Ideals Virtual Data Room Reviews (856)

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Ideals Virtual Data Room Reviews (856)

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4.7
856 reviews

What do users say?

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Users consistently praise the ease of use and intuitive interface of Ideals Virtual Data Room, highlighting how it simplifies document management and collaboration. The platform's strong security features and effective permission controls enhance user confidence, making it suitable for sensitive projects. However, some users note that the pricing can be high for smaller teams.

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JR
Jakob R.
Financial Analyst
Small-Business (50 or fewer emp.)
"Visually Stunning Data Room with Game-Changing Engagement Insights"
5/5
What do you like best about Ideals Virtual Data Room?

I really appreciate the ideals' user experience; it's visually appealing and far superior to many other data rooms we've used. The home page dashboards and metrics make it easy to track engagement, giving us quick insight into who’s actively interacting with our shared materials. The ability to see how much time participants spend in the data room and on specific documents is a game changer. It helps us identify serious interest early and prepare more effectively for upcoming meetings. Review collected by and hosted on G2.com.

What do you dislike about Ideals Virtual Data Room?

It would be nice if it was possible to copy the link to gain access to the specific data room so I could personally send it along to people if they are having issues with receiving the direct email from iDeals. Review collected by and hosted on G2.com.

Response from Eloisa Tavares of Ideals Virtual Data Room

Happy to hear that Ideals helps you track engagement and spot real interest through dashboards and document insights. It’s great that this makes your meetings and diligence process more efficient.

While we do not provide a single direct project link for access, users who have been invited can bypass email delivery issues by navigating directly to the sign-in page to initiate self-registration and verify their identity via a one-time code – https://helpcenter.idealsvdr.com/en/articles/9706247-simple-self-registration. Please let us know if you need any help.

Verified User in Manufacturing
TM
Verified User in Manufacturing
Enterprise (> 1000 emp.)
"iDeals VDR Streamlines Sensitive Projects with Robust Permissions"
5/5
What do you like best about Ideals Virtual Data Room?

iDeals VDR has completely transformed how our company manages sensitive projects. The workflow automation has drastically streamlined our day-to-day operations, eliminating manual bottlenecks and saving our team hours of administrative work. Additionally, the granular user permissions are incredibly robust. They allow us to precisely control who sees what, ensuring strict data security and compliance without slowing down our external partners. It provides the perfect balance of efficiency and airtight control. Review collected by and hosted on G2.com.

What do you dislike about Ideals Virtual Data Room?

The interface has a slight learning curve for external users who have never used a virtual data room before, but the platform's overall utility far outweighs this minor hurdle. Review collected by and hosted on G2.com.

Response from Eloisa Tavares of Ideals Virtual Data Room

Really great to hear Ideals has been saving your team hours of admin work and keeping sensitive projects under control.

Verified User in Pharmaceuticals
AP
Verified User in Pharmaceuticals
Enterprise (> 1000 emp.)
"Easy, Organized Platform — Secure Document Sharing, Permissions & Activity Tracking"
5/5
What do you like best about Ideals Virtual Data Room?

The platform is easy to use and well organized. I especially like the secure document sharing, permission controls, and the ability to track user activity. It makes collaboration much more convenient and efficient. Review collected by and hosted on G2.com.

What do you dislike about Ideals Virtual Data Room?

Overall, I don’t have any major complaints. If anything, the interface could be a bit more user-friendly, and navigation could be simplified for first-time users. Review collected by and hosted on G2.com.

Response from Eloisa Tavares of Ideals Virtual Data Room

Secure document sharing with proper permission controls is what Ideals is built for, so it is great to hear it has been making collaboration more efficient for your team. Your feedback about simplifying navigation for first-time users is very important to us. We're continuously working to make our interface as intuitive as possible while supporting the wide range of features our product.

Verified User in Medical Devices
AM
Verified User in Medical Devices
Small-Business (50 or fewer emp.)
"Easy Setup and Intuitive Document & User Management in Ideals Data Room"
4.5/5
What do you like best about Ideals Virtual Data Room?

Easy to set up and operate a new data room and very intuitive to add documents, add users, etc. Review collected by and hosted on G2.com.

What do you dislike about Ideals Virtual Data Room?

I do not see any significant downsides to the Ideals data room. However, one issue is that in order to obtain a Corporate iDeals account I was forced to undertake a subscription at a higher cost that includes many capabilities that I do not need. Review collected by and hosted on G2.com.

Verified User in Renewables & Environment
AR
Verified User in Renewables & Environment
Enterprise (> 1000 emp.)
"Excellent Organization: Smart Indexes, Navigation, and Powerful Document Search"
5/5
What do you like best about Ideals Virtual Data Room?

I think the main point is the organization feature as a whole: indexes, navigation and facility to access documents and even search inside them, including pdf and scanned files. Review collected by and hosted on G2.com.

What do you dislike about Ideals Virtual Data Room?

One thing I’ve struggled with is changing indexes in bulk. I know there’s an option to download the structure in Excel and change folder names, but it would be helpful to have an option to change indexes as well. For example, I wanted all subfolders named “PPA Contracts” to be set to final index 2 in every folder where they appear. That said, this is a fairly specific request and doesn’t affect the overall usability of the tool much. Review collected by and hosted on G2.com.

Response from Eloisa Tavares of Ideals Virtual Data Room

Really glad the organization features, document search and indexed scanned files have all been working well. Your suggestion about bulk index editing is really valuable and part of our roadmap for upcoming future.

Adriaan v.
AV
Adriaan v.
Financial Analyst
Small-Business (50 or fewer emp.)
"Best-in-Class, User-Friendly Platform for Custom Redaction and Deal Control"
4.5/5
What do you like best about Ideals Virtual Data Room?

