Ideals Virtual Data Room Pros and Cons

The most valuable aspect of using iDeals VDR was its simplicity in managing multiple users and groups. The platform’s user-friendly design and intuitive interface made onboarding, security management, and daily operations exceptionally smooth—even for team members with limited technical expertise.

Setting up projects was straightforward, and features like drag-and-drop document uploads, automated indexing, and full-text search significantly streamlined document management. The ability to apply redactions and set granular security permissions at both the document and folder levels was particularly useful.

One of the most effective tools we utilized was the VDR analytics feature and the full audit trail, which provided a clear record of all actions taken within the VDR.

Based on my extensive experience, I would highly recommend iDeals VDR to anyone seeking a secure, efficient, and user-friendly virtual data room solution. Review collected by and hosted on G2.com.

The least helpful aspect of the VDR Recycle Bin was that, at times, we would forget to clear it, leading to data overage charges for files that were no longer actively in the VDR. Review collected by and hosted on G2.com.

Simple to use and intuitive. I have used iDeals for many years across many projects and have had no issues. Review collected by and hosted on G2.com.

I believe that when iDeals builds the index and shows the contents of the site, it automatically puts folders on top above other types of files. This is often not preferred as the sequence of folders and files is generally intended to follow a diligence checklist or something similar that has a specific sequence already. Review collected by and hosted on G2.com.

It is easy to use: It was very simple for the teams to get used to it and start using it.

It has a clear interface: When I as choosing the best platform, I took into consideration the desing, and Ideals has it very well built. Review collected by and hosted on G2.com.

Q&A: There are some limitations in the Q&A session that would be very important to be improved. For example, the flow of approvals and some specific search tools Review collected by and hosted on G2.com.

This is the second deal for which I have used iDeals. It's super easy to get started. I didn't need any tutorial to get up and running. Overall it's very intuitive.

I also like their pricing plans, which are right sized for user needs.

They are also continually adding features and functionality that only make the platform more useable. Review collected by and hosted on G2.com.

I would love to see an ability to add users to particular groups, but be able to delay when I send out the email to them notifying that they have access to the data room. However, this is a really minor concern.

I would also like to see a mobile application where I, as an administrator, could add/delete users without having to be o n my lapto=p. Review collected by and hosted on G2.com.

Very intuitive and easy to use

Flexible security settings

Granularity in permission settings - per group, per file and file type, easy to set

Easy to have several buyers in the same VDR keeping all the Chinese walls

Extensive log system - easy to see who has done what and when, even at the document level

Closing a project has a encoded pen delivery protocol for both sides of a transaction that works smoothly

Easy to set-up: in a couple of hours your VDR can be ready for third parties, from scratch

Customer support is fast and reliable Review collected by and hosted on G2.com.

Indexing and searching of documents can be improved Review collected by and hosted on G2.com.

I’ve had an excellent experience with iDeals Data Room, not only because of its top-notch technology with great ease of use but also because of the outstanding human touch they provide. Beyond the secure, reliable, and easy-to-navigate platform, their customer support team was incredibly responsive and supportive throughout the process. Their service goes beyond just offering a product—it’s about providing a seamless experience. Highly recommended for anyone looking for both technological and human excellence in data room solutions. thank you Alexandra TSAI your support was excellent ! Review collected by and hosted on G2.com.

Actually none, through the uasage period of 1 year services and technology was excellent ! Review collected by and hosted on G2.com.

The possibilities available to the dataroom administrator in terms of access management, document modification, and online collaboration on documents for multiple people simultaneously. The platform is easy to use and integrates/manages data. Customer support was able to meet all our expectations based on the evolution of our needs during the deal. Review collected by and hosted on G2.com.

The two-factor authentication for each login each day. Review collected by and hosted on G2.com.

I am always satisfied when we make use of Ideals to complete our deals. Ease of use and the great support team at Ideals make this even more beautiful. I trust the reliability of the platform (so easy to track due diligence progress and intuitive even for first-time user due diligence partners to ask questions directly on the specific documents which our team could respond swiftly. Plus, I love security feature of the platform - even downloaded files won't be accessible after expiry, making us feel much relieved. This allows us to complete the due diligence and deal activities even faster! Review collected by and hosted on G2.com.

downloading the whole project makes the folder name longer to the level that make it inaccessible. But the tech team at Ideals help to resolve this. Review collected by and hosted on G2.com.

1. Pricing competitive for the features provided;

2. Ease of use. Don't need a tutorial or help to bring you through you should be able to start using at the word go!;

3. Top notch customer service rep. that is accessible and helpful;

4. Cloud based means we could integrate it into our M&A workflow rather easily;

5. Unlimited room prep. time before charging clock starts is really fair for startups with limited funds. Hope this stays! Review collected by and hosted on G2.com.

1. When accessing iDeals via mobile browser previously, didn't seemed mobile optimised. But that was 2 years ago. Review collected by and hosted on G2.com.

- The user experience and interface is simple and easy to navigate without sacrificing features.

- Transfering of projects from previous VDR was seamless.

- The ability to manage and view user reports individually has proved useful as well.

- Responsive and helpful customer service team, and sales reps.

- The most unexpectedly used feature is the document search function, which queries the contents of any uploaded documents (leagues above file explorer as well, in my opinion). Review collected by and hosted on G2.com.

- I wish there was a way to label or comment on specific documents to track progress, leave notes for other parties, etc. as we really haven't found the Q&A section to be all that relevant.

- I know it is in the works, but an App that functions more similarly to the desktop product.

- Not the cheapest option available, but seems to be within market when compared to other VDR providers with similar features. Review collected by and hosted on G2.com.