--- title: "Page 3 | Firmex Virtual Data Room Reviews 2026. Verified Reviews, Pros & Cons | Capterra" description: "Page 3 - Is Firmex Virtual Data Room the right Virtual Data Room solution for you? Explore 359 verified user reviews from people in industries like yours to make a confident choice." source_url: "https://www.capterra.com/p/131320/Firmex-Virtual-Data-Rooms/reviews/?page=3" page_type: "reviews" language: "en" publication_date: "2026-09-29" --- Firmex Virtual Data Room 4.8 (359) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated September 29th, 2026 # Page 3 - Reviews of Firmex Virtual Data Room ## Showing most helpful reviews Showing 51-75 of 359 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use DS Denis S. Director Financial Services Used the software for: 2+ years ### "Best VDR on the market" January 20, 2025 5.0 Pros Simplicity and usefulness of the platform allow one to conduct their business without losing energy on having to finding out how things work. Cons The new Documents window, it is too "comic-ey" and distracts from the material, it should be more focused on the material, like a simple folder broswer. Alternatives considered [Datasite Diligence Virtual Data Room](https://www.capterra.com/p/130910/Datasite-Diligence/) Reason for choosing Firmex Virtual Data Room Got offered the same price, went with the better quality. Review Source Response from Datasite February 5, 2025 Thank you for your wonderful feedback! We're delighted to hear that the simplicity and usefulness of our platform help you conduct your business efficiently without any hassle. Our goal is to provide a seamless experience, and it's great to know we're achieving that. If you have any further comments or need assistance, please don't hesitate to reach out. We're here to support you! AP Albert P. Investment banking Financial Services Used the software for: 6-12 months ### "Recommend Firemex" February 25, 2025 5.0 Pros Easy to use and not as complicated as other VDRs Cons Not much cons I found. I had no problem using Firmex VDR. Review Source Response from Datasite March 3, 2025 Thanks for the feedback, always great to hear that you had no complaints when using the platform, along with the overall ease of use of Firmex. DG Daniel G. Lawyer Law Practice Used the software for: 1-2 years ### "Review of Firmex" December 3, 2024 5.0 Overall, firmex is a great software to use. Pros Clean look. Not overwhelming to use. Straightforward. Cons Nothing to report here. It is easy to maneuver the dataroom and use this software. Review Source Response from Datasite January 2, 2025 It's great to hear that you find FIRMEX to be a valuable tool! It seems like it offers a seamless experience for document sharing and user activity tracking. Overall, it sounds like a reliable and efficient software solution for your needs. If there are any specific features you particularly enjoy, I'd love to hear about them! FM Felix M. SVP Operations and Practice Integration Venture Capital & Private Equity Used the software for: Less than 6 months ### "Firmex has been an ideal fit for our company! " May 2, 2023 5.0 Firmex has been a game changer for us! The intuitive platform allowed for a speedy and efficient ramp up and it has been a welcome change for all parties who interface with our projects. Pros Firmex is intuitive. With excellent support from our CSM, implementation was quick and relatively straightforward. It has also been easy to use, maintain and to train new users on how to interface with the product. Cons We currently use a different platform for real-time document collaboration. If this feature were to be included Firmex, we could manage all of our ongoing document sharing in one platform - which would allow for easier integration and ongoing support. Reason for choosing Firmex Virtual Data Room Based on recommendations from QoE and Legal teams. Review Source Response from Datasite June 8, 2023 Thanks for the positive feedback on your experience with our data room subscription and sounds like your CSM is doing a great job servicing your account. In app document collaboration is something we are investigating and looking into as we look to add new cutting edge features to our VDR product. Happy to connect you with our product team if there is interest to chat with them. SM Scott M. M&A Executive Financial Services Used the software for: 2+ years ### "Using Firmex. " April 20, 2023 5.0 Firmex is a very useful for the M&A arena we are in, having trained several colleagues over the years they tend to pick this up quite quickly. Firmex has several tools to assist in the due diligence phase of a project (reporting, bulk download etc). Pros Ease of use, the reporting features that allow you to monitor