⚙️ Help Center Article: Deal Settings in Deal Manager
Overview
The Deal Settings section in Deal Manager allows administrators to configure company-wide and property-specific behaviors, defaults, and integrations. These settings impact how deals are created, tracked, and processed across your organization.
🧾 General Settings Tab
🔹 Key Configuration Options
Default Leasing Agent
Replaces disabled leasing agents for active deals.
If no delegate is selected during user disablement, the default leasing agent is used.
Default Deal Dashboard Time Period
Sets the default time range for dashboard charts.
Options: Month-to-Date, Quarter-to-Date, Year-to-Date.
Default Substage for New Leads
Defines the default substage for new leads entering Deal Manager.
NPV Discount Rate
Used to calculate the Net Present Value of future payments.
Requires estimation of future cash flows and a discount rate.
🔧 Optional Feature Flags
These settings can be enabled or disabled based on client needs:
Enable SharePoint Punchout
Redirects the Attachments tab to SharePoint for document access.
Enable Save for Document Edit Mode
Allows saving within the SyncFusion editor.
Calculate Term as Per Voyager
Create Voyager Jobs on Deal Execution
Automatically creates commission-related jobs in Voyager and Construction Manager.
Post Additional Deal Fields to Voyager
Require Company on New Deal
Show Tenant Legal Name on New Deal Form
Show DBA on New Deal Form
Allow Month-to-Month Proposals
Use SharePoint Editor
Show Parent Customers Only
Use Customer Lookup on Contact Form
Send eSign Envelope on Completion
Enable Cash Flow
Advanced Commissions
Configured in Deal Settings > Voyager Config.
Default Commission Display Mode
Include Free Rent in Transaction Cost
Auto Attach Merge Document
Enable Four Decimals
Allows calculations up to four decimal places.
Include Additional Rent in Commission
Allow Add Property on New Deal
Exclude First Month from NPV
Calculate Net Lease Spread
Calculate Budget by Contract Lease
Post Lease Charges by Unit
Disable Counter Proposal on Dead Deal
All or One Amendment for Restructure/Blend
Increases Based on Rounded Numbers
Inflate Expense for Commissions
Calculate Management Fee
Use Current Unit Area on Proposal
Uses current unit area unless overridden by remeasure date or proposed SqFt.
🧩 Clause Group Tokens
Used for legal document automation.
Allows creation of tokenized clause groups.
Admins can add new Clause Group Tokens.
📝 Option Notes
Add notes for Option Type and Lease Type.
Required fields: Option Type and Notes.
Notes are saved and displayed in the Options dropdown on proposals.
❌ Dead Deal Reasons
Customizable reasons for marking a deal as dead.
Only required field: Reason Name.
Used when moving a deal to the Dead Deal stage.
💰 Expenses Setup
🔹 Company-Level Expenses
Do Not Post Expenses to Voyager for Deal Types
Select which deal types should exclude expense posting.
Past Active Years for Assumptions
Defines how far back assumptions can date (e.g., 6 years = 2017 if current year is 2023).
Future Active Years for Assumptions
Defines how far forward assumptions can date (e.g., 6 years = 2029 if current year is 2023).
📌 These settings affect the Base Year section of proposals.
🔹 Property-Level Expenses
Download and import Property-Level Expense Templates.
🚨 Risk Level Setup
Configure Risk Level Types for tenants and customers.
Enables color-coded risk tracking for at-risk entities.
📊 Proposal Comparison Config
Select columns for proposal comparison.
Requires:
Budget Book for budget comparison.
Market Leasing Assumption (MLA) for market comparison.
Must be using ABF or Forecast Manager.
📁 Deal Type Config
Select which deal types are visible in Deal Manager.
🏁 Milestone Templates
Create milestone sequences tied to:
Transaction Type
Property
Deal Type
Milestones are mapped to Stages and Sub-Stages.
Displayed graphically at the top of the Deal Details page.
Voyager Config Tab in Deal Manager
Overview
The Voyager Config Tab in Deal Manager allows administrators to configure how Deal Manager integrates with Yardi Voyager. This includes settings for budgets, deal workflows, commissions, rent mappings, lease types, and more.
