---
title: "Firmex Virtual Data Room Reviews, Pros and Cons - 2026 Software Advice"
description: "Reviews of Firmex Virtual Data Room. Learn how real users rate this software's ease-of-use, functionality, overall quality and customer support. Talk to our advisors to see if Firmex Virtual Data Room is a good fit for you!"
source_url: "https://www.softwareadvice.com/cms/firmex-profile/reviews/"
page_type: "reviews"
language: "en"
---

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Firmex Virtual Data Room Reviews

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[Overview](https://www.softwareadvice.com/cms/firmex-profile/)

Reviews

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# Firmex Virtual Data Room User Reviews

## Reviews summary

- Overall rating: 4.8/5
- Total reviews: 359

### Secondary ratings

- Ease of use: 4.7/5
- Customer support: 4.9/5
- Value for money: 4.7/5
- Functionality: 4.6/5

### Rating distribution

- 5 stars: 291 reviews (81%)
- 4 stars: 63 reviews (18%)
- 3 stars: 4 reviews (1%)
- 2 stars: 0 reviews (0%)
- 1 star: 1 reviews (0%)

### Most mentioned pros

- I had a question and was able to connect with an agent and get my answer in a matter of a few minutes over online chat.
- What truly stood out was the exceptional customer support—available 24/7 and proactive in resolving any issues, which ensured our project stayed on track without delays.
- I am happy with the data room because it helps keep multiple meetings organized and securely protected.

### Most mentioned cons

- It also does not highlight a folder name blue on the left-side panel, if all it contains is subfolders.
- Technical complexity and technological dependence: Requires a stable connection and secure devices; technical failures can disrupt critical processes.
- Although I don't have a point for comparison of other data rooms, I've heard that the cost is expensive, much more when storage capacity increase is needed.

## Firmex Virtual Data Room customer reviews

Showing reviews 1-25 of 359 (page 1).

### Intuitive and effective with good customer support

- Overall rating: 5/5
- Reviewer: Verified Reviewer
- Industry: Financial Services
- Company size: 501-1000 employees
- Product usage: 3-5 years · daily
- Reviewed: August 2026
- Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

Can't fault it as a tool, it does what it should and without over-engineering itself. Always pleased with the prompt customer support when needed

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

Simplicity of the platform and UX, as well as the customer support team's responsiveness when needed

#### Cons

While sufficient for its purpose and intuitive, the platform and functionality is probably a tad dated in today's AI world

---

### Firmex Review

- Overall rating: 5/5
- Reviewer: Verified Reviewer
- Industry: Mining & Metals
- Company size: 2-10 employees
- Product usage: 3-5 years · weekly
- Reviewed: July 2026
- Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

Aside from the ease of file and document management, it is very easy to contact the support team who are very knowledgeable and friendly.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

I like it that it is easy to 1) upload/download files 2) Convenient to rename files 3) easy to monitor log-in activities and 4) convenient to share files.

#### Cons

The least that I like is the User access by folder report. In our case since the Directory list is only six rows but the users are 83 columns, I would prefer more rows and less columns that is easy to navigate.

---

### Great budget-friendly VDR

- Overall rating: 3/5
- Reviewer: Verified Reviewer
- Industry: Financial Services
- Company size: 51-200 employees
- Product usage: 3-5 years · weekly
- Reviewed: July 2026
- Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

Customer support is great. I had a question and was able to connect with an agent and get my answer in a matter of a few minutes over online chat.

#### Ratings breakdown

- Ease of use: 3/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 4/5

#### Pros

Good budget-friendly data room. Relatively easy to use. Almost everyone is used to working with Firmex and hence makes file sharing simple.

#### Cons

UX/UI could be improved. For example, re document management, if I click on a folder, it does not show me the subfolder that are in it in the center view of the screen so I would think it is empty. It also does not highlight a folder name blue on the left-side panel, if all it contains is subfolders. This leads me to think that the folder is empty which is not the case.

