iDeals Virtual Data Room Features

iDeals Virtual Data Room

Secure document sharing and financial communication services

4.8/5 (235 reviews)

Competitor Feature Comparison

API
Access Controls/Permissions
Accounting Integration
Active Directory Integration
Activity Tracking
Alerts/Notifications
Application Management
Audit Management
Audit Trail
Authentication
Automatic Backup
Bankruptcy Case Management
Bulk Uploading
Collaboration Tools
Customizable Branding
Data Connectors
Data Security
Data Storage Management
Data Synchronization
Digital Signature
Document Classification
Document Generation
Document Management
Document Review
Document Storage
Drag & Drop
Electronic Signature
Email Management
Encryption
File Management
For Lawyers
Full Text Search
HIPAA Compliant
Knowledge Base Management
Legal Forms Library
Messaging
Microsoft Outlook Integration
Mobile Access
Multi-Factor Authentication
Q&A Management
Real Time Notifications
Reporting/Analytics
Role-Based Permissions
SSL Security
Search/Filter
Secure Data Storage
Secure File Viewer
Secure Login
Single Sign On
Tagging
Two-Factor Authentication
Watermarking
Visit WebsiteCompare App
API
Access Controls/Permissions
Accounting Integration
Active Directory Integration
Activity Tracking
Alerts/Notifications
Application Management
Audit Management
Audit Trail
Authentication
Automatic Backup
Bankruptcy Case Management
Bulk Uploading
Collaboration Tools
Customizable Branding
Data Connectors
Data Security
Data Storage Management
Data Synchronization
Digital Signature
Document Classification
Document Generation
Document Management
Document Review
Document Storage
Drag & Drop
Electronic Signature
Email Management
Encryption
File Management
For Lawyers
Full Text Search
HIPAA Compliant
Knowledge Base Management
Legal Forms Library
Messaging
Microsoft Outlook Integration
Mobile Access
Multi-Factor Authentication
Q&A Management
Real Time Notifications
Reporting/Analytics
Role-Based Permissions
SSL Security
Search/Filter
Secure Data Storage
Secure File Viewer
Secure Login
Single Sign On
Tagging
Two-Factor Authentication
Watermarking
Visit WebsiteCompare App
API
Access Controls/Permissions
Accounting Integration
Active Directory Integration
Activity Tracking
Alerts/Notifications
Application Management
Audit Management
Audit Trail
Authentication
Automatic Backup
Bankruptcy Case Management
Bulk Uploading
Collaboration Tools
Customizable Branding
Data Connectors
Data Security
Data Storage Management
Data Synchronization
Digital Signature
Document Classification
Document Generation
Document Management
Document Review
Document Storage
Drag & Drop
Electronic Signature
Email Management
Encryption
File Management
For Lawyers
Full Text Search
HIPAA Compliant
Knowledge Base Management
Legal Forms Library
Messaging
Microsoft Outlook Integration
Mobile Access
Multi-Factor Authentication
Q&A Management
Real Time Notifications
Reporting/Analytics
Role-Based Permissions
SSL Security
Search/Filter
Secure Data Storage
Secure File Viewer
Secure Login
Single Sign On
Tagging
Two-Factor Authentication
Watermarking
Visit WebsiteCompare App

Mobile apps

iOS App


7 reviews

Requires iOS 11.0 or later. Compatible with iPhone, iPad, and iPod touch.

Android App


83 reviews

iDeals Virtual Data Room Feature Reviews

25 reviewers had the following to say about iDeals Virtual Data Room's features:

Hadi H.

Excellent product for the price offered

2019-11-22

Using Virtual Data Room to ease the process of remote third parties’ due diligence processes and be in control of total users permissions and access to data.

Pros

User friendly. Easy to learn on the go.

Cons

Basic package has only 1Gb in capacity only

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Rok U.

Great VDR tool

2019-11-04

The tool is easy to use and easy to monitor the progress of uploaded documents as well as the access to the documents.

Pros

The projects in iDeals VDR are easy to set-up as well as uploading the documents is no-brainier.

Cons

Setting up the users and collaboration is a bit tricky if adding new folders -> make sure to review document permissions settings when adding new folders

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Yotam N.

Perfect VDR Software

2019-11-01

It is a great virtual data room software.

Pros

User-friendly, easy to use and custom according to your need, very easy to upload files in the hierarchy you wish to have, easy to add users, grant them permissions and view reports about their activities.

Cons

For specific report types, I sometimes needed their customer support services since I did not understand how to generate them, but they responded quickly so eventually I managed to solve the issue.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Matthew P.

Useful transactional system

2019-09-17

Pros

It has enough controls to manage access limitations for various users.

Cons

It takes quite a long time to upload each segment of the data room when using drag and drop format.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Eric W.

iDeals CIO Review

2019-07-09

This is solving my due diligence opportunities with legal, financial and hr internal and external. Very happy with the platform, just need to work on the clone capability.

Pros

I like the ability to control the content sharing of this application, notification and reporting of my various data rooms.

Cons

The ability to clone or copy a data room and rename isn't up to speed with conventional applications of this kind.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
A verified reviewer
Verified Reviewer

Easy to use

2017-05-15

Pros

- It generates various types of reports based on users, usage, views - Ability to restrict viewership and access at various control levels - Easy data uploads, downloads - Categorization of data - Value for money - Good security controls

Cons

- not much to dislike - more expensive than other cloud applications such as box - ease in report generation and saving of these reports

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Occasionally

Likelihood to recommend

10/10
Source: GetApp
Helpful?   Yes   No
Read more
Peter W.