🧾 General Settings
🔹 Budget Book Settings
Default Budget Book: Used to pull budget, MLA, and spec lease data across the portfolio.
Default Budget Book Date
Secondary Budget Book: Used for reforecasting based on stronger-than-expected deals.
Secondary Budget Book Date
Exclude Spec Leases from Comparison
🔹 NLS & Operating Expense Settings
NLS Calculation Method: Choose between CAM estimates or actual recovery amounts.
Opex Account Tree: Voyager account tree for operating expenses.
Opex GL Account: Voyager GL account code for OpEx.
Prior Lease Ending Term (months)
Include Prior Leases with Terms < 12 Months
🔧 Deal Configuration
Free Rent Charge Code (Required)
Security Deposit Code
Lock Deal on Stage: Locks the deal at a specified stage.
Post Deal in Voyager on Stage: Select the stage to trigger posting to Voyager.
Attach Workflow on Stage: Select the stage to attach a workflow.
Default Workflow
Internal/External/Other Commissions Asset Codes
Default Clause Group for New/Existing Deals
Tenant Legal Entity Table & Field
Security Deposit Field
📈 Lead Configuration
Match Edge lead sources to Voyager sources:
CommercialCafe
CommercialSearch
PropertyShark
Point2
White-labeled company/property sites
42Floors
CoworkingCafe
API (client website)
🎯 Dropdown menus allow mapping each source to a Voyager equivalent.
💰 Costs
Manage transaction costs shown on proposals.
🔹 Editable Fields
Cost Name
Voyager Cost Name
Voyager Job Type (Optional)
Voyager Job Category (Optional)
🔹 Flags
Default
NER (Net Effective Rent)
TI Cost (Tenant Improvement)
Concession
CapEx
Disable
💼 Advanced Commissions
Commission Name
Type: Landlord Rep, Tenant Rep, Other
Deal Types: List of applicable deal types
# of Properties Assigned
Company-Wide: Yes/No
Active: Yes/No
Actions: Download, Edit, Copy, Delete
🏷️ Rent Mappings
🔹 Base Rent
Set up base rent charge codes for each lease type.
🔹 Additional Rent
Map additional charges like Parking, Signage, etc.
🔹 Editable Fields
Charge Name
Voyager Charge Code
Voyager Charge Name
Default Flag
Disable Flag
🏢 Lease Types
Configure lease types at the company and property levels.
Deal Manager Name
Deal Manager Lease Type: Gross (no recoveries) or Net (creates Recovery tab)
Voyager Name & Code
Base Rent Charge
Voyager Lease Recovery Type
Retail: Yes/No
Exclude for New/Expansion Deals
📊 Expense Mappings
Map Deal Manager expense codes to Voyager charge codes.
Include: Optional flag to include expense on proposals.
Expense Name
Charge Code Mappings
Growth Rate (%)
Exclude from NLS
Do Not Post to Voyager
Editable Fields: Charge Name, Voyager Code, Default flag
🔄 Deal Stage Mapping
Map local Deal Manager stages to Voyager stages.
Local Deal Stages: Lead, Tour, Proposal, Negotiation, Executed, Dead Deal, Re-submit
Voyager Deal Stages
Sync From Voyager: Yes/No
Probability: Custom execution probability per stage
Deal Substages: Editable with order and Voyager mapping
Confirm?: Optional flag
💼 Commission Jobs
Map commission jobs using:
Voyager Job Type
Voyager Job Category
Risk Levels, Contact Roles, Approvals & Document Settings
🔐 Risk Level Mapping
Purpose: Allows basic mapping of Risk Levels for tenants.
Use Case: Helps identify and track at-risk tenants using color-coded indicators.
👥 Contact Roles
🔹 Role Setup Locations
Roles can be configured at:
Property Level
Deal/Lead Level
Customer Level
Tenant Level
🔹 Default Roles
DM Default Roles:
Broker Role
Agent Role
Default Lead Role (used if no role is selected at contact creation)
Voyager Default Roles:
Stack Plan Contact Role
Customer Relationship Manager Role
Customer Default Role
🔄 A lead becomes a deal when a proposal is created. Roles carry over accordingly.