progress and those that have accessed the data-room. Confidentiality is paramount in our sector and being able to restrict companies and individuals on the data they can see is very useful. Cons The only area that I think needs improving on (and I'm not sure how this can be done), when inviting people into data-rooms, on quite a few occasions the invite will end up in junk folders and not picked up. Reason for choosing Firmex Virtual Data Room We had a couple of demo's with alternative data-room providers, they were too over engineered compared to Firmex and thinking of others that would need to be trained up on these, both internally and externally, the risk was too great of someone making a mistake and provide the wrong permissions and also too many tick boxes , which could result breach of confidentiality. Review Source Response from Datasite May 5, 2023 Thanks for the feedback on the reports and being able to monitor progress of your deal. Since security and confidentiality is important it is the main reason why we created the View As feature to see what your guest users can/can't see based on their permission settings. In terms of user invites going to spam/junk, it's an issue within the VDR industry based on how the invitations are sent and individuals spam filter settings being high. Again appreciate the feedback and look forward to continually working with you. TT Tracy T. Senior Operations Analyst Financial Services Used the software for: 2+ years ### "Good product" June 20, 2024 5.0 So far so good for myself and our users. Pros It is easy to use and allows flexibility to expand and rearrange folders as required. Cons Perhaps more specific permission settings. For example, I do not need full access but it would be helpful to add the "delete" feature as a stand-alone. Switched from [HyperSQL DataBase](https://www.capterra.com/p/48888/HyperSQL-DataBase/) Firmex offered more security for our needs. Review Source Response from Datasite July 4, 2024 Thanks for the feedback on how the experience has been when adjusting folders and the structure of folders as it is all drag and drop functionality. In terms of the ability to customize permissions, we offer a role based system between what users have access to within the project (data room) and the information within meaning the documents. The permission combinations we have made are the industry settings we see most commonly used based on the roles you want to give host users vs guest users. If you require assistance further on how to best set those permissions, our support team is available 24/7. RW Richard W. Chief Investment Officer Financial Services Used the software for: Less than 6 months ### "Comprehensive, Flexible, and Easy to Use Data Room Software/Web Site." January 30, 2023 5.0 Our company is very satisfied with the implementation of our Firmex virtual data rooms. We share large volumes of data with investors in our loan product and Firmex has given us the ability to provide a platform for seamless investor access to our files. Pros The ease of use and organization of the data rooms made the implementation very easy for our company. In addition, the initial and follow-up support for our internal users is unparalleled in the software industry. Cons n/a. So far we have had no issues with the software and it has performed as expected. Reason for choosing Firmex Virtual Data Room Firmex was the most repsonsive to our company's inquiry and also provided a more personalized solution, including direct access to support and training for all users. Switched from [Dropbox](https://www.capterra.com/p/143068/Dropbox-Business/)[Box](https://www.capterra.com/p/148766/Box/) Firmex offered better data protection protocols and was able to be accessed by all external users, which was not the case for the other products. Many banks and other financial institutions prohibit the use of Dropbox and Box. Review Source Response from Datasite March 2, 2023 Thanks for the amazing piece of feedback, we are always pleased to hear this. GT Graeme T. Executive Director Financial Services Used the software for: 2+ years ### "Great Functionality and Customer Service" February 28, 2024 5.0 Really good - better and cleaner offering than the main VDR competitors in the marketplace Pros Customer service and responsiveness is excellent - timely and helpful helpdesk Cons The cost is always an answer for this given other platforms that are far cheaper, but this is balanced against the functionality of Firmex Alternatives considered [Dropbox](https://www.capterra.com/p/143068/Dropbox-Business/)[Ansarada](https://www.capterra.com/p/130904/Ansarada/)[Datasite Outreach](https://www.capterra.com/p/250440/Datasite-Outreach/) Reason for choosing Firmex