---

### Great platform for all types of projects.

- Overall rating: 4/5
- Reviewer: Verified Reviewer
- Industry: Law Practice
- Company size: 501-1000 employees
- Product usage: 3-5 years · weekly
- Reviewed: April 2026
- Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

We have used this platform for years and have had great success. We even have clients request to utilize our data room when they have their own because Firmex is so easy to use.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 3/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

The ease of use for everyone. Administrators down to users find this platform to be very user friendly but still provides the security needed for our data.

#### Cons

While the ease of use and the flexibility is a plus, the cost of this platform can be prohibitive to some companies.

---

### Positive first impression of FIRMEX

- Overall rating: 5/5
- Reviewer: Verified Reviewer
- Industry: Mining & Metals
- Company size: 11-50 employees
- Product usage: less than 1 year · weekly
- Reviewed: April 2026
- Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

I've been actively using FIRMEX for around 2 months and I've had a very good experience. Although I didn't have experience with VDR, I've found very easy to manage the platform and get it ready for M&A purposes.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 3/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

It's easy to use even without previous knowledge of the platform functionalities. My experience with the support has been very good. Updating/adding/deleting files is easy. Navigate through the platform is easy with its branch-structure.

#### Cons

Although I don't have a point for comparison of other data rooms, I've heard that the cost is expensive, much more when storage capacity increase is needed.

---

### Exceptional customer service experience

- Overall rating: 5/5
- Reviewer: Verified Reviewer
- Industry: Semiconductors
- Company size: 201-500 employees
- Product usage: less than 1 year · monthly
- Reviewed: April 2026
- Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

I am happy with the data room because it helps keep multiple meetings organized and securely protected. Our other users that we share the files with also find it easy to use. But the customer service makes the difference- when we need assistant it is important that we get the issue resolved properly.

#### Ratings breakdown

- Ease of use: 4/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 4/5

#### Pros

It is very user friendly and style or format is well organized. The customer service has been exceptional. The help team is very knowledgeable, patient, fast response time and is thorough in explaining how to solve a tech issue.

#### Cons

How to edit or move/reorder files is a bit challenging to figure out if new to the system. It is difficult to figure out on your own without requesting support.

---

### Good customer service

- Overall rating: 5/5
- Reviewer: Verified Reviewer
- Industry: Renewables & Environment
- Company size: 10000+ employees
- Product usage: less than 1 year · monthly
- Reviewed: March 2026
- Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

Downloading data from the site was easy until I learned I couldn't bulk download. I called to see if I could get bulk download access and my question was quickly answered.

#### Ratings breakdown

- Ease of use: 4/5
- Value for money: 4/5
- Customer support: 5/5
- Functionality: 4/5

#### Pros

The issues I had with it were rectified quickly and efficiently. The phone number to call was easy to find.

#### Cons

Not being able to bulk download seemed like a huge issue but then I learned it was a permissions issue and that was remedied.

---

### Great customer service and easy to use

- Overall rating: 5/5
- Reviewer: Verified Reviewer
- Industry: Capital Markets
- Company size: 201-500 employees
- Product usage: 3-5 years · weekly
- Reviewed: March 2026
- Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

I wished all companies had the same level of customer service as Firmex. It is unusual to speak to a person for customer support these days. The people I've spoken to are always helpful and stick with you even when the problem is complex.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 3/5
- Customer support: 5/5
- Functionality: 4/5

#### Pros

Firmex is user-friendly, even for a first time user, which most of our clients (and often buyers) are. The customer support is also top notch.

#### Cons

Until you learn to use it, the uploading of the spreadsheet takes a minute to prepare. I also wished it was easier to add areas when the DD checklist is already uploaded with files already in it. Once you learn how to navigate this, it isn't bad. I also wished you could completely delete buyers when a deal falls through and you add a new buyer.

---

### Good product and support.

- Overall rating: 5/5
- Reviewer: Verified Reviewer
- Industry: Law Practice
- Company size: 11-50 employees
- Product usage: 3-5 years · daily
- Reviewed: March 2026
- Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

Good. I've used the software for years and in comparison to its peers its easy to use and I like it visually.

