Best Virtual Data Room Software for Safari

Trackers centralize your diligence checklists. Upload a checklist template or a pre-made checklist. Set permission controls down to the row for your trackers. Give your target the ability to upload and organize relevant documents. Set permissions quickly and easily on what your workstreams have access to. Create question-and-answer groups, create filterable categories of questions, set up approval workflows and collaborate on the move using the mobile application. Create custom reports and get real-time updates from your team. Track project analytics and activity at the document, workstream, or user level. All projects come with proactive assistance included at no additional cost. You can get practical help on everything from optimizing your room to meeting deadlines.

Drag-and-drop spreadsheets to import and update contact information of potential bidders. Track engagement for each opportunity. Create multiple emails in seconds, each password-protected and watermarked, to reach hundreds of buyers. Receive updates in real-time on buyer engagement and milestones. Export live data in one click and make decisions based upon a single source. Analyze buyer behaviour across multiple opportunities for a deeper strategic vision. Understanding deal probabilities and market dynamics has never been easier. Connect Outreach to your CRM system for seamless continuity and two-way data flows.

Drag and drop files into Datasite. Select users can then email files directly to the project. Our bulk editing tools make it easy to prepare content. Manage redactions with confidence and ease. Let Artificial Intelligence (AI), find all instances of a particular word in the data room and find all Personal Identifiable Information. Datasite Diligence is the premier sell-side database. It has everything you need to move from marketing to deal management with agility. Your playbook and workflows are all ready for you. AI can be used to categorize, translate, and index content. The AI will suggest the best location for each file, even those nestled three levels below. Use the preview feature in translation to ensure that content is filed correctly.