🔁 Copy Charges
Purpose: Used for existing tenant deals (e.g., Renewal, Restructure/Blend).
Functionality:
Copy charges from the original deal.
Optional flags allow exclusion of specific fields from being copied.
Grow Expenses Each Year for NER:
Requires an original expense mapping with a growth rate.
Controlled via:
Company Settings > Deal Settings > Voyager Config
✅ Approval Settings
🔹 Workflow Behavior Flags
Setting | Description |
Allow Current Approvers to Edit Proposal | Approvers can edit proposals during their step. |
Only Allow Approval When Requested | Approvers can only approve when explicitly requested. |
Automatic Approval Flow | Workflow auto-advances after first approval. |
Automatic Approval Flow Within Substage Only | Auto-advances within the same substage. |
Allow Approvals on Non-Active Proposals | Enables approvals on countered or inactive proposals. |
Copy Approval History on Counter Proposal | Carries over approval history to counter proposals. |
Reset Approvals on Rejection by Default | Resets workflow if a step is rejected. |
Allow Yardi Admin to Edit Approved Deal | Grants Yardi team edit access to approved deals. |
Send Approval Reminder (hours) | Sets reminder interval for pending approvals. |
🏢 Company-Level Approval Requirements
Customizable based on:
Stage Gate (required)
Substage Gate (optional)
Approvers: Users, Roles, or Property Attributes
Criteria:
Area
Rent
Tenant Improvements
BreakEven %
Initial Cost
NER
Total Commission
Property Area %
Deal Type
Match All Criteria: Yes/No
Auto Advance Stage: Yes/No
Order: Defines sequence of approval steps
🏘️ Property-Level Approval Requirements
Same structure as company-level, but scoped to individual properties.
Includes property filter for easy lookup.
Import/Export:
Export approval requirements as CSV.
Edit and re-import to apply changes across properties.
📧 Approval Email Settings
Approval Email Attribute: Select an attribute to include in the "Approval Requested" email.
📄 Document Settings
🔹 LOI Templates
Upload, update, or delete LOI/OTL documents.
Use Word Merge Tokens to auto-populate documents.
Templates are used via the "Create Doc" button on the Deal Proposals page.
🔹 Word Merge Token List
Downloadable Excel file listing all available tokens for document automation.
🔹 Document Type Mappings
Field | Description |
Deal Manager Document Type | Custom name for document type |
File Type | Options: Attachment – Deal, Lease Amendment, LOI, Lease Document, NER Template |
Attachment Type Mapping (New/Existing Deal) | Voyager attachment type |
Order | Display order of document types |
Document Status | Custom status (e.g., Draft, Finalized) |
❓ Frequently Asked Questions (FAQs)
🔹 Contact Roles
Where can I assign contact roles?
At the property, deal/lead, customer, or tenant level.
What happens if no role is selected for a lead contact?
The Default Lead Role is applied automatically.
🔹 Copy Charges
Can I exclude certain charges when copying to a renewal deal?
Yes. Use the optional flags to exclude specific fields.
🔹 Approval Workflows
Can approvers edit proposals during the approval process?
Only if the "Allow Current Approvers to Edit Proposal" flag is enabled.
What happens if an approval step is rejected?
If "Reset Approvals on Rejection" is enabled, the workflow restarts.
Can I import approval settings for multiple properties?
Yes. Use the Import/Export feature with a CSV file.
🔹 Document Settings
Where can I manage LOI templates?
In the LOI Templates section under Document Settings.
What is the Word Merge Token List?
A downloadable Excel file showing all available tokens for document automation.
Document Management & SharePoint Integration in Deal Manager
📂 SharePoint Folder Mappings
Configure where documents are stored in SharePoint based on attachment type.
🔹 Editable Fields
SharePoint Object: Display name of the object type in SharePoint.
Attachments: Mapped via dropdown menu.
Images: Mapped via dropdown menu.
Do Not Sync to SharePoint: Optional flag to exclude specific items from syncing.
📊 NER Settings
Upload and manage Net Effective Rent (NER) Calculation Templates.
Templates can be drag-and-dropped or selected from File Explorer.
Editable Fields:
SheetName: Name of the Excel sheet.
Cell: Cell reference used in the calculation.
