iDeals

4.9
Leader in ease of use
4.7/5
4.8/5
4.8/5

About iDeals Virtual Data Room

iDeals user rating

Ease of use 4.7
Quality of support 4.8
Value for money 4.6
Would buy again 4.9

iDeals is a customer-oriented virtual data room provider that ensures impeccable customer service, ease of use, and bank-grade security. With the help of such features as built-in redaction, granular access control, and advanced Q&A workflows, iDeals helps businesses to grow, stand out, and be effective and profitable. iDeals is extremely easy to set up and customize, and their 24/7 customer support is always there to make user experience spotless via in-app chat, phone, and email.

An iDeals virtual data room aims to make users’ businesses more efficient and profitable. Such a business- and customer-oriented attitude is clear from the company’s mission statement — “creating more prosperity in the world by accelerating high-stake business decisions.”

The company is headquartered in London, England. However, iDeals also has offices in New York, Dubai, Hong Kong, Kyiv, São Paulo, and Melbourne. 

iDeals users indicate that they especially like the customer services the company provides, ease of use of a virtual data room, variety of offered features, and their cost-effectiveness.

This is what iDeals virtual data room customers say about the product:

  • “Excellent customer service. I’ve been working with the platform for more than 3 years and have no complaints with their customer support.”Alexander U., Associate.
  • “We are renewing our contract with iDeals because we have had an overall great experience with both the use of their product (features and ease of use) and the customer service we have received.”Kelly W., Director of Corporate Program Management.

The iDeals customer support team boasts impeccable service — a 25-second phone response time, 30-second chat response time, and 30-minute email response time. Additionally, they offer live trainings with experts, a dedicated project management team, and in-app chat support 24/7. What’s more, the support team speaks 13 languages, so users from all over the world can rest assured they will be heard, understood, and helped out.

Besides the virtual data room software, iDeals also has another product — iDeals Board. This is a board management software solution aimed at improving board communications and enhancing board meeting effectiveness.

All the new iDeals clients are welcomed with a 30-day free trial period for testing all virtual data room features. For pricing details and a customized quote, users can contact a sales representative.

Pricing plans

iDeals has a subscription-based pricing model with three comfortable plans: Pro, Business, and Enterprise. Potential customers can contact a sales representative for pricing details and a customized quote.

The range of features and services differs with each subscription, as each plan was designed to fit the different needs of the project or deal. This is what comes with subscription plans:

Professional
  • 1 Project
  • 5 Administrators
  • Unlimited users
  • Flexible storage
    (up to 10 GB)
Pricing details
Business
  • Unlimited projects
  • Unlimited administrators
  • Unlimited users
  • Flexible storage
    (up to 250 GB)
Pricing details
Enterprise
  • Unlimited projects
  • Unlimited administrators
  • Unlimited users
  • Flexible storage
    (Up to 1 TB)
Pricing details

No matter the subscription plan of choice, all customers get:

  • Two-factor authentication
  • Detailed audit trails and reports
  • Remote shred 
  • Distinguished branding
  • SOC 1/2/3 and ISO 27001:2013 certified data centers

Additionally, all iDeals prospects are welcomed with a 30-day free trial.

However, as expected, the number of features varies with each subscription plan. The table below demonstrates what features are included with the Pro, Business, and Enterprise subscriptions.

Professional
Business
Enterprise
Customer service
Standard
Premium
Premium
Support level
Standard 24/7, email, chat, phone
Premium 24/7, email, chat, phone
Dedicated team
Preparation/trial period
30 days
30 days
Unlimited
Live training with an expert
1 hour per project
Unlimited with shared experts
Unlimited with dedicated expert
Data room setup
Dedicated project team
Security
Standard
Standard
Advanced
Built-in redaction
Access expiration by time
Access expiration by IP address
Login to data room from own website
Fence view
Document management
Standard
Advanced
Advanced
Automatic index numbering
Full-text search
Optical character recognition
Document labels
Multi-project management
Standard
Advanced
Advanced
Access usage reports
Billing info
Manage support access
Invite Admin to any project
Browse all linked projects
Browse, search, & delete users
Export usage report & user across projects
Define server location
Customizable room template
Collaboration and reporting
Standard
Advanced
Advanced
User activity tracking
Detailed audit trail
Notes and comments
Q&A
Standard workflows
Standard workflows
Standard workflows
Customization and integrations
Standard
Advanced
Advanced
Custom branding
Standard
Advanced
Full
Custom Terms of Access and NDA
Single Sign-On integration
Customer-managed encryption keys
Get Price

