When a national tenant negotiates a set of clauses you've fought over for months — assignment language, exclusivities, indemnity carve-outs, the works — the next time they sign with you, those terms travel with them. Without a way to capture that, your team starts every new lease from the form and stitches the negotiated language back in by hand. A conformed deal captures the negotiated document as a template so the next draft starts from it instead.
01What gets saved
A conformed deal is a snapshot of one document at one point in time. Two things carry over:
- Every change to the document body — clauses you added, removed, or rewrote during negotiation.
- Every deal term — rent schedule, escalations, option windows, restrictions, all the structured values you set on the original draft.
What doesn't carry: the building. This is the part that makes a conformed deal useful. The original document was drafted against a specific property, but the conformed deal is detached from that building when you save it. The next time the same tenant signs with you, you can start a new lease against the conformed deal at any building in your portfolio.
02Saving one
Two paths into the same place:
- i.From a document. Open the lease, click the ⋯ menu in the toolbar, and pick Save as Conformed Deal. Useful in the moment, when you've just finished a deal and want to lock the language in before anyone else edits the file.
- ii.From the admin area. Open Forms in the admin area; the Conformed Deals section there lists every saved deal, lets you rename or delete them, and the + New Conformed Deal button starts one from any document in the system.
03Drafting from a conformed deal
When your team starts a new document, the conformed deal appears alongside your form templates as a starting point. Pick it instead of the form, choose the new building and tenant, and the draft begins with the negotiated terms — not the firm's default form. The new draft is editable like any other lease; the conformed deal stays intact.
NoteSnapshot, not link. A conformed deal is a frozen copy of the document at the moment you saved it. Later edits to the original lease don't flow into the conformed deal, and vice versa. If a negotiation keeps moving after you save, save a new conformed deal at the new state — they're cheap to create.
The conformed deals themselves are managed alongside form templates on the Forms admin screen. For the structured fields that get pre-populated when a drafter picks a conformed deal, see deal terms.