#### Ratings breakdown

- Ease of use: 4/5
- Value for money: 4/5
- Customer support: 5/5
- Functionality: 4/5

#### Pros

Easy of use. Product support. Having use competing products I would say Firmex is amongst the best data room platforms.

#### Cons

Initial view of the data room and lack of guide in program. However, once I learnt to use the software it became intuitive.

---

### Very positive

- Overall rating: 4/5
- Reviewer: Verified Reviewer
- Industry: Investment Banking
- Company size: 11-50 employees
- Product usage: less than 1 year · daily
- Reviewed: December 2025
- Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

#### Ratings breakdown

- Ease of use: 4/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 4/5

#### Pros

Very prompt responses from customer service, overall very easy to use data room and best price offered

#### Cons

Some of the end users didn't realise that there documents in root folders, which could be more obvious

---

### Thank you [sensitive content hidden] Seamless integration

- Overall rating: 5/5
- Reviewer: Verified Reviewer
- Industry: Medical Devices
- Company size: 2-10 employees
- Product usage: less than 1 year · daily
- Reviewed: January 2025
- Review source details: This review was submitted organically. No incentive was offered

Overall very pleased and appreciate the support from their account management

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

The product itself is great, but the support team is unbelievable. Setting up data rooms can be dull, tedious, and complicated. [sensitive content hidden] from their account management team made this a breeze!

#### Cons

I don't have any complaints with Firmex data rooms

#### Vendor response

Thank you so much for your positive feedback! We're thrilled to hear that you find our product great and that our support team made setting up data rooms a breeze for you. We strive to make every aspect of our service as smooth and efficient as possible, and it's wonderful to know we hit the mark. If you have any more questions or need further assistance, please don't hesitate to reach out. We're here to help!

Replied February 2025

---

### User friendly and fast responding staff

- Overall rating: 4/5
- Reviewer: Verified Reviewer
- Industry: Management Consulting
- Company size: 11-50 employees
- Product usage: 3-5 years · daily
- Reviewed: October 2025
- Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

I am satisfied, especially because of the quickly responding team. Also, performance (uploading) is okay.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

Userfriendly interface and fast-responding staff. -Zou je met extra financiering sneller kunnen groeien?

#### Cons

Dutch language is not supported, for our clients (end users) this would be nice. Maybe an option to add in the future?

---

### Great Product, Easy to Use

- Overall rating: 5/5
- Reviewer: Verified Reviewer
- Industry: Real Estate
- Company size: 11-50 employees
- Product usage: 3-5 years · daily
- Reviewed: July 2023
- Review source details: This review was submitted organically. No incentive was offered

Great product with great features and easy to use

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

Bulk uploading, user access control, data room setup, user access reports

#### Cons

The system is somewhat slow when uploading and editing data

---

### Great Experience with Firmex!

- Overall rating: 5/5
- Reviewer: Verified Reviewer
- Industry: Investment Banking
- Company size: 201-500 employees
- Product usage: less than 1 year · daily
- Reviewed: August 2025
- Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

I've had a great experience using Firmex. My client was particularly price-sensitive, and Firmex offered a very fair and competitive rate. I’ve uploaded over 500 documents so far, and the platform makes it incredibly easy to keep everything organized and accessible.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

I really appreciate how clean and intuitive the interface is—especially when it comes to moving folders and files around. It makes organizing the VDR everything feel effortless especially when I am in a time crunch.

#### Cons

The interface could use a bit of improvement, but overall, the platform has everything you need to run a full dataroom for an M&A process. It’s comprehensive and gets the job done efficiently.

#### Vendor response

Thank you for your thoughtful feedback! We're so glad to hear that our clean and intuitive interface is helping you stay organized—especially when time is tight. Making file and folder management effortless is exactly what we aim for, and it's great to know it's making a difference in your workflow. If you ever have suggestions for further improvements, we’re all ears!

Replied September 2025

---

### Tremendous

- Overall rating: 5/5
- Reviewer: Verified Reviewer
- Industry: Automotive
- Company size: 51-200 employees
- Product usage: 1-3 years · weekly
- Reviewed: July 2025
- Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

Great, it is a no frill or gimmicks environment, does the job intuitively and logically without too much clutter.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 4/5

#### Pros

Ease of use, the layout and overall look and feel is quite appealing and intuitive, next steps feel logical

#### Cons

Cannot load or copy a pre-determined folder structure. We should be able to copy folder structures from completed projects etc.?

