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Dealtable Review

Dealtable
Our score: 8.0 User satisfaction: 100%

What is Dealtable?

Dealtable is a tool that gives you that private space in the cloud where you can store your deals, related files and other information. With Dealtable, you can enjoy total control of how your deals are marketed and negotiated. You can also control members of your deals and set permissions to download, edit, or sign deal documents.

This cloud-based document management solution is integrated with e-signing functionality that is legally binding, much like how legally binding an actual document is when you affix your signature on the paper. Simply put, Dealtable is the next generation deal management software you need if you want to close deals quicker and more efficiently.

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Overview of Dealtable Benefits

Looking for a next generation deal management solution that comes with robust feature set and streamlines processes so that you can close your deals faster and with much efficiency? Then you can’t go wrong with Dealtable. This cloud-based deal management platform lets you take charge of your deals and with other parties. You can enjoy capabilities like collaborating, negotiating, and marketing your deals on your own terms.

Providing users with a secure private digital room in the cloud, you can set permissions to other members of the deal. You decide what they can download, edit, and sign. Dealtable quarantines all data so you know that all information regarding your deals is safe and secure. You no longer have to enter into a data room and do deals with your partners, clients, etc.

Dealtable boasts of the highest level of security and a vast selection of features. Dealtable enables users to share files, collaborate on deals, and perform other tasks without worrying about security.

The platform enables users to effortlessly manage members in a deal, and market deals by exporting data and embedding it onto any other website. Tracking documents is a breeze and all signatures affixed on documents are legally binding, as Dealtable is equipped with an integrated e-signature functionality that works just like pen on paper.

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Overview of Dealtable Features

  • Secure document management
  • Password-less login and onboarding (instant-onboarding)
  • Granular deal member permissioning
  • Document version control
  • Built-in e-signing
  • Deal advertisement exporting and embedding
  • Reporting
  • Document activity tracking

What Problems Will Dealtable Solve?

When a broker dealer or placement agent is trying to sell a company, they have sometimes hundreds of documents they need to share with prospective buyers – these documents need to be organized and clearly presented to buyers for due diligence. With Dealtable, they can organize and manage all of those documents and show only select versions of the documents to an users they add into the deal.

If a placement agent has a website for the investors in their personal network to see the deals that they are working on, they can take the deal tombstone (embeddable deal advertisement) and put it at the top of their site. This tombstone shows high-level information about the deal and has a customizable call to action on it, such as ‘request access to deal’ or ‘contact deal sponsor.’

Dealtable Position In Our Categories

Knowing that businesses have their own business-related needs, it is rational that they avoid seeking a one-size-fits-all, ”best” software. Nonetheless, it would be almost impossible to try to come across such an app even among well-known software solutions. The reasonable thing to undertake can be to narrow down the different chief functions that demand investigation such as major features, plans, technical skill levels of staff, organizational size, etc. The second step is, you must do the research fully. Have a look at some Dealtable reviews and look into each of the software systems in your list more closely. Such well-rounded product investigation ensure you take out ill-fitting software solutions and pay for the system that provides all the features your company requires.

Position of Dealtable in our main categories:

TOP 500

Dealtable is one of the top 500 Accounting Software products

TOP 500

Dealtable is one of the 500 Collaboration Software products

Each organization has different needs and needs a system that can be customized for their size, kind of employees and customers, and the specific industry they are in. For these reasons, no system can proffer perfect functionality out-of-the-box. When you look for a software app, first be sure what you want it for. Read some Dealtable Document Management Systems reviews and ask yourself do you need basic tools or do you require complex features? Are there any industry-specific functionalities that you are searching for? Obtain the answers to these questions to help your search. There are multiple aspects that you need to mull over and these include your finances, particular business requirements, your company size, integration needs etc. Take your time, use a few free trials, and finally zero in on the system that presents all that you need to boost your organization efficiency and productivity.

How Much Does Dealtable Cost?

Dealtable Pricing Plans:

Free Trial

Quote-based Plan

Contact vendor

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What are Dealtable pricing details?

Dealtable Pricing Plans:

Free Trial

Quote-based Plan

Contact vendor

Dealtable is a virtual data room platform that is priced depending on users’ particular needs. Contact Dealtable for  enterprise pricing and other product details.

User Satisfaction

Positive Social Media Mentions 2
Negative Social Media Mentions 0

We are aware that when you decide to get a Document Management Systems it’s important not only to learn how experts score it in their reviews, but also to find out if the real people and companies that purchased it are actually happy with the service. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that collects customer reviews, comments and Dealtable reviews across a vast range of social media sites. The information is then featured in a simple to understand format indicating how many users had positive and negative experience with Dealtable. With that information at your disposal you should be prepared to make an informed buying choice that you won’t regret.

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Technical details

Devices Supported

  • Windows
  • Linux
  • Android
  • iPhone/iPad
  • Mac
  • Web-based

Deployment

  • Cloud Hosted

Language Support

  • English

Pricing Model

  • Quote-based

Customer Types

  • Small Business
  • Medium Business

What Support Does This Vendor Offer?

  • email
  • phone
  • live support
  • training
  • tickets

What integrations are available for Dealtable?

No information available.

 

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Jenny Chang

By Jenny Chang

Jenny Chang is a senior writer specializing in SaaS and B2B software solutions. Her decision to focus on these two industries was spurred by their explosive growth in the last decade, much of it she attributes to the emergence of disruptive technologies and the quick adoption by businesses that were quick to recognize their values to their organizations. She has covered all the major developments in SaaS and B2B software solutions, from the introduction of massive ERPs to small business platforms to help startups on their way to success.

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