Virtual Data Room Overall easier to use and solid functionality was what we were looking for in the product offering Review Source Response from Datasite March 6, 2024 Thanks for the feedback, we pride ourselves on having the best support team in the industry and it shows based on the amount of positive feedback we get from our clients. In terms of pricing, we provide a top tier product at a mid-market price point. Of course there are other low cost competitors our there, but with that comes sacrificing ease of use, intuitiveness and overall feature set. TD Tara D. Claims Specialist - Paralegal Law Practice Used the software for: 2+ years ### "Firmex Delivers A Consistent Secure Platform" October 25, 2022 5.0 Pros The ability to create various security levels is vital to the value of this platform. The interface is user friendly which makes it essential when dealing with international clients. Lastly, we have not had any downtime with Firmex which has made the ability to share documents in real time remain seamless. Cons I would say the ability to have a template email invitation. Maybe it is there but I have not seen it. Review Source Response from Datasite December 9, 2022 Thanks for the review and feedback. We appreciate the insight into how friendly our UI is and your experience. Our invitation emails are standardized to include the basic information that a user needs to know when logging in. However, you do have the ability to add by copying and pasting a predesigned template to this invitation email. It isn't automated if that is what you are looking for but is a work around that may help. Reach out to myself or our 24/7 support, we'd be happy to show you how to set it up. DM Diana M. Paralegal Law Practice Used the software for: 2+ years ### "My Review/Opinion" October 1, 2024 5.0 I really appreciate Firmex being so easy to use. Pros I like how easy it is to share documents with our working group, which comprises of banks, lawyers and their client. Cons Honestly, we can do without the "No." column. I tried turning it off, but it would still be present in the dataroom. Our documents are named with numbers in front of them. So the extra No. column can be confusing. Review Source Response from Datasite November 4, 2024 We appreciate the feedback and the 10 out of 10 rating whcih is always great to see. As for the numbering schema, here is an article from our online Knowledge Base to help - https://support.firmex.com/hc/en-us/articles/207255117-Numbering-settings-and-schema Zie Mamadou C. Développeur d'application Computer Software Used the software for: I used a free trial ### "Firmex Virtual Data Room, un espace virtuel de données" October 21, 2023 4.0 Outil très utile pour les audits, la gestion des documents Pros Firmex Virtual Data Room, est une salle virtuel de données qui vous permet de gérer et de collaborer en temps réel sur des données Cons Coût élevé et requière des compétences en gestion des données Review Source Response from Datasite November 2, 2023 Merci d'avoir partagé vos réflexions ! Nous sommes heureux que vous trouviez la plateforme utile pour vos besoins de partage de documents. Nous travaillons fort pour garantir que nos prix reflètent fidèlement la qualité du produit et le niveau de service que nous fournissons. Si vous souhaitez vous connecter pour vous assurer que le plan que vous avez en place est le plus rentable pour vos besoins, nous vous encourageons à contacter votre représentant Firmex pour en discuter. Si vous avez des recommandations sur la façon dont nous pourrions rendre la plateforme plus conviviale, nous serions ravis de connaître vos idées ! DW David W. Project Manager Venture Capital & Private Equity Used the software for: 2+ years ### "Virtual data room with the best price/ performance ratio " October 20, 2022 4.0 Pros The software is easy to use and inexpensive relative to comparable solutions. Monitoring and Q&A functions come in handy when working with multiple groups on a project. Cons The software lacks a good viewer and is sometimes complicated to use with regard to the automatic numbering function. Moreover, it should support more languages. Alternatives considered [Intralinks VDRPro](https://www.capterra.com/p/131416/Intralinks-Virtual-Data-Room/)[Ideals Virtual Data Room](https://www.capterra.com/p/130909/iDeals-Virtual-Data-Room/)[netfiles Deal Room](https://www.capterra.com/p/131468/netfiles-Dataroom/) Reason for choosing Firmex Virtual Data Room Price and functionality. Switched from [netfiles Deal Room](https://www.capterra.com/p/131468/netfiles-Dataroom/) Netfiles was too expensive in comparison. Review Source TF Tom F. Chief Financial Officer Biotechnology Used the software for: 2+ years ### "Excellent system