#### Vendor response

Thanks so much for the kind words as we are always making sure our ease of use and overall intuitiveness of the platform is front and center for our users during their experience with Firmex! We do have the ability to upload full folder structures, either through an excel sheet that our support team can assist with populating or within your documents on your local drive. If there was an issue, it may be because of project or group level permissions that prohibited the user from uploading set information. Our support team is always available 24/7 for every user that has access to the project within Firmex.

Replied August 2025

---

### Firmex_Report

- Overall rating: 5/5
- Reviewer: Verified Reviewer
- Industry: Mining & Metals
- Company size: 2-10 employees
- Product usage: 3-5 years · weekly
- Reviewed: May 2025
- Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

My over all experience with the system is very good but the overall experience with the agents were EXCELLENT. Agents were very nice, friendly and knowledgeable. Today, thanks to [sensitive content hidden] for a job well done.

#### Ratings breakdown

- Ease of use: 4/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 4/5

#### Pros

I can organize the folders and files in a the way I wanted them to appear. I like that the dates on each file is shown as it provides information to the administrator if the file is updated.

#### Cons

I did not like the set-up where I have to create redundant folders for users with read only permission and different folder for users with full access permission.

#### Vendor response

Thank you for your feedback! We're glad to hear that you appreciate the ability to organize folders and files to your preference, and that the visible file dates are helpful for tracking updates—especially from an administrative perspective. The ability to apply folder lever permissions allows you the security capabilities of restricting access to certain parties versus giving the same access to everyone. When conducting a diligence matter that is not always the case and one of the core features we provide compared to other providers in the market.

Replied June 2025

---

### Firmex review

- Overall rating: 5/5
- Reviewer: Verified Reviewer
- Industry: Consumer Goods
- Company size: 51-200 employees
- Product usage: less than 1 year · daily
- Reviewed: September 2025
- Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 4/5

#### Pros

Value and ease of use, onboarding was prompt and professional. File uploading is a breeze and the layout is intuitive.

#### Cons

Not much on cons, but I think if you have to upload very large files or data you might run into capacity or speed issues that might slow performance.

#### Vendor response

Thank you for your kind words! We're thrilled to hear that you found value in the platform and that the onboarding experience was smooth and professional. It's great to know that uploading files is easy, and the layout feels intuitive. We’re committed to making your experience as seamless as possible—please don’t hesitate to reach out if there’s anything else we can do to support you!

Replied October 2025

---

### All Five Stars

- Overall rating: 5/5
- Reviewer: Verified Reviewer
- Industry: Law Practice
- Company size: 51-200 employees
- Product usage: 1-3 years · monthly
- Reviewed: November 2025
- Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

My overall experience with Firmex Virtual Data Room has been quite positive. I do think that your customer service is probably your greatest strength and the people who work in that space should be rewarded for their work.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 4/5
- Customer support: 5/5
- Functionality: 4/5

#### Pros

Customer support is always available and helpful. I have never experienced an issue that customer support could not address in one phone call.

#### Cons

Perhaps the reporting could be a bit more robust. Not a huge complaint, though. There are simply times when a report request comes in from a client and I cannot find a suitable option within Firmex.

---

### Great Functionality and Customer Service

- Overall rating: 5/5
- Reviewer: Verified Reviewer
- Industry: Financial Services
- Company size: 51-200 employees
- Product usage: 3-5 years · weekly
- Reviewed: February 2024
- Review source details: This review was submitted organically. No incentive was offered

Really good - better and cleaner offering than the main VDR competitors in the marketplace

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 3/5
- Customer support: 5/5
- Functionality: 4/5

#### 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

#### Vendor response

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.