Customer support

Customer service quality is what iDeals takes as a top priority, and positive user feedback on trusted platforms such as G2 and Capterra prove it. For example, iDeals customer service offers:

  • In-app live chat support. Users can get assistance from within the app via live chat.
  • Multilingual support. iDeals customer support team speaks 13 languages.
  • 24/7/365 availability. All the user queries are addressed quickly at any time of the day.
  • 30-minute email response time.  The iDeals support team typically addresses and answers issues within 30 minutes via email.
  • 30-second chat response time. A response using the chat feature is very quick — users get replies from a support team member within 30 seconds.
  • 25-second phone support time. When contacting customer support via phone, users receive an answer within 25 seconds. 
  • Live training with an expert. iDeals makes sure all users know how to use their virtual data room by providing expert live trainings.
  • Help center with guides and a detailed FAQ section. The most frequently asked questions and common situations are explained in detail. 
  • Dedicated project manager or team. iDeals offers dedicated project managers or teams to simplify project management for clients.
  • Preparation/trial period. iDeals offers a free 30-day trial for testing their virtual data room or preparation for its active usage.
Deployment
Cloud, SaaS, Web-Based
Desktop – Mac, Windows, Linux
Mobile – Android, iPhone, iPad
On-Premise – Windows, Linux
Support
24/7
Email/Help Desk
Knowledge Base
Phone Support
Chat
Training
Live demo
In person
Webinars
Documentation
Free trial
Yes

Security features 

Essentially, all the security features provided by the iDeals virtual data room can be divided into three main categories: document security, access security, and security compliance and certifications. Below, we list the main features of each category.

Document security

  • Built-in redaction. This feature allows for the blackening out of certain areas of the text/document or images that contain highly confidential or personally identifiable information.
  • Remote shred and no-plugin IRM. This feature allows enabling file encryption when it’s opened or downloaded.
  • Fence view. Fence view creates a digital fence that prevents a user from seeing an entire file and, thus, from copying a file or taking screenshots.
  • Dynamic watermarks. Whenever a document is viewed, printed, or downloaded, personally identifiable marks automatically overlay the file for an additional layer of security.
  • Secure Spreadsheet Viewer. Unique to iDeals, this feature enables viewing and analyzing Excel files securely. Spreadsheet Viewer downloads, decrypts, applies watermarks, and displays documents in any web browser in an original and secure Excel file — instead of converting it to a PDF.
  • Granular document permissions. With this feature, virtual data room administrators can specify access permissions for each individual document or folder. iDeals offers eight levels of granular permissions: None, Fence View, View, Download Encrypted PDF, Print, Download PDF, Download Original, and Upload.

Access security

  • Time and IP access restriction. With this feature, admins can restrict access to a virtual data room from specific IP addresses and for a certain period of time.
  • Access control and expiration. This feature allows setting expiration dates for file access and specifying user session duration. Additionally, administrators can configure security policies regarding password strength.
  • Granular user permissions. This feature enables admins to manage users’ access permissions based on their role in the project. There are two main user groups — Administrators and Users. Setting user permissions allows for specifying which users can view, download PDFs securely, print, download originals, and edit files in a virtual data room.
  • Two-factor authentication. This feature allows activating an extra-security step for all VDR users. Users must verify their identity by entering an SMS verification code or a code from authenticator application to access the virtual data room.
  • User security impersonation. This feature allows administrators to double-check whether certain users have the correct access rights via the “View As” mode. In other words, it allows admins to view documents from a particular user’s perspective.
  • Mobile device management. This feature allows for controlling the accessibility of sensitive documents and managing security features on specific users’ mobile devices.

Security compliance and certifications

  • GDPR. This is an EU law and is considered one of the toughest privacy and security regulations in the world. It helps to protect EU residents and organizations against data breaches from anywhere in the world.
  • CCPA. This is a state statute that enhances consumer protection and privacy rights for the residents of California, United States.
  • SOC 1/2/3. The availability of SOC compliance ensures that users’ data is securely managed and their privacy and interests are protected. 
  • HIPAA. HIPAA maintains the security and confidentiality of healthcare information.
  • ISO 27001. This is an international standard on information security management that addresses three dimensions of information security: confidentiality, integrity, and availability.

