# Conformed deals Help Center | LeasePilot [Help index](/resources/help#step-throughs)03 · Draft Step-through # Conformed deals Save a negotiated lease as a template so the next deal starts where the last one ended. Workflow Draft Format Reference Read time 2 min Walkthrough in production We’re still drafting this one. For a live walkthrough on your forms, ask the team that built your platform. 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: 1. 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. 2. 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. > Note**Snapshot, 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](/resources/help/demos/forms) admin screen. For the structured fields that get pre-populated when a drafter picks a conformed deal, see [deal terms](/resources/help/demos/deal-terms). See also ## Adjacent step-throughs [Full index](/resources/help#step-throughs) 1. [01 Forms Your form templates and conformed deals — every starting point for a new draft, on one screen. Admin](/resources/help/demos/forms) 2. [02 Manage buildings Edit building details, update landlord info, and know when to loop in your implementation team. Admin](/resources/help/demos/building-management) 3. [03 Deal terms Fill structured fields on the right; the document on the left re-writes itself. Draft](/resources/help/demos/deal-terms) 4. 04 Draft a retail lease Walk through drafting a retail lease, including percentage rent and use clauses. Forthcoming 5. 05 Add a co-tenancy provision Add an opening or ongoing co-tenancy provision with triggers and remedies. Forthcoming Sign-off ## See it on your forms, not a generic demo. A 30-minute walkthrough, built around your forms, your clauses, and your deal logic. [Schedule a demo](/demo)[Already on LeasePilot? Contact your team](/company/contact?type=support)