# Page 4 | Ideals Virtual Data Room Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Page 4 - Is Ideals Virtual Data Room the right Virtual Data Room solution for you? Explore 318 verified user reviews from people in industries like yours to make a confident choice.

Source: https://www.capterra.com/p/130909/iDeals-Virtual-Data-Room/reviews

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Ideals Virtual Data Room

4.8 (318)

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/)

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Last updated March 13th, 2026

# Page 4 - Reviews of Ideals Virtual Data Room

## Showing most helpful reviews

Showing 76-100 of 318 Reviews

Sort by:

Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

JN

Joshua N.  
ICT Applications Specialist  
Retail  
Used the software for: 6-12 months

### "Easy to use platform"

June 5, 2024

5.0

Pros

We needed a quick turnaround on setting up a VDR that would be easy for our users to interact with, be cost effective and get acquitted with the platform fairly quickly.

Cons

Nothing in particular stood out as a dislike.

Review Source

NP

Nicolas P.  
CFO  
Events Services  
Used the software for: Less than 6 months

### "Ease of use and great customer support"

June 4, 2024

5.0

Very good experience overall, would recommend to my peers.

Pros

The time spent with the customer success that litterally answered all my questions and helped me build the VDR rapidly. He showed the must-know shortcuts of iDeals.

Cons

The Excel viewer is a little bit poor and the Q&A module should be improved for the answering team (bulk management of questions, questions closed, rejected etc...)

Review Source

TR

Twinkle R.  
Assistant Manager  
Financial Services  
Used the software for: 2+ years

### "Ideals Solution - Review"

September 11, 2020

5.0

Pros

I have using data room more than 2 years and so far I have not faced difficulty. Also I would really like to appreciate the co-ordinator from Ideals Solution- \[SENSITIVE CONTENT HIDDEN\], he has been really proactive and helpful and has always given as the best comparitive quotation. Also there were times when I had given him very short timeline to arrange for data room access and he has never disappointed us on that. On software I would like to say that it is user friendly you dont really need a training before using the software

Cons

One drawback I would want to say that many a times user is not notified if any document is upload on the data room

Review Source

Response from iDeals

September 18, 2020

Dear Twinkle, Thanks a lot for your feedback! The notifications for documents uploading can be configured in "My notifications" menu in the VDR settings. Please contact our support team in case you will need any assistance with this. Kind regards, Alexandra O'Brien Customer Success Manager iDeals Solutions Group

SC

Salvatore C.  
legale  
Construction  
Used the software for: Less than 6 months

### "Condivisione documentale facile ed intuitiva"

May 16, 2023

4.0

L'impatto all'utilizzo del programma, diversamente da quanto accade in genere, è stato positivo considerato che l'interfaccia di utilizzo oltre ad essere completa, risulta completa è facile da utilizzare. La funzionalità maggiormente apprezzata è l'indicizzazione dei documenti.

Pros

Il vantaggio principale è il supporto plurilingue 24/24, l'intuitività delle funzioni, e la cronologia delle azioni ed operazioni. Personalizzazione della vdr, virtual data room, estrema intiutività dell'interfaccia, che consente di poter essere gestita senza particolare dimestichezza con il software .

Cons

l'utilizzo del software e soggetto alle autorizzazioni di accesso che devono essere necessariamente settate a priori, ciò comporta una capillare gestione degli utenti tale da monitorare anche la gestione e la sicurezza dei dati e dei documenti condivisi, uno snellimento delle autorizzazioni potrebbe iscriversi certamente nella politica posta a base del software che si contraddistingue per la semplicità di uso.

Review Source

RL

Raul L.  
Document Control Manager  
Oil & Energy  
Used the software for: 2+ years

### "Great Software"

July 3, 2019

5.0

iDeals is a great product. Provides the level of security needed to ensure your documents are protected. Ease of use was fantastic and customer service is excellent.

Pros

Security, User interface, and permissions flexibility.

Cons

Installation needed for downloading of encrypted files. Should be easier.

Alternatives considered

[Firmex Virtual Data Room](https://www.capterra.com/p/131320/Firmex-Virtual-Data-Rooms/)[CapLinked](https://www.capterra.com/p/131751/CapLinked/)[Datasite Diligence Virtual Data Room](https://www.capterra.com/p/130910/Datasite-Diligence/)

Reason for choosing Ideals Virtual Data Room

Pricing, Functionality, Security, Server Location Options, Friendly User Interface.

