Included usersNumber of team members included in your plan. Additional seats can be added at any time.
1 user
2 users
3 users
Link access controlsRequire an email to view, set passcode or expiration, and allow downloading on a per-link basis
New version, same linkUpload a new version, and every link automatically updates to show the latest
Revoke access anytimeInstantly disable access to any shared document at any time
AI chatChat with AI to set up your data room, get answers from your documents, and explore visitor analytics
Full-text searchSearch across the full text of every document - including scanned files and images
Export document visitor dataDownload a list of everyone who viewed your document, along with their activity
Support all basic file typesShare PDFs, Word docs, Excel sheets, PowerPoint files, and more
Local file uploadUpload files directly from your computer
Content library with folder organizationOrganize all your documents in a centralized library with nested folders and sub-folders
Unlimited visitorsNo cap on how many people can view your shared documents
Real-time engagement notificationsGet instant alerts when someone opens, reads, or interacts with your documents
Visitor location trackingSee the geographic location of each document visitor at the time of access
Read and forward alertsKnow immediately when a recipient reads or forwards your document
Visit analytics dashboardView individual and aggregated visitor data across all your documents in one place
Account-level visits and views rollupSee a summary of all document visits and views across your entire account
Duplicate data roomsDuplicate an existing data room structure to quickly set up new deal rooms
Internal collaboratorsInvite team members to co-manage and contribute to a data room
Visitor notificationsReceive alerts when visitors access or take actions inside your data room
Data room foldersOrganize data room content with a structured, nested folder hierarchy
Request files from visitorsAllow collaborators to upload files directly to your data room.
NDAs and gating agreementsRequire visitors to accept an NDA or agreement before they can view your content
Fine-grained permissionsSet specific view, download, and print permissions per visitor or document
Group visitor permissionsOrganize visitors into groups and control what each group can access, all at once
Export data room visitsDownload a full record of who visited your data room and when
Download indexingDownload a full index of all documents in your data room
Personalized viewer linksGenerate unique access links that tailor the data room experience for each visitor
Data room Q&ALet visitors ask questions and get answers directly within the data room, keeping every discussion in one place
Data room audit logTrack every action in your data room with a complete, timestamped record of who did what and when
WorkflowSet up review and approval steps so documents move through the right people in the right order
Data room analyticsDetailed insights into how visitors interact with your data room content
Automatic file indexingFiles are automatically numbered and indexed when added to the data room
Visitors per Data RoomTotal number of visitors who can be invited to a single data room
Unlimited
Unlimited
Unlimited
Number of Data RoomsTotal number of data rooms you can create on your plan
Unlimited
Unlimited
Unlimited
Create signable documentsTurn any document into a signable file and share it with recipients in a few clicks.
Instant signing notificationsGet notified the moment a document is viewed, signed, or completed
Request signaturesSend documents out for signature and track their status until everyone has signed
Advanced Administrative Controls
Team managementCentrally manage users, roles, and team settings from one place
Team engagement reportsView aggregated analytics on how your team uses the platform and shares documents
Centralized billingManage billing and invoices for all users from a single account