Merrill DatasiteOne Review

Merrill DatasiteOne
Our score: 9.5 User satisfaction: 97%

What is Merrill DatasiteOne?

Merrill DatasiteOne is an efficient and highly secure virtual data storage system and sharing platform. It replaces your less fortified and ineffectual online information library to accelerate your business’s growth. This is primarily targeted at organizations that want to accelerate their due diligence process for capital transactions, such as M&A (mergers & acquisitions).

With Merrill DatasiteOne, you can swiftly organize your paper files into digital documents on-site or in one of Merrill’s offices. Once your electronic data is in place, you can manage and share large volumes across the enterprise. More than that, the solution promotes faster transactions because it lets you retrieve pertinent materials with a few keystrokes.

There are visual dashboards as well, which provide access to KPIs regarding documents, buyers, etc. What’s more, you can request for a dashboard that’s customized specifically to your business’s requirements and branding.

DatasiteOne also features an integrated redaction tool that could automate a lot of the redaction and un-redaction process of your files and documents. A team of experts handles customer support and can be reached through different channels, including email, phone, and live chat, which are available 24/7.

Furthermore, Merrill DatasiteOne offers you granular access rights control. This means that you can modify permissions at every level to ensure that only authorized personnel can handle, view, and edit sensitive company information.

The system comes with a mobile application for iOS devices (iPad and iPhone) that allows you to monitor and organize your documents even on the go. You can search for specific files anytime, anywhere. It also syncs with other devices to ensure that any of the information you’re dealing with at any given time, on any device, is always updated. Admins can also add, remove, or change the status of users from the app.

Merrill offers DatasiteOne as a subscription-based service. You can contact them to set up a plan tailored to your business.

Overview of Merrill DatasiteOne Benefits

Merrill DatasiteOne is a robust virtual data room and sharing platform that allows users to keep, organize, retrieve, and collaborate files and documents. It offers the following benefits:

Expeditious Search

Key to swift document retrieval is the efficient organization of files and folders. That is something the people behind Merrill DatasiteOne understand, which is why the solution comprehensively indexes every bit of information in the database. Because of this, you can instantly find the answers you are looking for, regardless of the simplicity or the complexity of your search terms.

Moreover, DatasiteOne features Optical Character Recognition, which enables it to provide search results at an amazing speed. The words are searched throughout entire documents as well and not just the titles.

Organized Files

File storage management is intuitive and straightforward. The data room can be organized through drag-and-drop controls. Also, up to 50 GB of zip files can be uploaded to the virtual storage. The system helps improve the efficiency of workers by retaining the folder structure of the uploaded files and giving each folder and file name a placeholder.

Powerful Dashboards and Analytics

The system features various visual dashboards that allow you to monitor everything at a glance. There are filters to organize data by document, role, user, Q&A, and more. This provides a better chance to spot trends, issues, and opportunities within the system.

Visuals and data can also be converted to PDF files or can be exported to Excel. Furthermore, you can also request a fully customized dashboard – from the looks to the way data are filtered and formatted – specifically to your business.

Automated Redaction

Merrill DatasiteOne features an integrated tool that adequately speeds up the entire redaction process through its fast and accurate search function. You can mark logos, images, handwritten notes, and texts to redact. You can quickly look for files with redaction masks, as well. And when the deal progresses, un-redacting documents is just as easy.

Round-the-clock Customer Service

When experiencing issues or having a question in mind, users can easily reach Merrill’s team of customer support. They’re available through chat, email, phone, or even in-person. They can also speak 15 languages, which is great for customers who’re not native English speakers. To top it off, the customer team is ready to serve 24/7.

Highly-secured Platform

DatasiteOne protects your files, sensitive information, and transactions through security measures scattered across the entire data-chain. These include mobile biometrics, two-factor authentication, and AES 256-bit encryption, to name a few. Furthermore, the system is EU-US Privacy Shield certified, GDPR-compliant, ISO-27001 certified, and more.