📄 Lease Templates
Manage lease templates used in legal workflows.
Templates can be filtered by:
Description
Properties
Lease Type
Documents can be edited using the Document Viewer (click the pencil icon).
Legal clients only.
✍️ Signee Configuration
Configure signees for legal documents at the company or property level.
🔹 Workflow
Create a legal document on a deal.
The document status will show "Select for eSignature".
Click "Initiate eSignature Request".
Configured signees will appear and can be selected.
Drag and drop the eSignature field to the appropriate location.
💡 If the document includes signature tokens (e.g., <<Landlord_Signature>>), the eSignature field will auto-populate.
⚙️ Additional Document Settings
Document Naming Convention: Customizable using tokens.
Show Legal Document on Deal Attachment: Optional flag.
Retain File Name on Upload: Optional flag.
Retain Original Document Formatting: Optional flag.
SharePoint Document Editor Option: Choose the application used for editing documents in SharePoint.
Legal Document Watchers: Assign users or teams to monitor legal document activity.
🧩 Document Merge
Manage Letter of Intent (LOI) token merge documents.
Upload and store LOI templates.
Edit documents using a drag-and-drop token library.
All functional tokens in Deal Manager will populate in the generated document.
❓ Frequently Asked Questions (FAQs)
🔹 SharePoint Integration
Can I prevent certain documents from syncing to SharePoint?
Yes. Use the "Do Not Sync to SharePoint" flag.
How do I map attachments and images to SharePoint folders?
Use the dropdown menus under Attachments and Images in the SharePoint Folder Mappings section.
🔹 NER Templates
How do I upload a new NER calculation template?
Drag and drop the file or select it from File Explorer in the NER Settings section.
🔹 Lease Templates
Can I edit lease templates directly in Deal Manager?
Yes. Click the pencil icon under the "Action" column to open the Document Viewer.
🔹 Signee Configuration
How are signees selected for eSignature?
Once a legal document is created, click "Initiate eSignature Request" to select from configured signees.
Do signature tokens auto-populate?
Yes. Tokens like <<Landlord_Signature>> will automatically place the eSignature field.
🔹 Document Merge
Where can I manage LOI templates?
In the Document Merge section. You can upload, edit, and apply tokens to LOI documents.
❓ Frequently Asked Questions (FAQs)
🔹 Budget & Expense Settings
What is the purpose of the Default Budget Book?
It pulls budget, MLA, and spec lease data across the portfolio.
Can I exclude spec leases from comparisons?
Yes. Use the Exclude Spec Leases from Comparison flag.
🔹 Deal Configuration
When is a deal locked or posted to Voyager?
You can configure specific stages to trigger locking, posting, or workflow attachment.
What is the Free Rent Charge Code used for?
It’s a required Voyager code used for free rent calculations in proposals.
🔹 Commissions & Costs
Can I assign commissions to specific properties?
Yes. You can assign commissions at the property level or company-wide.
What flags are available for cost types?
Default
NER
TI Cost
Concession
CapEx
Disable
🔹 Rent & Lease Types
What’s the difference between Gross and Net lease types?
Gross: No recoveries created in Voyager.
Net: Recovery tab is created with OpEx data.
🔹 Deal Stages
Can I customize deal substages?
Yes. Substages can be edited and mapped to Voyager stages with custom order.
❓ Frequently Asked Questions (FAQs)
🔹 General Settings
What is the Default Leasing Agent used for?
It replaces disabled leasing agents for active deals when no delegate is selected.
Can I change the default dashboard time period?
Yes. Admins can set a default, but users can manually adjust it.
🔹 Feature Flags
What does enabling SharePoint Punchout do?
It redirects the Attachments tab to SharePoint for document access.
Can I allow Month-to-Month proposals?
Yes. Enable the corresponding flag in Deal Settings.
🔹 Expenses and Assumptions
How do Past/Future Active Years affect proposals?
They define the range of years available in the Base Year section.
🔹 Milestones and Risk Levels
Can I create custom milestone templates?
Yes. Milestones can be tied to transaction type, property, or deal type.
What are Risk Level Types used for?
They help track at-risk tenants and customers using color-coded indicators.