--- title: Deal Default Settings description: Deal Default Settings --- [Skip to content](https://support.dealius.com/knowledgebase/deal-default-settings#main-content) [Submit a Support Request](https://support.dealius.com/knowledgebase/kb-tickets/new?hsLang=en-us) [![Screenshot 2025-01-09 at 6.32.09 PM](https://support.dealius.com/hs-fs/hubfs/Screenshot%202025-01-09%20at%206.32.09%20PM.png?width=192&height=61&name=Screenshot%202025-01-09%20at%206.32.09%20PM.png)](https://dealius.com/) Open main navigation Close main navigation - [Submit a Support Request](https://support.dealius.com/knowledgebase/kb-tickets/new) - [Contact us](https://support.dealius.com/knowledgebase/kb-tickets/new) [Contact us](https://support.dealius.com/knowledgebase/kb-tickets/new?hsLang=en-us) How can we help you? - There are no suggestions because the search field is empty. 1. [Dealius Knowledge Base](https://support.dealius.com/knowledgebase?hsLang=en-us) 2. [User Guide](https://support.dealius.com/knowledgebase/user-guide?hsLang=en-us) 3. [System Settings](https://support.dealius.com/knowledgebase/user-guide?hsLang=en-us#system-settings) # Deal Default Settings ## A reference guide to all deal-related configuration options available under Admin \> System Settings \> Deal Default Settings. **Permissions** | Setting | Description | | --- | --- | | Show Brokers Across All Offices | When ON, users can add any broker from any office to a deal. When OFF, the broker list is restricted to the deal's assigned office. | | Allow Brokers to Delete Deals | ON by default. When OFF, only System Admins and Office Admins can delete dead deals. | | Allow Brokers to Delete Documents | ON by default. When OFF, only System Admins and Office Admins can delete documents on deals and listings. | | Allow Brokers to Print Invoice Prior to Closing Deal | ON by default. When OFF, brokers cannot download or print an invoice until the deal is closed. | | Allow Admin Assistant to Delete Documents | OFF by default. When OFF, only System Admins and Office Admins can delete documents on deals and listings. | | Allow Assistants to Print Invoices Prior to Deal Closing | OFF by default. When ON, Admin Assistants can see the Print Invoice option on the deal abstract for active and pending close deals. | | Billing Preference Required to Close Deal | When set to Yes, the Billing Preference field must contain a value before a deal can be submitted for closing. |   ![](https://support.dealius.com/hs-fs/hubfs/image-png-Apr-17-2026-12-43-08-5268-PM.png?width=670&height=364&name=image-png-Apr-17-2026-12-43-08-5268-PM.png) Here's the rewritten version based on the document and both screenshots: --- **Deal Default Settings** *A reference guide to all deal-related configuration options available under Admin \> System Settings \> Deal Default Settings.* --- **Permissions** | Setting | Description | | --- | --- | | Show Brokers Across All Offices | When ON, users can add any broker from any office to a deal. When OFF, the broker list is restricted to the deal's assigned office. | | Allow Brokers to Delete Deals | ON by default. When OFF, only System Admins and Office Admins can delete dead deals. | | Allow Brokers to Delete Documents | ON by default. When OFF, only System Admins and Office Admins can delete documents on deals and listings. | | Allow Brokers to Print Invoice Prior to Closing Deal | ON by default. When OFF, brokers cannot download or print an invoice until the deal is closed. | | Allow Admin Assistant to Delete Documents | OFF by default. When OFF, only System Admins and Office Admins can delete documents on deals and listings. | | Allow Assistants to Print Invoices Prior to Deal Closing | OFF by default. When ON, Admin Assistants can see the Print Invoice option on the deal abstract for active and pending close deals. | | Billing Preference Required to Close Deal | When set to Yes, the Billing Preference field must contain a value before a deal can be submitted for closing. | --- **Deal Closing** | Setting | Description | | --- | --- | | Allow Closing Deals with $0 Commission | OFF by default. When ON, deals can be closed with $0 or no payments. No accounting items are generated. A confirmation prompt appears: *"Are you sure you want to close this deal without payments? No accounting data will be generated."* For this feature to work, you need to **disable "Payment Required to Close Deal" toggle**. | | Payment Required to Close Deal | When ON, at least one payment greater than $0.00 must be included before brokers can close a deal. Does not apply to other user roles. | | Deal Source Required to Close Deal | OFF by default. When ON, the Deal Source field must contain a value before a deal can be submitted for closing. | | Billing Preference Required to Close Deal | When ON, the Billing Preference field must be filled in before closing. | | Confidential Warning | Enabled by default. When ON, the Confidential pop-up appears during the deal approval/closing process for Office Admins and Managers. When OFF, the pop-up is suppressed. The toggle still appears on the deal abstract but is disabled by default. | | Property Details Required