Base Rent: Choose from formats like $/SF/YR, $/SF/MO, $/YR, or $/MO
Rent Escalation
Choose increment type: Percentage (%), $/SF, or Flat Amount
To add steps:
Click Add Step
Specify Step Month, Increase, Type, and Increase Frequency
Custom Rent Steps
For non-standard schedules, check Custom to use a table entry format
Free Rent Schedule
Start Month: When the free rent begins
Length: Number of months
Percent: 0–100% of base rent
Type: Applicable to:
Rent only (Base Rent)
Rent + Expenses
Expenses only
Expenses
Operating expenses vary by Lease Type and can be entered accordingly
Commissions
Commissions for Landlord/Tenant can be defined using:
Percent (%)
$/SF
Flat Amount
To manage varying commissions over time, define presets in Company Settings.
Use Advanced Commission to apply presets
Click Show Detail to view/edit preset configurations
Saving and Managing Proposals
Click Save to finalize the proposal. The system will display a summary of the deal terms and economics.
Post-Creation Actions
Edit Proposal: Click the proposal name
Create Counter Proposal: Preserves original and enables modifications
Change Status: Trigger approval processes based on pre-set conditions
Options and Clauses
Use the Options and Clauses tabs within the proposal screen to add or edit relevant legal or operational terms.
Creating a Counter Proposal
To adjust a previously entered proposal while retaining original data:
Click Create Counter Proposal
Modify fields as needed
Click Save to set it as the new Active proposal (marked with a green check)
Requesting Proposal Approval
Go to the Deals Dashboard
Click the Tenant Name to access the deal
Navigate to the Proposals tab
Click the Thumbs-Up icon next to the relevant proposal
A prompt appears with an Approvals Required box. Click:
Request to initiate approval
Remind to resend an approval email
Tip: Automatic follow-up reminders can be set in Company Settings.
Confirmation of the request will appear at the top of the screen.