Trial | iDeals Virtual Data Room


The free Trial Plan allows a 30-day free-of-charge service period starting when the first data room is opened. To continue using the solution, a Client must subscribe to one of the Paid Plans by signing the Service Delivery order.

Storage and users

  • deployment of one Data Room (1 Project);
  • uploading of unlimited Client Data in a specific order (user-friendly or in accordance with other Client’s requirements);
  • designation of an unlimited number of Data Room Administrators by another Data Room Administrators, by Corporate Account Owner, by Corporate Account Managers, by Key iDeals Contact, or by iDeals Support Agents;
  • invitation of unlimited Data Room Participants by the Data Room Administrators.

Support, training, and project management

  • live training with shared expert (1 hour per Project);
  • ensuring the operation of the Help Center;
  • premier customer support via telephone, online chat, and e-mail (support response 15 minutes);
  • customer support in 10 languages:
  • project index portfolio by industry;
  • help with data migration and upload.

Customizations and integrations

  • custom branding (logo, color);
  • custom terms of access / NDA;
  • custom login page;
  • custom invitation, documents, and Q&A emails;
  • customizable Q&A workflows.


  • files supported to for secure viewing in PDF or encrypted formats: *.pdf, *.txt, *.doc, *.docx, *.xls, *.xlsm, *.xlsx, *.csv, *.ppt, *.pptx, *.rtf, *.htm, *.html, *.xml, *.mht, *.jpg, *.jpeg, *.jpe, *.gif, *.bmp, *.png, *.svg, *.tif, *.tiff, *.mp4, *.mov, *.avi, *.wmv, *.m4v, *.mpg, *.mxf, *.mkv, *.3gp, *.mpeg, *.ts, *.asf, *.f4v;
  • online PDF viewer;
  • online Spreadsheet viewer;
  • optical character recognition (OCR);
  • full-text search;
  • drag and drop upload;
  • automatic index numbering;
  • multilingual document index;
  • new document notifications;
  • desktop application for upload and sync;
  • mobile applications for iOS & Android;
  • document redaction tool, which allows removing texts or areas from the documents in the Data Room containing any sensitive or confidential information so the redacted content appears blacked out for the Users;
  • document labels / tagging.


  • two-factor authentication;
  • access expiration by time;
  • access restriction by IP address;
  • users, roles, groups, and permissions management;
  • 8 levels of document access management;
  • encrypted PDF and MS Office documents;
  • preview permissions as any user;
  • customizable dynamic watermarks;
  • remote shred/ information rights management;
  • screenshot prevention with Fence View;
  • custom password policies & session timeouts.

Collaboration and reporting

  • track user activity;
  • detailed audit trail;
  • reports export to Excel;
  • scheduled reports sent by Email;
  • questions and answers tool (standard workflow);
  • document notes.

Data hosting, availability, and compliance

  • iDeals’ data centers in 9 regions;
  • 99.95% uptime;
  • SOC 1/2, ISO 27001, GDPR, HIPAA, PCI DSS compliance;
  • SSL/TLS with 2048-bit RSA data transfer encryption;
  • 256-bit AES data at rest encryption.