Professionalization made easy

2020-02-05

Secure data exchange with individual access control for Real estate sale.

Pros

User-friendly and intuitive platform. Individually adjustable security levels

Cons

Highly professional presentation and functions.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Stene Johann O.

Used iDeals for Due Dilligence

2019-11-15

We had a great time using it as it was foolproof to upload documents and contribute access rights.

Pros

Easy uploading and management of access rights.

Cons

Again, It's a breeze, no downside that I could see so far.

Rating breakdown

Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Emmy-Lou P.

iDeals review

2020-12-08

I’ve used a lot of different data room software and iDeals is the most user friendly.

Pros

It’s very easy to organize your data room in a way that helps investors easily find what they are looking for and navigate through high volumes of information.

Cons

Uploading files took a long time because they cannot be dragged and dropped from another secure site.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Patrick H.

iDeals Review

2020-04-23

Good platform

Pros

Easy to use and access, platform is user friendly

Cons

Running reports on user activity could be more comprehensive

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Mark W.

iDeals Virtual Data Room Review

2020-10-01

We also use our data room to communicate with external parties. iDeals makes the experience easy for all parties.

Pros

We are often sharing access with external parties, and we rarely need to answer questions about how to use the software.

Cons

Some of the reporting features are not quite as intuitive as other aspects of the software.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
GILMAR P.

Easy to use and deliver all benefits

2019-11-25

The cellphone App is a great gadget to follow all the material on the drive, notifications are important and keep the whole team up-to-date on every(or not) simgle update.

Pros

Synchronization is another great feature of the VDR, works very well.

Cons

App could include upload files instead of only view options.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
William L.

Review for internal corporate M&A activities

2019-07-01

We are using the iDeals VDR for sell-side M&A activity, intellectual property/patent application usage, and for some partnering activity and some business dispute/litigation.

Pros

Activating/deactivating and changing permissions is easy to administer.

Cons

There has been very little concern with iDeals VDR. In addition to our internal usage, our bankers, lawyers, due-diligence consultants and sales partners are all regular users - and we have not had a single issue or hiccup with the platform.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Harsh S.

Amazing

2020-12-08

Amazing, the software as well as the team (both Support & Sales) at Ideals was way to helpful.

Pros

1. Data Security 2.

Cons

User reports should be more concised and crisp

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Jaimin S.

Great product with great features!

2020-03-24

Pros

The best feature in the iDeals data room is sharing the confidential documents with the external parties in a way that they cannot download/print the documents.

Cons

I could not find any cons for this product.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Hemant A.

Review by Hemant

2020-02-05

Pros

Ease of use and setup, navigation and monitoring.

Cons

Competitor products have added functionalities around user/usage information, I am not sure if similar data is provided by iDeals.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Malte H.

Easy & comprehensive

2019-10-31

Offers what is needed to manage data access to various parties in a professional manner and very effectively.

Pros

Ease of use Setup User Interface Functionalities tailored to needs

Cons

Pricing could be optimized regarding usage & frequency of access

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Pablo C.

Tried iDeals several times and going to use it again

2017-08-01

Data room for huge data with limit acces of every involved person.

Pros

- Very fast on mobile - No skills requied, very simple for understanding - User-friendly interface, good design - Average market price - Great scrupulous level of customization - Bulk uploading

Cons

There is still features issue, but you can handle it with support or update your subscription plan.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Monthly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Ian M.

iDeals for Entrepreneurs

2019-08-29

While we typically use SharePoint/Azure or DropBox for data sharing, transactional needs necessitate something much more robust in access rights and tracking. iDeals seems to be the best bang for the buck at this need and hasn't failed us.

Pros

Control of documents and data and ability to segregate access rights is excellent.

Cons

The interface could be better.

Rating breakdown

Value for money
Ease of use
Features

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
David M.

Medical Practice Data Infrastructure

2019-07-02

Pros

Group and individual level differential permissions. Ease of use.

Cons

There needs to be a way to track total amount of data/space used.

Rating breakdown

Value for money
Ease of use
Features

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Samuel C.

Very intuitive and easy to use

2017-03-15

The system's register of logging and activities are great to keep control of what is happening.

Rating breakdown

Value for money
Ease of use
Features
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Michael F.

iDeals Virtual Data Room

2020-12-08

We needed (and continue to need) a data room to share sensitive business information with third-party partners and potential partners.

Pros

Creating access for third-parties was easy on both ends.

Cons

One area that I personally found a little challenging was moving documents from one folder to another. To me it wasn't always intuitive, so I created my own, clunky, way to get documents from one place to another.

Rating breakdown

Ease of use
Features

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Carla L.

iDeals Virtual Data Room

2019-11-01

Due diligences. sharing information.

Pros

,clear level of controls and access, possibility to export the data.

Cons

nothing that I can think of right now! The software does what I was expecting from it!

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Brigitte L.

Easy to use and really flexible

2020-04-23

iDeals helps us to share documents and information with potential investors and related parties. I can easily authorise new users accesses with different levels of viewing/editing privileges and track their activities.

Pros

It also offers a lot of tools to track the users activities.

Cons

I don't think iDeals has any particular cons

Rating breakdown

Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Monthly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Jeff H.

The Best Choice

2015-11-16

In addition, their diverse reporting system is extremely helpful when you need some analytical data about your VDR.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more