Replied March 2024

---

### Amazing Virtual Data Room

- Overall rating: 5/5
- Reviewer: Pratik M.
- Industry: Financial Services
- Company size: 2-10 employees
- Product usage: less than 1 year · daily
- Reviewed: May 2024
- Review source details: This review was submitted organically. No incentive was offered

Overall, I have had a great experience with Firmex and would highly recommend this to anyone looking for an effective deal room.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

The ease of use, ability to create the data room and the Q&A function built into the tool to manage all of the questions and answers related to the deal itself. Very dynamic and it allows you to have multiple security controls on documents.

#### Cons

The storage limit provided as part of the initial package. It would have been nice to get more storage space for the price paid.

#### Vendor response

Thanks for the feedback and great to hear about your experience with our best in class VDR product. As for the storage, we give you the flexibility to take information down and not be billed within a certain time frame. You always have the ability to speak with your rep about storage package to give you the most cost effective way of doing so.

Replied June 2024

---

### Feedback - user

- Overall rating: 5/5
- Reviewer: Verified Reviewer
- Industry: Investment Management
- Company size: 2-10 employees
- Product usage: less than 1 year · daily
- Reviewed: September 2025
- Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

Very satisfied overall. Solid product. The product does what it is intended to do. There is a lot of info to go through.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

Easy to maneuver around, clearly defined categories, organized thoughtfully. I like the ability to download documents as well.

#### Cons

Security process can be a bit tricky with two step authentication. My security key didnt call up and had to reset stuff which created a several hour delay in accessing info.

#### Vendor response

Thank you for your thoughtful feedback! We're glad to hear that you find the platform easy to navigate and well-organized. It's great to know the clearly defined categories and document download feature are adding value to your experience. If there's anything else we can do to enhance your workflow, feel free to let us know!

Replied October 2025

---

### Great customer service

- Overall rating: 5/5
- Reviewer: Verified Reviewer
- Industry: Insurance
- Company size: 10000+ employees
- Product usage: less than 1 year · monthly
- Reviewed: July 2025
- Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

Fantastic experience. Easy to use and great customer support. I felt like Firmex was invested in me and wanted me to have good user experience.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

It is easy to use. I had an issue uploading documents at fist. So I called customer support. [sensitive content hidden] set up a zoom call and worked diligently to resolve my issue. She showed me another way to upload documents that worked like a charm. Great personality too. She really took the time to make sure I was satisfied with her answer and could upload documents to the data room.

#### Cons

Once I figured out how to upload the documents, the process was smooth. [sensitive content hidden] set up a zoom call and worked diligently to resolve my issue.

#### Vendor response

Thank you for your feedback! We're thrilled to hear that you found the platform easy to use and that our customer support team was able to assist you effectively. We're especially glad that [Name Hidden] was able to resolve your document upload issue with care and dedication. Her commitment to ensuring your satisfaction and her helpful guidance truly reflect the level of service we strive to provide. We'll be sure to pass along your kind words!

Replied August 2025

---

### Recommend Firemex

- Overall rating: 5/5
- Reviewer: Albert P.
- Industry: Financial Services
- Company size: 10000+ employees
- Product usage: less than 1 year · monthly
- Reviewed: February 2025
- Review source details: This review was submitted organically. No incentive was offered

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

Easy to use and not as complicated as other VDRs

#### Cons

Not much cons I found. I had no problem using Firmex VDR.

#### Vendor response

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.

Replied March 2025

---

### Firmex has been an ideal fit for our company!

- Overall rating: 5/5
- Reviewer: Verified Reviewer
- Industry: Venture Capital & Private Equity
- Company size: 501-1000 employees
- Product usage: less than 1 year · daily
- Reviewed: May 2023
- Review source details: This review was submitted organically. No incentive was offered

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.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### 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.

#### Vendor response

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.

Replied June 2023

---

### Good product

- Overall rating: 5/5
- Reviewer: Verified Reviewer
- Industry: Financial Services
- Company size: 11-50 employees
- Product usage: 3-5 years · weekly
- Reviewed: June 2024
- Review source details: This review was submitted organically. No incentive was offered

So far so good for myself and our users.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### 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.

#### Vendor response

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.

Replied July 2024

---