Included users i Number of team members included in your plan. Additional seats can be added at any time.
1 user
2 users
3 users
Link access controls i Require an email to view, set passcode or expiration, and allow downloading on a per-link basis
New version, same link i Upload a new version, and every link automatically updates to show the latest
Revoke access anytime i Instantly disable access to any shared document at any time
AI chat i Chat with AI to set up your data room, get answers from your documents, and explore visitor analytics
Full-text search i Search across the full text of every document - including scanned files and images
Export document visitor data i Download a list of everyone who viewed your document, along with their activity
Support all basic file types i Share PDFs, Word docs, Excel sheets, PowerPoint files, and more
Local file upload i Upload files directly from your computer
Content library with folder organization i Organize all your documents in a centralized library with nested folders and sub-folders
Unlimited visitors i No cap on how many people can view your shared documents
Real-time engagement notifications i Get instant alerts when someone opens, reads, or interacts with your documents
Visitor location tracking i See the geographic location of each document visitor at the time of access
Read and forward alerts i Know immediately when a recipient reads or forwards your document
Visit analytics dashboard i View individual and aggregated visitor data across all your documents in one place
Account-level visits and views rollup i See a summary of all document visits and views across your entire account
Duplicate data rooms i Duplicate an existing data room structure to quickly set up new deal rooms
Internal collaborators i Invite team members to co-manage and contribute to a data room
Visitor notifications i Receive alerts when visitors access or take actions inside your data room
Data room folders i Organize data room content with a structured, nested folder hierarchy
Request files from visitors i Allow collaborators to upload files directly to your data room.
NDAs and gating agreements i Require visitors to accept an NDA or agreement before they can view your content
Fine-grained permissions i Set specific view, download, and print permissions per visitor or document
Group visitor permissions i Organize visitors into groups and control what each group can access, all at once
Export data room visits i Download a full record of who visited your data room and when
Download indexing i Download a full index of all documents in your data room
Personalized viewer links i Generate unique access links that tailor the data room experience for each visitor
Data room Q&A i Let visitors ask questions and get answers directly within the data room, keeping every discussion in one place
Data room audit log i Track every action in your data room with a complete, timestamped record of who did what and when
Workflow i Set up review and approval steps so documents move through the right people in the right order
Data room analytics i Detailed insights into how visitors interact with your data room content
Automatic file indexing i Files are automatically numbered and indexed when added to the data room
Visitors per Data Room i Total number of visitors who can be invited to a single data room
Unlimited
Unlimited
Unlimited
Number of Data Rooms i Total number of data rooms you can create on your plan
Unlimited
Unlimited
Unlimited
Create signable documents i Turn any document into a signable file and share it with recipients in a few clicks.
Instant signing notifications i Get notified the moment a document is viewed, signed, or completed
Request signatures i Send documents out for signature and track their status until everyone has signed
Advanced Administrative Controls
Team management i Centrally manage users, roles, and team settings from one place
Team engagement reports i View aggregated analytics on how your team uses the platform and shares documents
Centralized billing i Manage billing and invoices for all users from a single account