and support" May 24, 2023 5.0 Pros Firmex works very well and its customer support is among the best of any platform we have used. We are not frequent users but in most respects find our way around the system straightforwardly. The only area for improvement as we see it is to make some of the functions a bit more obvious to infrequent users. When we have had questions/needed help, the support and service has consistently been timely, knowledgeable and directly relevant. Cons The only area for improvement as we see it is to make some of the functions a bit more obvious to infrequent users. When we have had questions/needed help, the support and service has consistently been timely, knowledgeable and directly relevant. Review Source Response from Datasite June 8, 2023 Thanks for the feedback, we have added in app messaging for infrequent users to help them navigate the system. I understand that not everyone wants to contact support and perhaps having these pop ups will help alleviate any of these issues. MR Mark R. CFO Information Technology and Services Used the software for: 1-2 years ### "Firmex VDR" April 6, 2022 5.0 I am happy when others present their due diligence files to us in Firmex, as I am 100% comfortable with it/ Pros i have used Firmex multiple times in my career as a CFO and as the Administrator of the VDR. I have mostly used in in an M&A due diligence VDR model. I find the software to be intuitive and easy to use. I have had very few users come back to me and not understand how they can gain access tot he files they need, so it is first time user intuitive as well. Cons On con is to ensure you set up the file structure correctly in the first instance, as it will impact the flexibility you need to create multiple group access restrictions. Alternatives considered [Dropbox](https://www.capterra.com/p/143068/Dropbox-Business/)[Microsoft Teams](https://www.capterra.com/p/168668/Microsoft-Teams/) Reason for choosing Firmex Virtual Data Room We chose Firmex as it was the leader in the market. Other options were not as flexible or had the controls we were looking for. Review Source Response from Datasite April 29, 2022 Thanks for the feedback on how intuitive and easy to use the platform is based on your experience. We do have the ability to drag and drop folder and documents to reorganize them if they are in the incorrect order. Our support team is 24/7 and always available for any questions you may have, I always encourage our clients to speak with our support team for any assistance needed. Feel free to reach out to me with any questions james.lehuquet@firmex.com. - James Le Huquet, Director of Sales DL Daviid L. Associate Financial Services Used the software for: 2+ years ### "Top-tier VDR at a fraction of the cost" May 14, 2024 5.0 Very satisfied! I've been using the VDR every day for the past 6 months and the product has never failed me. Pros Firmex is super user friendly and intuitive. The feature are easy to use and understand. The platform also updated his search engine and it's been a true game changer in locating documents. Cons It would be helpful to be able to assign permission to specific sub-folders. Other than that, it's a great VDR! Review Source Response from Datasite June 4, 2024 We appreciate the feedback on how super user friendly and intuitive the platform is, as that is one of our biggest advantages within the VDR industry. As for seeing sub-folder permissions, here is a link to our online Knowledge Base to assist https://support.firmex.com/hc/en-us/search?utf8=%E2%9C%93&query=sub+folder+permissions, we also offer a tool called View As which allows you to see through the groups access of what folders they can and can't see. Feel free to reach out if you have any other questions to james.lehuquet@firmex.com. EE Erik E. Managing Director Investment Banking Used the software for: 2+ years ### "Firmex - Great Value for top notch features" September 19, 2023 5.0 Firmex is the perfect solution at a great price point for our virtual data room needs. Pros Firmex delivers the same functionality as software solutions that are 10x the price. Cons Its not as intuitive as some of the other user interfaces i"ve seen - but it gets the job done. Alternatives considered [Intralinks VDRPro](https://www.capterra.com/p/131416/Intralinks-Virtual-Data-Room/) Reason for choosing Firmex Virtual Data Room Cost. Review Source Response from Datasite October 23, 2023 We appreciate the feedback on the platform and your experience with Firmex. In terms of the intuitiveness of the platform, I would be curious to know which providers you are referring and to learn how we can improve as we do have one of the more user friendly platforms wtihin the industry. Feel free to email