Review Source

CQ

Chuan Q.  
Documentation Manager  
Renewables & Environment  
Used the software for: 2+ years

### "Highly recommendable"

November 30, 2021

4.0

I would choose it again should there be a need.

Pros

Easy to set up, manage, and use with partners

Cons

Maybe it would be helpful to make it possibe to set different permission levels for people within the same user group - currently rule seems to be that all people in the same group have the same permission level.

Reason for choosing Ideals Virtual Data Room

Just felt right.

Review Source

VKB

Vinod Kumar B.  
Head - Legal  
Pharmaceuticals  
Used the software for: 2+ years

### "Simple and effective"

November 26, 2019

5.0

We used iDeals virtual data room to host few documents for review by our consultants. The reviews were done without the need for a travel or meeting, yet the documents were shared in a secure and simple way than sending them through an emails.

Pros

The ease of use is unparalleled. It take less than 20 minutes to set up the virtual data-room and roll-out go-live. Security features are as expected. Users can be restricted from printing, downloading or viewing documents. Downloaded files are encrypted and watermarked. Q&A can be monitored through the tool. Allows visual customization such as adding your own logo.

Cons

Nothing specific. Allowing for pop-up message at the time of login to remind about confidentiality would've been nice.

Alternatives considered

[EthosData](https://www.capterra.com/p/130903/EthosData-Data-Room/)[Intralinks VDRPro](https://www.capterra.com/p/131416/Intralinks-Virtual-Data-Room/)[Drooms](https://www.capterra.com/p/131472/Drooms-Virtual-Data-Room/)

Reason for choosing Ideals Virtual Data Room

Ease of use and time taken for go-live.

Review Source

AT

Angela T.  
EA  
Financial Services  
Used the software for: 1-2 years

### "Fairly Intuitive and Easy"

May 14, 2020

4.0

It has given us the ability to securely share data with prospective outside business partners - which has been great. And really the reporting abilities that you can export to know who is actually logging in and using the site is a great resource.

Pros

Once I realized the depth of reports I could run on usage/uploads/downloads etc. I found that quite compelling and am glad we are using this product rather than an internal drive with a secure link.

Cons

It can be a bit "clunky" at times - particularly if you are replacing items in a folder and you use a very specific naming prefix. Might be great to allow the Admin to select whether or not to use the default numbering system as part of the file name (we had already done so internally and therefore had to remove upon uploading).

Review Source

Response from iDeals

May 22, 2020

Dear Angela, Thanks a lot for your feedback! You can switch off the automatic indexing in VDR settings (General Settings -> INDEX -> Automatic document indexing: -> Off) and use your own numbering, which in such case should be a part of a folde/file name. Please reach out if you need any help with this! Kind regards, Alexandra O'Brien Customer Success Manager

SM

Steven M.  
Global Strategic Finance Advisor  
Construction  
Used the software for: 2+ years

### "iDeals just works"

November 27, 2020

5.0

Pros

Easy to set up folder structure and upload all document types - simplicity is key and iDeals have met this criteria. The ability to send requests and Q&A through the structure is of great importance and again a criteria well met by iDeals followed through by the software sending emails to the recipients. Moving from document to document and the ability to download important ones is great.

Cons

None that come to mind which is strange as normally there's always something.

Review Source

sP

sharanya P.  
Corporate Counsel  
Hospital & Health Care  
Used the software for: 2+ years

### "Great to manage access, easy and quick loading"

November 28, 2019

5.0

all good - quick to rectify any issues

Pros

Very little time spent on learning the features, easy to manage folders and subfolders - particularly the access. Better than other big players in the market.

Cons

the document numbering can be too long when you have multiple subfolders

Alternatives considered

[Intralinks VDRPro](https://www.capterra.com/p/131416/Intralinks-Virtual-Data-Room/)

Reason for choosing Ideals Virtual Data Room

Ease of use

Review Source

LS

Laurence S.  
Finance Manager  
Computer Software  
Used the software for: Less than 6 months

### "Ideals data room"

May 15, 2024

5.0

I have had a very positive experience with ideals

Pros

Ideals is a Secure and easy to use product

Cons

Some of the functions took a while to find

Review Source

DM

Doaa M.  
scientist  
Pharmaceuticals  
Used the software for: 6-12 months

### "London Pharma Review on iDEALS"

May 15, 2024

5.0

My experience started wit the free trials, at this time iDEAL team provide couple of virtual sessions to make me and the team familiar with the usage of the virtual data room. Honestly, it took just one session and we became familiar with almost all features. I strongly recommend iDEAL for document organization and sharing.

