Firmex Virtual Data Room Reviews & Product Details

I love Firmex Virtual Data Room for secure document sharing and deal management, especially during our M&A transactions. The granular permission controls offer peace of mind, allowing us to share sensitive documents without worrying about unauthorized access. I also appreciate the Q&A workflow, which keeps deal questions organized and efficient, making due diligence a breeze. Integrating Firmex with DocuSign and Salesforce streamlines our workflow. Moreover, the UI is way more intuitive than our previous tool, and their support team is super responsive. The setup process was straightforward, with Firmex's team helping us migrate data and onboard with minimal hiccups. Firmex scales nicely for our company of around 50 people. Review collected by and hosted on G2.com.

One thing – would love more customization options for the UI. Some clients find it a bit dated. Review collected by and hosted on G2.com.

I use Firmex Virtual Data Room for secure document sharing and due diligence in M&A deals. It streamlines processes efficiently. The intuitive interface and granular permissions make it easy to control access, and the Q&A feature is great. It simplifies document management, enhances security, and speeds up deal closure. The onboarding process is straightforward, helping users adapt quickly, and the permissions offer peace of mind for data security. I also like the centralized communication that the Q&A feature provides, tracking questions efficiently and reducing email clutter. The seamless integrations with Microsoft Office, Salesforce, and DocuSign streamline workflow. The security and user experience outperform other products, and better support sold us on the switch from ShareVault. Review collected by and hosted on G2.com.

The reporting analytics could be more robust. I think customizable templates and real-time updates would boost insights. Review collected by and hosted on G2.com.

I love the granular permissions; they let us control exactly who sees what, giving us peace of mind when sharing sensitive documents. The activity tracking is also great because it helps us stay on top of deal progress and maintain transparency by showing us who's viewing what and when. Firmex Virtual Data Room is super intuitive and was much easier and more secure than our previous solution. The initial setup was super easy, with Firmex's support team guiding us, and we were live in hours. Additionally, the way it integrates with Microsoft Office and Dropbox makes document management seamless. Firmex scaled nicely to accommodate our company size of around 45 people. Review collected by and hosted on G2.com.

The mobile app could be more intuitive. And a bulk export feature would save time. Review collected by and hosted on G2.com.

I love Firmex Virtual Data Room's bulletproof security and customizable permissions, which give me control over who sees what. The deal analytics provide valuable insights, and granular permissions offer peace of mind by tracking every action with audit trails. The initial setup was lightning fast, and the Firmex team did a great job with onboarding and training, getting us live in days. Integrating with Microsoft Office 365 and Salesforce makes document sharing and deal tracking seamless. My deal teams loved the switch from Intralinks because Firmex cost less and had a better UX. Review collected by and hosted on G2.com.

I find the mobile app UX could be sleeker. Sometimes file uploads lag. For the mobile app, simpler navigation and faster uploads would be better. Maybe biometric login for more security on-the-go. Review collected by and hosted on G2.com.

It is easy, simple and fast. You don't need to be a software expert to use it. It is simple in a way any person with no experience can use it with few clicks. Review collected by and hosted on G2.com.

Actually, I can't say I dislike something in Firmex Virtual Data Room because you copy a full tree of info without having to do it one by one. The updates are very good in a way that you only update with the new entries or documents. Review collected by and hosted on G2.com.

What I appreciate most about Firmex is how effortlessly it enables secure document sharing throughout due-diligence projects. The interface is straightforward and user-friendly, which means organizing extensive collections of confidential files is quick and efficient. The permission controls are highly detailed, letting us set precise access levels for both internal teams and external partners. I also value the platform’s reliability—uploads are consistently fast, the system runs smoothly, and the activity tracking is both clear and transparent. Review collected by and hosted on G2.com.

The main challenge I’ve encountered is that navigating very large folders containing thousands of documents can occasionally become slow. Additionally, new users might require a brief adjustment period to grasp the permission structure and workflows. It would also be beneficial to have more customization options for dashboards or reporting. Despite these minor issues, they are outweighed by the platform’s overall quality and reliability. Review collected by and hosted on G2.com.

cloud-based solution dvanced security with encryption and access control and an Intuitive, user-friendly interface Review collected by and hosted on G2.com.

Limited customization options and Occasional lag with large uploads , but its ok in the big picture. dont make this a bad product at all Review collected by and hosted on G2.com.

It is a very efficient, easy to use platform that makes our job easier. What I like best is our ability to monitor user activity in real time and provide meaningful updates and feedback to our clients. It also helps us understand our deal participants better. Review collected by and hosted on G2.com.

Compared to what we were using before Firmex has been a dramatic improvement so it is hard to come up with specific downsides but, as with any online platform, improvements can always be made. Perhaps there is an way to automate report generation and distribution to administrators. Review collected by and hosted on G2.com.

Easy and seamless upload and sharing of documents in our dataroom with clients. It has been reliable, intuitive, and efficient upload/sharing time. Review collected by and hosted on G2.com.

In my experience, nothing yet. Its been effortless management and sharing of our dataroom with clients. Firmex Exceeds Expectation Review collected by and hosted on G2.com.

We've used the Firmex data room for several years now and it is regularly praised by our clients and other solicitors for being user friendly and easy to use. We use the data room daily and have rarely needed customer support or experienced any outages, making it a reliable tool. The ease of implementation and establishing a data room is should also be highlighted, which pleases clients who urgently need a data room opened. Overall, we would recommend Firmex to any mergers and acquisition departments. Review collected by and hosted on G2.com.

Our only comment would be adding more security features before entering the data room Review collected by and hosted on G2.com.