me at james.lehuquet@firmex.com. AG Anne G. Legal Assistant Legal Services Used the software for: 2+ years ### "Benefits and Features of Firmex " August 16, 2022 5.0 Firmex has totally eliminated the need to create CD or paper transcripts of documents. This is a tremendous savings of time, money and resources. Pros The best feature of Firmex is having the ability to share large documents with ease. Being able to control the documents and the access permissions of the users has reduced the time we used to spend emailing documents and revisions. Firmex also has a very solid help line that responds quickly. Cons While I appreciate Firmex remembering users, I would like it to be easier to change email addresses when necessary without having to request the help desk to do so. Review Source AP Adam P. Attorney Legal Services Used the software for: 2+ years ### "Great Data Room" May 14, 2024 5.0 It's an integral piece of software and works very well. Pros It's easy to use for everyone and it just works. There are no issues with it that confuse people and it's secure. Great program. Cons I wish it linked to iManage and created deal books. iManage has just recently released a program that is a competitor that does those things. Review Source Response from Datasite June 4, 2024 Thanks for the feedback and apprecaite the kind words. As for our integration, we currently do not provide a direct integration to iManage and can't comment on what their product offers for the legal space. We do have API's that our clients optimized and these can be built in order to facilitate those potential needs. JB Jim B. Director Environmental Services Used the software for: 2+ years ### "Corporate M&A Virtual Data Room Review" January 27, 2024 4.0 Pros Firmex is an all-around great virtual data room for middle-market M&A transactions. It provides M&A professionals and deal participants with an easy-to-use and secure platform to get transactions done, at a low cost. Cons Firmex does not have all of the premium features that you may get with higher-priced platforms. Review Source Response from Datasite February 1, 2024 Thanks for the feedback as we aim to be the top VDR provider for the middle-market with an easy to use and secure platform. As for the bells and whistle features that we don't have compared to some legacy high end providers, that is where the price differential comes into play. We don't bill per page as well as price gouge our clients. We offer a top tier platform that does over 20,000 data rooms a year which is the most in the industry. EK Edward K. SVP of Finance & Analytics Medical Practice Used the software for: 1-2 years ### "Recommend Firmex Virtual Data Room" December 12, 2022 5.0 Pros The customer support is world class. Easy to start using once you start getting use to the functions. Cons The advanced controls are not as intuitive and relied on the customer support to guide our team. Switched from [Google Docs](https://www.capterra.com/p/160756/Google-Docs/)[OneDrive](https://www.capterra.com/p/161304/OneDrive/) Security and the reputation of it being the standard for M&A. Review Source Response from Datasite March 2, 2023 Thanks for the feedback and comments about our best-in-class support team, as it is one of our biggest differentiators in the space. As for the advanced controls, I would be interested to better understand what specific controls you are referring to. We strive to have one of the easiest and most intuitive platforms in the VDR space. Feel free to email me so I can better address your feedback. CS Cara S. Paralegal Legal Services Used the software for: 2+ years ### "Firmex is a Virtual Closing Table" July 13, 2022 5.0 Firmex has solved the "virtual" closing table issue that has taken over the last few years now that closings are not attended in person. Firmex allows me to lay out all of the closing documents and give access to the necessary parties for review and approval. Firmex also allows me to provide parties with large documents that can't be sent via email due to size. Overall Firmex has been a huge help to our law firm. Pros The most important feature I like about Firmex is how easy it is to use either from the administrator side or the user side. I have never had anyone ask questions on how to use it because it's so straight forward. Cons I would enjoy seeing some type of integration with Imanage so if documents change internally they would automatically update. Review Source Response from Datasite August 9, 2022 We appreciate the feedback on how easy the platform is to us from an admin or general user aspect. In terms of integration, we offer API's to clients in order to integrate with other platforms. In the legal space I understand Imanage is a popular