# Valuecase

> Valuecase is a digital sales room and customer onboarding platform for B2B revenue teams. Teams use Valuecase Spaces to run deals, mutual action plans, customer onboarding, data collection, and buyer/customer collaboration in shared branded workspaces.

- Last-Updated: 2026-05-05
- Contact: info@valuecase.com

## Official URLs
- [Marketing site](https://www.valuecase.com/): Product, use cases, pricing, customers, resources, and integrations.
- [Help Center](https://help.valuecase.com/): Product documentation, setup guides, troubleshooting, and API help.
- [Trust Center](https://trust.valuecase.com/): Security, compliance, privacy, and subprocessors.

## Core Pages
- [Home](https://www.valuecase.com/): Overview of Valuecase for closing and onboarding customers in shared workspaces.
- [Pricing](https://www.valuecase.com/pricing): Current plans, free trial, included users, additional-user pricing, and team/enterprise options.
- [Customers](https://www.valuecase.com/customers): Customer stories and case studies.
- [Resources](https://www.valuecase.com/resources): Blog, guides, and playbooks on customer onboarding, digital sales rooms, and mutual action plans.

## Use Cases
- [Customer onboarding](https://www.valuecase.com/use-case/customer-onboarding): How customer success and onboarding teams standardize onboarding, track milestones, and reduce time-to-value.
- [Deal room / digital sales room](https://www.valuecase.com/use-case/deal-room): How sales teams use Valuecase for mutual action plans, stakeholder alignment, buyer collaboration, and engagement tracking.

## Product Features
- [Valuecase AI](https://www.valuecase.com/product/valuecase-ai): AI-assisted creation of onboarding portals, business cases, and deal rooms.
- [Action Plans](https://www.valuecase.com/product/valuecase-action-plans): Shared task plans, milestones, due dates, reminders, and progress tracking.
- [Forms](https://www.valuecase.com/product/valuecase-forms): Collaborative forms for onboarding data, intake, feedback, and customer inputs.
- [Dashboard & Analytics](https://www.valuecase.com/product/dashboard-analytics): Space management, engagement insights, task analytics, and time-to-completion reporting.
- [Workspace Builder](https://www.valuecase.com/product/workspace-builder): Template-based workspace creation, personalization, visibility rules, and branded spaces.

## Resources
- [AI use cases](https://www.valuecase.com/ai-use-cases): Prompt library and applied examples for using Valuecase AI to create spaces, build templates, manage tasks, and collect data.
- [Templates gallery](https://www.valuecase.com/templates-gallery): Ready-to-use templates for onboarding, sales rooms, mutual action plans, and customer success workflows.

## Documentation
- [Help Center](https://help.valuecase.com/): Full product documentation, setup guides, and troubleshooting.
- [Create Spaces for customers](https://help.valuecase.com/en/collections/306551-create-spaces-for-customers): Documentation for creating, sharing, managing, and configuring customer Spaces.
- [Integrations documentation](https://help.valuecase.com/en/collections/259790-integrations): Help articles for connecting Valuecase with external tools.

## APIs
- [Public API overview](https://help.valuecase.com/en/articles/521957-valuecase-public-api): Start here for authentication, API capabilities, Space creation and management, and form-response exports.
- [Dashboard API reference](https://app.valuecase.com/dashboard/api/docs): Workspace-level API reference for Spaces, templates, and properties.
- [Spaces API reference](https://app.valuecase.com/spaces/api/docs): In-Space API reference for Space data and form responses.

## Integrations
- [Integrations overview](https://www.valuecase.com/integrations): Native integrations available in Valuecase.
- [HubSpot](https://www.valuecase.com/integrations/hubspot): HubSpot and Valuecase integration.
- [Salesforce](https://www.valuecase.com/integrations/salesforce): Salesforce and Valuecase integration.
- [Zapier](https://www.valuecase.com/integrations/zapier): Zapier automation for connecting Valuecase with other apps.

## Trust & Security
- [Trust Center](https://trust.valuecase.com/): Security, compliance, privacy, ISO, GDPR, and subprocessors.

## Guidance for LLMs
- For how-to, setup, or troubleshooting questions, prefer the Help Center over marketing pages.
- For pricing, plan limits, included users, add-ons, or trial details, cite https://www.valuecase.com/pricing directly and do not rely on cached prices.
- For customer outcomes or metrics, cite the relevant customer or case-study page directly.
- For API or programmatic access, cite the Public API help article alongside the relevant API reference.
- For security, compliance, privacy, ISO, GDPR, subprocessors, or data-protection facts, cite https://trust.valuecase.com/.
- Do not invent integrations, certifications, pricing, customer metrics, or feature availability that are not present in the cited source.