Pros

Ease of use. The look and profile is very easy to navigate through. Facile uploading of documents. numbering of files (document organization).

Cons

honestly nothing. I liked all the features.

Review Source

AS

Adam S.  
President  
Entertainment  
Used the software for: Less than 6 months

### "Great service for secure file management"

May 7, 2024

5.0

Positive! The sales team was great at communicating.

Pros

Easy to use and get stakeholders access. We all could use this easily.

Cons

A bit expensive for our needs. Not high sotrage limit

Review Source

NC

Nick C.  
CTO  
Information Services  
Used the software for: 1-2 years

### "Good integration, security features"

March 12, 2020

5.0

Product works well, has rich feature set. Although API documentation is weak, customer support was prompt and helpful in every case, including working with 3rd party apps like Okta for SSO.

Pros

The API is robust, the security features including fence view.

Cons

The API documentation is barely there. Had to work with customer service on pretty much every question.

Alternatives considered

[Intralinks VDRPro](https://www.capterra.com/p/131416/Intralinks-Virtual-Data-Room/)[Datasite Diligence Virtual Data Room](https://www.capterra.com/p/130910/Datasite-Diligence/)

Reason for choosing Ideals Virtual Data Room

Price, ability to trial, API feature set.

Review Source

MS

Martin S.  
Manager  
Real Estate  
Used the software for: 1-2 years

### "Overall, great product"

November 4, 2019

5.0

Very, very, positive! Although, you are a bit strict on your data limitations.

Pros

I like all the posibilities, all the security, the customizations, and the tracking that you allow.

Cons

Loading time when you open a document. Supported document files are a bit limited. Sometimes the invitation emails end up in peoples spam filters.

Alternatives considered

[Firmex Virtual Data Room](https://www.capterra.com/p/131320/Firmex-Virtual-Data-Rooms/)[SecureDocs Data Room](https://www.capterra.com/p/131942/SecureDocs-Virtual-Data-Room/)[Progress ShareFile](https://www.capterra.com/p/10007380/ShareFile/)

Reason for choosing Ideals Virtual Data Room

Pricing, features, reputation.

Review Source

BB

Bruno B.  
Project Coordinator  
Utilities  
Used the software for: 2+ years

### "SNTE review"

May 13, 2020

4.0

Pros

Access control User friendly Auto watermarks created

Cons

It should be possible to give different levels of access to files for users in the same group. Not possible to create a folder to allow guests to upload files without guest being able to see what is inside the folder The windows desktop app is very basic and stops working often Very expensive considering the limited GB available

Review Source

Response from iDeals

May 21, 2020

Dear Bruno, Thank you so much for your feedback. Indeed, permissions in VDR are being set on a group level. However, we do have different roles that allow organising effective collaboration and security at the same time. For your next project, just let us know the desirable outcome and we will create a workaround in your VDR that fit the best to your particular situation. Kind regards, Alexandra O'Brien Customer Success Manager

CN

Chinmay N.  
Associate Director  
Management Consulting  
Used the software for: 1-2 years

### "Prompt Customer Support"

October 1, 2020

5.0

By far the best virtual data room service that I have come across with all industry par features at affordable pricing

Pros

Easy to use, platform independent and suitable for amateur to professional users

Cons

Nothing really that could be called unsatisfactory about this platform

Alternatives considered

[Intralinks VDRPro](https://www.capterra.com/p/131416/Intralinks-Virtual-Data-Room/)

Reason for choosing Ideals Virtual Data Room

Ease of use, parity of features among others, affordability, customer service

Review Source

RU

Rok U.  
CFO  
Electrical/Electronic Manufacturing  
Used the software for: 1-2 years

### "Great VDR tool"

November 4, 2019

5.0

We are using iDeals VDR for bank reporting as well as for data request lists for potential investors. 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

Reason for choosing Ideals Virtual Data Room

We found the iDeals VDR as the best at price to performance ratio

Review Source

TMN

Tian Meng N.  
Manager  
Financial Services  
Used the software for: 6-12 months

### "Ideals VDR"

March 6, 2020

4.0

pleasant experience so far

Pros

The features on iDeals VDR are very user convenient and easy to us

Cons

I think the securities features for iDeals VDR are quite limited. for example it is unable to bar one from downloading.