The user-friendliness and the ability to customize redaction and protect documents are very well developed. We like the platform’s ability to control all aspects of the deal structure and the document flow. Best of class. Review collected by and hosted on G2.com.

What do you dislike about Ideals Virtual Data Room?

To be honest, not much. At first, I suppose you can feel overwhelmed by all the functionality, but after spending some time with the platform, you start to learn all the ins and outs. Review collected by and hosted on G2.com.

Response from Eloisa Tavares of Ideals Virtual Data Room

Great to see that the redaction, access controls, and versioning features are helping you manage confidentiality and stay in control throughout due diligence.

SL
Suzan L.
Administration Manager
Enterprise (> 1000 emp.)
"Secure Investor Document Sharing Made Easy with Ideals Virtual Data Room"
5/5
What do you like best about Ideals Virtual Data Room?

I use Ideals Virtual Data Room to share documents securely with customers. The AI helper and support team quickly assist me with any issues, making it easy to use. Review collected by and hosted on G2.com.

What do you dislike about Ideals Virtual Data Room?

At first, we didn't realize that a project means a data room. We thought our company was a data room, and we could create unlimited projects. It would be better to explain this in the contract. Also, when using the additional functions, a reminder would be helpful. Review collected by and hosted on G2.com.

Response from Eloisa Tavares of Ideals Virtual Data Room

Thank you for your review! We're happy to hear that secure document sharing and our support team have been helpful. We also understand the confusion around “projects” vs. data rooms and will work on making this clearer upfront, including in contracts.

PG
Paolo G.
Enterprise (> 1000 emp.)
"User-Friendly and Efficient with Responsive Support"
4.5/5
What do you like best about Ideals Virtual Data Room?

I really like that Ideals Virtual Data Room is a very easy platform to use and very user-friendly. The support is available 24/7, which is great even though I haven't needed to use it yet so much. I appreciate the option to set up data rooms ourselves based on the guidelines we provide, and I find it useful that I can manage things independently. The help and support system is quite efficient and very fast, which is important to me. I specifically appreciate the support that our Customer Support Contact provide us (Adriana de Villar) and also the first contacts I had with Giovanni Pizzirani. Review collected by and hosted on G2.com.

What do you dislike about Ideals Virtual Data Room?

I think it would be very useful if Ideals Virtual Data Room could automatically generate an Excel file that keeps count of document submissions when creating a data room or subfolder. It would help track which files have been submitted or still need to be submitted, providing an automatic checklist with file names and tracking numbers. I also believe that would not be bad if the same instructions could be provided even through the voice of the user, in the era of the massive usage of the AI tools. Review collected by and hosted on G2.com.

Response from Eloisa Tavares of Ideals Virtual Data Room

Thanks so much for the great feedback! We are glad the platform is working well for your document sharing with regulators and that our 24/7 support has given you peace of mind.

We already offer a Due Diligence Checklist feature that helps track required documents and their status. That said, we agree there’s room to make this even more intuitive, especially with more automation and smarter tracking, and it’s something we’re actively looking to improve going forward.

Matthias B.
MB
Matthias B.
CEO
Mid-Market (51-1000 emp.)
"Intuitive and Secure Data Management"
5/5
What do you like best about Ideals Virtual Data Room?

I really like that the user experience with Ideals Virtual Data Room is very simple and intuitive, making it easy to use for both users and admins. I don't need to spend a lot of time learning the tool, and everyone can use it quickly without a lot of training. This lowers the barrier to entry and reduces my costs . It also looks very professional, which is important for our brand. Finally, it allows us to easily control access, and makes it easier to track what people have been looking at and downloading. Review collected by and hosted on G2.com.

What do you dislike about Ideals Virtual Data Room?

One thing that could help is if we could migrate some users from one project to another. For example, if I have a user group in one project, I don't want to copy-paste or set up a new user group in another project, which would save me some time and effort. It comes at a premium price which is challenging for early stage companies. Review collected by and hosted on G2.com.

Response from Eloisa Tavares of Ideals Virtual Data Room

Thanks for the thoughtful feedback! It is great to know the platform is easy to adopt and helps you stay on top of access control and document tracking.

We totally agree that the user group migration can valuable to save time and avoid repetitive setup, and this is something we’re considering for future improvements.

Ismail H.
IH
Ismail H.
Mid-Market (51-1000 emp.)
"Impressive VDR: Organized, Detailed, and Versatile"
5/5
What do you like best about Ideals Virtual Data Room?

I find Ideals Virtual Data Room very easy to use and well-organized, which allows me to manage all the details I expect in a data room. Managing the VDR on both mobile and desktop offers great flexibility. I appreciate being able to perform very detailed levels of analysis, seeing when people read documents, how much time they spend on them, and getting reports. I also value the functionalities at a detailed level, including excluding or allowing people to certain documents. Overall, it's very impressive compared to other virtual data rooms I've used before. The customer service is great, providing excellent support both in sales and operations interactions. The initial setup was also very easy for my team. Review collected by and hosted on G2.com.

What do you dislike about Ideals Virtual Data Room?

The commercial structure is very, very expensive, and it would be helpful to bring down costs. Review collected by and hosted on G2.com.

Response from Eloisa Tavares of Ideals Virtual Data Room

Thanks for the kind words and the great overview of how you are using the platform! Supporting a SPAC transaction with entities across two countries and a 1.32 gigawatt project is exactly the kind of use case we love to hear about.

We are glad the analytics and access control features have met your expectations.We are always looking for ways to deliver more value and feedback like yours helps us do that!