tool and it is something we are always actively looking into, to improve our competitive advantage within the deal space. MT Mark T. Co-Founder, Director of Ops Financial Services Used the software for: 1-2 years ### "Firmex Surpasses Our Expectations" January 18, 2023 5.0 Pros Firmex makes the management of our M&A process incredibly smooth. Fully customizable permissions and reports, granular viewing data, and a secure, branded room for our company. Cons The price point for VDR service providers remains higher than it should be, in my opinion. I anticipate there will be a major price correction in the next few years as cheaper, and more effective options become available. Reason for choosing Firmex Virtual Data Room Price and type of contract. Switched from [Venue Virtual Data Room](https://www.capterra.com/p/191882/IPO/) Price. Review Source Response from Datasite March 2, 2023 Thanks for your feedback on how Firmex makes the M&A process smooth. Our price point is still at a mid-market level compared to the level of service we provide, as well as not pricing by legacy per-page pricing. There are lower-cost alternatives in the market, but with those, you sacrifice the features that allow for an incredibly smooth process. MD Mary D. Managing Director Investment Banking Used the software for: 2+ years ### "Awesome online dataroom! " September 7, 2023 5.0 Helps manage deal rooms for M&A and document retention purposes for compliance Pros Fast, easy to use and great customer support Cons Files can be cumbersome to reorder in folders if you are moving many files (i.e. we always have to arrange monthly financials by date) Reason for choosing Firmex Virtual Data Room Product functionality, customization, and service Review Source IN Ian N. Program Manager Renewables & Environment Used the software for: 2+ years ### "Simple, yet valuable" May 29, 2019 5.0 I've used Firmex DVR on many projects and it's much easier to use than other solutions. Data rooms requiring training will reduce the utilization by the project team. Pros Firmex VDR is easy to use. It offers the ability to toggle quickly between projects, has an intuitive folder structure, and allows for easy uploading and viewing of documents. Cons Having an embedded version control option would be valuable, with an easy way to distinguish between drafts and final versions of documents. Alternatives considered [Oracle Aconex](https://www.capterra.com/p/220249/Oracle-Aconex/)[Progress ShareFile](https://www.capterra.com/p/10007380/ShareFile/) Reason for choosing Firmex Virtual Data Room Ease of use, and easy navigation across projects. Review Source Response from Datasite June 10, 2019 Hi Ian, Thanks for the review! With regard to Firmex having an embedded version control option, you'll be glad to know that we have one. Here's a quick summary of our versioning and document status options: Firmex's versioning feature is built-in to our system. You can choose to upload a new document, or a new version of a document. You and your team can always access the version history, while only giving guests users access to the latest version of the document (the "document of truth"). Firmex can also detect new versions of a document based on the content of the document. Firmex also supports content status on documents and folders. Many of our customers use this content status to designate whether a document is in draft, awaiting review, or final. This usually coincides with our document comment and tag systems. Your Customer Success Manager will follow up with you to demonstrate these features at your convenience. Kyle Bardsley Senior Director, Customer Operations & Growth Travis S. Acting Executive Director Non-Profit Organization Management Used the software for: 2+ years ### "A good way to share secure documents" February 10, 2023 4.0 It has been a good solution for sharing confidential documents with different user groups. I am more comfortable sharing documents through Firmex than through email systems. Pros Firmex was a solution that was easy to implement. Cons It took some time to understand users and user groups and how to assign rights to both. Reason for choosing Firmex Virtual Data Room Easy of use and value for dollar. Review Source Response from Datasite March 2, 2023 Thanks for the feedback on how easy the platform was to implement and deploy. Our platform is one of the easiest to use in the industry and we offer best-in-class 24/7 support & training. If you run into issues in the future, please contact our support team as they are available and more than happy to assist with any questions you may have. ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Talk to a Capterra advisor for free and get results within 15 minutes.