to Close Deal | Multi-select. Fields selected here must be completed before a deal can be closed. Options: City, State, Zip Code, Square Feet *(excludes Other Rep deals)*, Property Type *(includes Space Type if a space is used)*, Submarket, No. of Units *(Multi-Family only)*. | | Landlord Contact Details Required to Close Deals | Multi-select. Fields selected here must be completed in the Landlord Contact Details section before closing. Options: First Name, Last Name, Title, Email Address, Office Phone, Mobile Phone. | --- **Lease Deals** | Setting | Description | | --- | --- | | Generate Payment for Lease Deal | When ON, the Estimated Close Date auto-fills the first Estimated Payment Date during deal creation, and a 100% payment is auto-generated. | | Enable Annual $/SF Rep Fee for Lease Calculator | When ON, adds an *Annual $/SF* option to the Rep Fee dropdown in the Lease Calculator. Formula: *Annual $/SF Rep Fee × SF ÷ 12 × Months in the period.* | | Default Effective Rate Type to Rent Schedule | OFF by default. When ON, the Effective Rate displays as SF/MO instead of SF/YR when the rent schedule uses Rate per SF per Month. | | Fields Required to Close Deal | Multi-select. Fields selected here must be completed before a lease deal can be closed. Options include Base Rate (Additional Transaction Info), Additional Lease Type, and NNN per SF (for Industrial properties). | --- **General** | Setting | Description | | --- | --- | | Generate Payment for Sale Deal | When ON, the Estimated Close Date auto-fills the first Estimated Payment Date during deal creation, and a 100% payment is auto-generated. | | Enable Discount | Enables or disables the ability to apply a discount to the total deal commission. | | Contract Deadlines Report | When ON, the Contract Deadlines PDF can be downloaded from the Deal Abstract for Sale deals. | | Enable Sales Tax | Enables or disables sales tax on receivables. When enabled, a Sales Tax button appears on each deal allowing a % value to be entered. Tax is applied to all payments and reflected on invoices and receivables as part of Amount Due. Does not affect payables, Broker Net, or House Net. | | House Referral | Sets the default value of the House Referral toggle in Transaction Information on the deal profile. | | Display Outside Gross Separate From House Gross | When ON, House Gross includes only internal broker grosses regardless of outside broker payment arrangements. Affects the deals list, deal profile sidebar, accounting sidebars, and accounting reports. | | Display Invoice Instructions on Deal Abstract | Controls whether the Invoice Instructions field is displayed on the deal abstract. | | Add Deal Button Default Rep Types | Multi-select. Restricts which rep types appear in the Add Deal dropdown. At least one must be selected. Options: Tenant Rep, Landlord Rep, Buyer Rep, Seller Rep, Other Rep. | | Billing Preference | Multi-select default value for the Billing Preference field. Options: Email, Hand Deliver by Broker, Mail to Billing Address, Managed Property. | | Display on Deal Abstract | Controls whether Vendor Contacts, Other Contacts, or neither are shown on the Deal Abstract and Full Abstract print view. | | Fields Required to Create a Deal | Multi-select. Fields that must be completed before a deal can be created. Visible options include Commission % and House Broker. | | Enable Current Split Display on Deal Abstract | Available only when splits are calculated based on Payment Date. When enabled, a **Show Current Split** toggle appears on the deal abstract, displaying the broker's current split tier based on their paid cumulative gross. Also adds a personalized preference under *User Settings \> Preferences*. Does not affect any other commission figures. | ![](https://support.dealius.com/hs-fs/hubfs/image-png-Apr-17-2026-12-43-34-9286-PM.png?width=670&height=348&name=image-png-Apr-17-2026-12-43-34-9286-PM.png) **Office Settings** Office-level defaults for lease-related fields. Select the **Office** from the dropdown, then configure the following defaults. These values apply on lease deal profiles and lease comp profiles under Additional Transaction Information. | Field | Options | | --- | --- | | Lease Rate Type | Per Year or Per Month | | Free Rent | Amount or Months | | TI Allowance | Blank, SF/MO, or SF/YR | | Avg Escalation | %, $/SF per Month, or $/SF per Year | | OPEX | %, $/SF per Month, or $/SF per Year | - [User Guide](https://support.dealius.com/knowledgebase/user-guide?hsLang=en-us#main-content) - [People](https://support.dealius.com/knowledgebase/user-guide?hsLang=en-us#people) - [Comps](https://support.dealius.com/knowledgebase/user-guide?hsLang=en-us#comps) - [Tracker](https://support.dealius.com/knowledgebase/user-guide?hsLang=en-us#tracker) - [Closing & Deleting a Deal](https://support.dealius.com/knowledgebase/user-guide?hsLang=en-us#closing-deleting-a-deal) - [List of Deals](https://support.dealius.com/knowledgebase/user-guide?hsLang=en-us#list-of-deals) - [System Settings](https://support.dealius.com/knowledgebase/user-guide?hsLang=en-us#system-settings) - 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