User management features

The list of user management features iDeals offers includes the following:

  • Single/bulk user invitation. With this feature, admins can invite users to a virtual data room space individually or in groups of hundreds and even thousands, if needed, with a few clicks.
  • Detailed user permissions. Virtual data room administrators can manage users’ access rights by assigning them to a group, Administrators or Users, and setting up certain access permissions, such as viewing, creating notes, viewing reports, and managing Q&A.
  • Excel permissions. This feature allows setting up two special viewing permissions for Excel files — View Excel with Formulas and View Excel without Formulas.
  • Notifications. With this feature, admins receive notifications whenever documents are deleted or uploaded and for Q&A activity. 
  • Group setup. This feature allows admins to manage users’ access permissions easily by dividing them into groups with different access levels — Administrators and Users.

Document management features

iDeals makes it fast and easy for users to manage large volumes of data through the following features:

  • Drag-n-drop and bulk upload. This feature enables a one-click data population. It means users can upload multiple files to a virtual data room by dragging and dropping them from the computer into the upload window.
  • Multi-format support. iDeals converts 25+ file formats into protected versions for viewing online in a data room. However, iDeals users can upload files of any format. 
  • File labels. Virtual data room admins can label files and folders, thus categorizing them and making document search much quicker and easier.
  • Automatic index numbering. When uploading large volumes of data to a virtual data room, all files are automatically indexed and numbered in consecutive order.
  • Full-text search. The full-text search feature is represented by the optical character recognition (OCR) technology that allows for quickly finding certain information by simply entering keywords and applying multiple search filters.
  • Windows Explorer integration. iDeals ensures the synchronization of data room contents with a desktop, shared folder, FTP, or corporate storage.

Additional features

Distinctive Features
Desktop sync
Access control
Two-factor authentication
Fence view
Notification
Live Support

Besides the features mentioned above, iDeals also offers various additional features that ensure easy VDR usage, project collaboration, and control over the secure VDR environment and user activity. Let’s review iDeals’ reporting, customization, and Q&A features.

Reporting

  • Full audit trails. With the audit trails feature, every action taken inside a virtual data room is recorded. Thus, administrators can receive a PDF, Excel, or print-friendly version of reports.
  • User activity tracking. iDeals allows admins to monitor user actions, including search history. They can even see for how long a particular file was viewed by a particular user.
  • Group overview reports. This feature allows admins to track group activity easily within a data room. Administrators receive various information, such as the number of invited users, how many of them logged in, the number of documents accessed, and the number of Q&A questions posted.
  • Color-coded reports. This feature graphically displays which group of users is the most active and what sections of a data room they are most interested in.

Customization

iDeals allows customers to personalize their virtual data room by offering a range of customization options, including the following:

  • Watermarks
  • Header and footer
  • Logo
  • Document labels
  • Terms of access
  • Language settings
  • General data room features
  • Project archiving

Q&A

The Q&A section allows VDR users to interact on important issues and solve questions quickly with the following iDeals Q&A functionality features:

  • Customizable workflow and Q&A roles. iDeals allows users to customize the Q&A workflow and roles depending on the needs of the deal or project.
  • Expert assignment. When posting a question, a user can categorize it under the most appropriate topic, for example, Legal, Tax, Intellectual, Marketing, or Financial. Therefore, an administrator can assign a question to a relevant expert, or the question can also be auto-assigned.
  • Live discussion. iDeals users can securely interact with each other in a protected live forum with specific access permissions for each person. Everyone who has permission can access various threads and post responses.
  • FAQs. This feature allows preparing a list of the most frequently asked questions and answers to them so that users can refer to them when having issues. This can significantly improve the collaboration on a deal or project and facilitate the closing.
  • Question status. The administrator or an assigned expert can add a status to each question posted. It helps to save the administrator’s or expert’s time and improves collaboration on the deal or project. Question statuses offered by iDeals are Answer Submitted, Closed, and Reopened.
  • Q&A reports. This feature allows getting detailed reports on all the Q&A communication. This is especially useful for legal purposes. A Q&A report can be exported to a spreadsheet. 
  • Granular access to threads. With this feature, administrators can control access to confidential discussions by providing granular access to threads and attachments. Thus, users only have access to forums they participate in.