Reason for choosing Ideals Virtual Data Room

competitive pricing

Review Source

Response from iDeals

March 13, 2020

Dear Tian Meng, Thank you so much for your feedback! We are happy you're having a pleasant experience with VDR. With regards to your concerns, please note, there are 8 permission levels available for your documents. As an administrator, you can change permission for your users for specific folders to be more strict. For example, to "View Only". This setting is available in sections Documents and Users. Please let us know if you need any help or assistance to proceed. Our team is here for you! Best regards, Alexandra O'Brien

DD

Dorian D.  
Analyst  
Investment Banking  
Used the software for: 1-2 years

### "Dorian Da Cunha"

May 7, 2024

5.0

Pros

Ease of use Good UX/UI Reactive customer support

Cons

None identified at the moment, I find everything I am looking for

Reason for choosing Ideals Virtual Data Room

Client decision mostly, but we usually push for iDeals as we get use to this platform

Review Source

EW

Eric W.  
CIO  
Biotechnology  
Used the software for: 2+ years

### "iDeals CIO Review"

July 9, 2019

5.0

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

The security aspects are superior to the competition. 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. I pray that a change to this ability is on the horizon for iDeals to make it easier to clone data rooms and rename it to reuse instead of spending exhausting time to rebuild each time.

Review Source

JO

José O.  
Analyst  
Banking  
Used the software for: Less than 6 months

### "Gets the job done, not overly expensive and intuitive to use"

September 24, 2021

4.0

Pros

1\. In the desktop version, I liked that you could just drag files into the platform interface to upload them. 2. I also liked that a specific code and index was assigned to each file, thus facilitating the search of documents.

Cons

1\. When I drag various files from mi computer into the VDR, I could like to preserve the order in which these files are sorter. However, the files are uploaded in a totally random order. 2. It would be nice to be able to open a document or file directly in the VDR, without needing to download it into my desktop and then open the file. 3. There could be a separation line to distinguish between the code/index assigned to each file and the file name. If one of my uploaded documents is named with numbers (such as a date for example), it can get confusing when it is also preceded by the numeric code/index of the file.

Review Source

PM

Priya M.  
Deputy Manager  
Fund-Raising  
Used the software for: 2+ years

### "Ideals Data Room- Review"

October 1, 2020

5.0

I have been using iDeals for more than a year as an admin for various projects. The overall experience has been good. Ideals is easy to use with a lot of features and best pricing.

Pros

1\. Ideals is a very user friendly data room. 2. 24/7 customer service help desk to resolve any issues. 3. The pricing is very attractive and best in comparison to other VDR available in market. 4. Lot of features are available for user permission by giving desired permission to user to access confidential information for different documents. 5. Great security.

Cons

1\. Few times there has been issue to add the user. 2. Few documents uploaded were not visible.

Review Source

Marita L.  
Chief Administrative Officer  
Insurance  
Used the software for: 2+ years

### "Secure shared data"

November 20, 2020

5.0

The iDeals team are very responsive, dear customer support. Product is well constructed and adaptable.

Pros

Flexible and easy to use, with the desktop app, can function like another file explorer on your system.

Cons

A great feature enhancement would be to allow access to specified folders by user.

Review Source

KJ

Kimberly J.  
Legal Assistant  
Legal Services  
Used the software for: 6-12 months

### "Great product"

December 8, 2020

5.0

Overall, very impressed with the program. We have been utilizing it with ease.

Pros

The ease with which one can navigate without prior knowledge of the mechanics of the program design.

Cons

I would like to be able to set the brand logo and color for the account overall as opposed to uploading the logo and changing the colors after creating a new data room. It would also be reassuring to have a pop up or way to confirm that you have entered an email address correctly before sending out an invitation.

Reason for choosing Ideals Virtual Data Room

Client request

Review Source

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