The system comes with a mobile app that extends its functionalities, user permission management, data room access, etc., and makes them available anytime and anywhere. Documents can also be viewed through the mobile-optimized display so you can conduct your business on the move.

Granular Permissions

From file uploading to viewing, printing, and downloading data, you can set stringent access controls with Merrill DatasiteOne. Aside from that, the solution enables you to track file activities, such as who last accessed them and when. This lets you ensure that only authorized personnel have done so. Because when you know that sensitive company information is accessible only to those you have been approved, you can conduct your transactions confidently.

Immediate ROI

Merrill DatasiteOne does not take long to set up. After less than two hours, it is ready for you to transfer company information into its more secure database. Once file transfers are complete, you can provide access rights to key individuals in the enterprise for them to start using the virtual data room for their transactions. As such, you can gain an adequate return on investment immediately.

Overview of Merrill DatasiteOne Features

  • Online File Sharing
  • File Organization
  • File & Folder Indexing
  • Simple & Advanced Search
  • Real-Time Reports
  • User Access Controls
  • Activity Tracking
  • Integrated Redaction
  • Mobile App
  • Q&A Management
  • Project Management Support
  • Optical Character Recognition
  • Custom Dashboards

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Merrill DatasiteOne Position In Our Categories

Bearing in mind companies have specific business needs, it is only prudent that they avoid getting a one-size-fits-all, “perfect” business program. Nonetheless, it would be almost impossible to try to come across such a software product even among widely used software systems. The right step to do is to make a list of the various vital aspects which demand examination like major features, price plans, skill ability of the users, organizational size, etc. After which, you must do the product research to a full extent. Read some of these Merrill DatasiteOne evaluations and look into the other software systems in your shortlist in detail. Such all-encompassing research ensure you avoid unfit applications and choose the one which includes all the aspects your company requires to realize efficiency.

Position of Merrill DatasiteOne in our main categories:


Merrill DatasiteOne is one of the top 3 Virtual Data Room Software products

If you are interested in Merrill DatasiteOne it could also be sensible to investigate other subcategories of Virtual Data Room Software gathered in our database of B2B software reviews.

Every enterprise has different requirements and requires a software that can be customized for their size, type of workers and buyers, and the specific industry they are in. For these reasons, no software can provide perfect functionality out-of-the-box. When you look for a software app, first be sure what you want it for. Read some Merrill DatasiteOne Virtual Data Room Software reviews and ask yourself do you need basic functionality or do you want complex functionality? Are there any industry-specific tools that you are looking for? Get the answers to these queries to assist your search. There are lots of aspects that you need to reflect on and these include your finances, particular business needs, your organization size, integration needs etc. Take your time, use a few free trials, and finally choose the app that offers all that you need to boost your company effectiveness and productivity.

How Much Does Merrill DatasiteOne Cost?

Merrill DatasiteOne Pricing Plans:

Free Trial

Quote-based Plan

Contact vendor

Merrill DatasiteOne does not provide details of its pricing plans. Interested parties have to request from the sales team by phone or web form.

User Satisfaction

Positive Social Media Mentions 40
Negative Social Media Mentions 2

We realize that when you make a decision to buy Virtual Data Room 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 Merrill DatasiteOne 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 Merrill DatasiteOne. With that information at hand you should be equipped to make an informed buying decision that you won’t regret.


Technical details

Devices Supported

  • iPhone/iPad
  • Web-based


  • Cloud Hosted

Language Support

  • English
  • Chinese
  • German
  • Japanese
  • French

Pricing Model

  • Quote-based

Customer Types

  • Large Enterprises
  • Medium Business

What Support Does This Vendor Offer?

  • email
  • phone
  • live support
  • training
  • tickets

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What are Merrill DatasiteOne pricing details?

Merrill DatasiteOne Pricing Plans:

Free Trial

Quote-based Plan

Contact vendor

Merrill DatasiteOne does not provide details of its pricing plans. Interested parties have to request from the sales team by phone or web form.

What integrations are available for Merrill DatasiteOne?

No information available.


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Reviewed By Louie Andre
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