Features Checklist

Built-in redaction Fence view Remote shred + no-plugin IRM Dynamic watermarks 8 levels of granular document permissions Secure spreadsheet viewer
Access control and expiration Time and IP address restriction Granular user permissions “View As” feature Two-factor authentication Mobile device management
Branded Website Bulk Uploads Drag and Drop Files Full-Text Search In Document Linking Windows Explorer Integration Scroll-Through Viewer Q&A Section Desktop Synchronization
iPad Application Mobile Device Interface Multi-Language Support No Software Installation Required 99.9% Uptime Web-Based Spreadsheets Viewer Drag & Drop Upload
Full audit trails User activity tracking Group overview reports Color-coded reports

Product Reviews

5.0
Aug 22, 2022
I have used two data room platforms previously, but this one has been the best. The first thing I like about Ideals is that it's more cost-effective than other data rooms. Secondly, iDeals has a really user-friendly interface. You can upload and delete files easily, and customize your Q&A section and the VDR in general. Our clients are happy with the way the information is presented. The third important pro is an easy setup and onboarding, the data room works swiftly and with no bugs. I can totally recommend iDeals data room to speed up the deal process.
Adam Taylor
5.0
Aug 8, 2022
iDeals is the perfect provider for my law firm. It keeps all the confidential data safe and gives us all the functions we need to maintain communication with clients. We’re using iDeals VDR for a couple of years, and we’ve never had issues with it. However, I wanted to ask the support team some question several times, and they responded very quickly.
Arden Holland Project Manager
5.0
Jul 11, 2022
As a pharmaceuticals firm, we need to pay extra attention to the protection of our information. iDeals is compliant with all the regulations we need to follow, and they offer impeccable security, protecting the repository and giving us additional tools to safeguard specific files. With this data room, I can be sure only authorized partners can access our information.
Tom Fernandez
5.0
Jun 5, 2022
I enjoy using the Ideals data room. Unlike some providers we used before, it has a simple interface, and we started working before they made us a demo. Previously I read that some users had difficulty uploading large files, but for us, everything worked fine. So now we have a stable data room that is easy to use for partners and us, and I'm delighted with it.
William Miller
5.0
Apr 27, 2022
The VDR is very good, and I really want to note the top quality of customer support at iDeals. We had an appointed coordinator who provided an online session of training for our team. The service team was always ready when needed. Thanks!
Adam Lyons, CIO, Carlson Capital LLC
5.0
Mar 26, 2022
I’ve switched my company to the iDeals virtual data room just recently, but I already feel like it was one of my best decisions. It is very convenient and filled with all the features my company needs to maintain the paperwork. And the interface is so simple that even my partners who weren’t ready at all to use new software adapted to it in no time.
Zackery Madison CFO
5.0
Mar 7, 2022
I would say we've been a very satisfied customer. I definitely like the sidebar on the left, where we are able to jump easily between all the rooms we have. Actively there are 8-9 deals going at once. It's great when the core team can switch between those projects with ease.
Justin Sirpilla, Manager, Corporate Development and M&A, Lippert Components
5.0
Jan 12, 2022
I was looking for the simplest solution that will let my staff work with documents. I chose iDeals VDR, and I never regret this decision. It is so easy to use that no one ever had any issues understanding the interface, even newcomers. Now we have all the needed features to let our potential partners perform due diligence and simply maintain the papers internally.
Chet Statham CEO - Founder
4.0
Oct 30, 2021
We were using another provider for a while, and it was ok. But when I saw what iDeals offers, I was amazed by the number of features. So I’ve decided to give it a try, and I have to say, they make a pretty good job.
Marcus
5.0
May 19, 2021
I liked the fact that iDeals was easy to use and can be tailored for each case. Activity tracking for each page was the best function for me, and the ability to change the contrast of the watermarks is also a great function I did not see in the previous data room we used for the deals.
Dave Roberts, Associate Manager
5.0
May 13, 2020
We use iDeals data room to share documents for review by our partners. That is super easy and much more secure than sending them by e-mail. Setting up the data room took 15 minutes. I really liked the "updated version" function that allows a new version of a file to replace the old one, as well as notifications and reporting. The price is affordable, so my experience with this software is totally positive.
Andrea Smith
5.0
Mar 31, 2020
We just started a free trial of Ideals and must say we really like this data room. Previously we tried another VDR but the customer support was awful. Here you get an answer immediately and that's something that makes us rely on Ideals. They also have German-speaking people. For sure I can recommend them as one of the best data room solutions.
Hans Landers
5.0
Sep 14, 2019
