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Dealtable REVIEW

Document Management Software

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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.

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.

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.’

Awards & Quality Certificates

Dealtable Position In Our Categories

Position of Dealtable in our main categories:


Dealtable is one of the top 200 Accounting Software products


Dealtable is one of the top 200 Collaboration Software products


Dealtable is one of the top 200
Accounting Software products


Dealtable is one of the top 200
Collaboration Software products

Dealtable is also listed in the following subcategories:

Document Management Software#44 E-Signature Software#18
Document Management Software#44
E-Signature Software#18

Every company has its own characteristics, and might require a special Accounting & Finance Software solution that will be fit for their business size, type of customers and staff and even particular niche they deal with. You should not count on finding an ideal services that is going to be suitable for every company regardless of their background is. It may be a good idea to read a few Dealtable reviews first and even then you should keep in mind what the service is intended to do for your business and your staff. Do you need a simple and straightforward app with only essential features? Will you actually make use of the complex tools needed by pros and large enterprises? Are there any specific features that are especially practical for the industry you work in? If you ask yourself these questions it will be much easier to get a reliable service that will match your budget.

How Much Does Dealtable Cost?

Dealtable Pricing Plans:

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

We realize that when you make a decision to buy Document Management Software it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and Dealtable reviews across a wide range of social media sites. The data is then presented in an easy to digest form showing how many people had positive and negative experience with Dealtable. With that information at hand you should be equipped to make an informed buying decision that you won’t regret.






Technical details

Devices Supported
  • Windows
  • Linux
  • Android
  • iPhone/iPad
  • Mac
  • Web-based
Language Support
  • USA
  • UK
  • Canada
  • International
Pricing Model
  • Quote-based
Customer Types
  • Small Business
  • Medium Business
  • Cloud Hosted

What Support Does This Vendor Offer?


What are Dealtable pricing details?

Dealtable Pricing Plans:

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

What integrations are available for Dealtable?

No information available.


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