To be honest, we chose iDeals VDR because our partners use this provider. And now I understand why they are so satisfied with it. I was afraid we would have to go through some training to learn how to use it. But the interface is so straightforward that we could tap into all those numerous features right away.
Harold Rider CEO
5.0
Jul 29, 2019
We’re using iDeals since the first day our company was born, and I’m sure we will never switch to anything else. We always feel secure not only because of the high level of protection iDeals VDR offers but also because of the responsive support team. They help us even with the tiniest details!
Derek Blue President & CEO
5.0
Nov 1, 2018
iDeals was great on the paper, and it’s even better in reality. We’re using iDeals virtual data room to exchange files with our partners, and we do that a lot as a life science company. The reason we chose this provider was that it offered the highest level of security. But as we began using it, we were delighted with the simple interface that offered all the features we need.
Gorden Haynes Hospital & Health Care
5.0
Oct 1, 2018
It was easy for iDeals VDR to become our first choice. Simple interface, all the required features, strong protection, and 24/7 support. What else could we wish for? This provider met all our expectation and requirements, and I am really glad we picked it.
Chase Kendall Transaction Manager
5.0
Sep 23, 2018
We are using iDeals virtual data room for over a year in my company, and we’re absolutely satisfied with the service. The interface is very straightforward, which is especially important for us - we often invite interns to work with us. They can understand how to use the data room without any explanations. And also now we have all the features for productive teamwork.
William Dane Director
5.0
Jul 30, 2018
As a real estate company, our whole workflow consists of deals. So we definitely needed a provider that can offer round-the-clock support. We’re using iDeals virtual data room only for a couple of months, but I can already say that we’re going to stick to it. It has a lot of necessary features that help us close deals successfully.
Miles Watkins Managing Director
5.0
Jul 11, 2018
Trying to find the best solution we’ve switched between several providers, and we can tell from our experience that iDeals VDR is the best. It is packed with functions, but the interface is so well-organized that we never struggle to find the feature we need at the moment. Also, it is quite appealing that the support team is available 24/7. Although we never needed any help yet.
Hilary Richardson Corporate Finance Manager
5.0
Jun 5, 2018
The product and service which iDeals offers are truly exceptional. Good prices, advanced features, and easy use even for novices. Highly recommended!
Patrick Ferres, Managing Partner, Wellington Investment Corporation
5.0
Mar 20, 2018
Been using this only recently and from limited use of uploading information on the folder on the desktop has been quite useful and fast.
Vivek Agarwal, Strategic Planning & Corporate Finance, Columbia Asia
5.0
Nov 2, 2017
The product has great functionality, which helped us to greatly improve due diligence. Our customers are also satisfied with our choice of the data room. We especially like the document access report feature because it helped us analyze the behavior of parties and even predict the outcome of the deal.
Julius Gabčo, Corporate Controller, Greenlight Capital
5.0
Oct 25, 2017
I would like to thank iDeals team for supporting our company. With you I’ve had no worries about the security of our documents. I definitely recommend iDeals VDR to everybody.
Brian C. Santana, Senior Partner, Glenview Capital Management
5.0
Oct 22, 2017
This is our third project with iDeals data room and we never had any problems with the functioning or any other complaints. It really has everything one might wish and I don`t think we could make a better choice.
Eleanor Lamb, Chief Business Officer, Thames River Capital
5.0
Oct 10, 2017
iDeals is an amazing and very intuitive data room. The features that are offered surpass the other data rooms we have used. The cost is very appealing and affordable. The support staff is readily available whenever I had a question. I am very happy with the switch to iDeals. Our clients also note that since we moved to iDeals VDR, the difference is great. It is much easier to work with the documents index, Q&A function, scroll through PDF documents, and other useful features.
George Henderson, Campbell Square Capital Management
5.0
Sep 24, 2017
Our company previously worked with another VDR, and had several complaints regarding the system speed, complicated interface, and errors. We`ve started to cooperate with iDeals, and there is truly nothing more to desire. It is safe and easy and convenient. I wish we had chosen this provider earlier. I recommend iDeals to businesses who value the simplicity and functionality.
David Buckley, Chief Technology Officer, Wendelstein Energy Inc
5.0
Sep 19, 2017
Easy to use, intuitive, nice audit track, We used several data rooms and iDeals I can fully reccommend.
Robert Kacer
5.0
Sep 18, 2017
iDeals VDR has been very useful for my business. The major advantages for me were intuitive interface with full customization, a possibility to set limited access for users, and a reasonable price. I think that the offered options will suit even the most demanding users.
Brend van der Zanden, Chief Executive Officer, Centaurus FX Concepts
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