TrueContext
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Drag-and-Drop File Upload
- Simple Permissions
- Full-Text Search
- Live-Link Documents
- Visual Request Lists
- Requests Import
- Messages Notifications
- Labels
- Progress
- Tracking
- Track Diligence Progress
- Predict Buyer Concerns
- Documents Activity
- Investigate Buyers Engagement
- Convenient Reporting
- Permissions For Uploaded
- Files
- Real-Time Progress
- Detailed Audit Trails
- Time Tracking
- Filters
- Upload Directly To Requests
- Requests Dependencies
- Approve Request Answers
Pricing Info
Pricing Info
DealRooms offers the following basic and enterprise pricing options:
Plans – from $1,000 per month
- Unlimited data
- Unlimited users
- Data room features
- Pipeline management
- Diligence management
- Integration management
- Advanced analytics
- Progress tracking
- Dedicated success manager
- 24/7 personalized support
Enterprise – Custom Enterprise Pricing
- Private cloud on AWS
- Custom configuration
- Automated reporting
- Custom reports
- Tailored onboarding
- Third party integrations (Office365, Outlook, Salesforce, Slack, etc.)
Integrations
Integrations
DealRoom integrates with the following business systems and applications:
- Office365
- Outlook
- Salesforce
- Slack
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Baird, Stout
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
An agile project management software designed specifically for firms and individuals that work in mergers and acquisitions (M&A).
Company Email
sales@dealroom.net
Contact No.
Company's Address
DealRoom Inc.
205 W Wacker Dr #617
Chicago, IL 60606
USA
DealRoom Comparisons
Popular DealRoom Alternatives
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
Mobile Forms App features
- Offline work mode
- Market-leading data input options
- Native OS user interface (iOS, Android, Windows 10)
- In-app branding and customization
- Sections / Repeatable sections / Conditional sections
- Conditional logic
- Auto-populate forms with data from cloud or back-office systems
- Data source filter and search
- Rich Photo/Sketch: multiple images, drawing tools, zoom-in/out, thumbnail summary, picture quality/size, stamp form data on images
- Date/time/duration controls & calculations
- Barcode & QR code scanning
- Click-to-Call, Click-to-SMS, Click-to-Email, Click-to-Web, Click-to-PTT, contact directory
- Form Summary (with share/print options)
Integrations & Workflow features
- Out-of-the-box support for numerous cloud services and back-office systems
- Business document output support: PDF, MS Word, HTML, plain text, calendar event (iCal), business card (vCard)
- Customizable data file output support: CSV, JSON, XML, plain text
- Dispatching: via API, via Portal, bulk dispatch, image dispatching
- Custom Filters on data destinations/integrations
- Dispatch destination (Mobile to Mobile workflows)
- SMS notifications
- Form to email
Analytics & Reporting features
- Data Output options: PDF, Word, CSV, HTML, XML, JSON, Business Card, Event invitation, Custom DREL
- Data record listing & filtering
- Form submission charts (via web-portal)
- Online viewing of PDFs
- Visual mapping of data record submission locations
- Custom PDF/Word document output formatting (fee applies)
- Unlimited analytics data storage
- Data export (manual or scheduled)
- Data export filters
- Advanced Analytics – Data management service
- Advanced Analytics – Interactive dashboards and reports access
- Advanced Analytics – Scheduled reports pushed via email
- Advanced Analytics – Report authoring
- Advanced Analytics – Dashboard authoring
Pricing Info
Available plans:
Essentials – $15/user/month
- Advanced data collection
- Simple business logic
- Simple outputs and integrations
- Multi-platform
- Offline functionality
Advanced – $45/user/month
- Advanced conditional logic
- Advanced integrations
- Advanced outputs
- Multi-depths, higher usage limits
Enterprise
– Request a quote
- Single sign-on & advanced security
- Advanced input controls
- Advanced form management
- Unrestricted usage
*Each user represents a ProntoForms activated mobile device. Monthly subscription price based on annual contract.
Integrations
TrueContext integrates with a variety of business systems and applications: Pre-Built Enterprise Integrations:
- FTP
- HTTP GET
- HTTP File Upload
- HTTP POST / PUT
- Template-Driven HTTP
- WebDav
- Sharepoint
Pre-Built Cloud Integrations:
- Box
- Dropbox
- Evernote
- ShareFile
- Geotab
- Google Sheets
- Google Cloud Print
- Google Contact
- Google Drive
- QuickBooks Online
- SalesForce
- ServiceMax
- Sharepoint
- Microsoft OneDrive
- Microsoft Sites Document Library
- Zendesk
- Salesforce Custom Object
- Amazon Cloud
TrueContext also offers REST API that makes it possible to integrate it with virtually any back-end system, including large enterprise systems, e.g., SAP, Oracle, as well as proprietary in-house systems. Supported features include form dispatching, data source updates, form document, data retrieval, user management and many more.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Halliburton, Toshiba, Amtrak
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
TrueContext, a winner of our Best Forms Automation Software for 2019, is a top tool for managing teams and projects. It helps users save costs and effort by automating mobile workflows. The platform also helps remote workers collect data on mobile devices easily, generate insights, and share with the larger team.
Company Email
sales@prontoforms.com
Contact No.
Company's Address
2500 Solandt, Suite 250
Ottawa, Ontario K2K 3G5
Canada
TrueContext Comparisons
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Almost as important as functionalities and client support level are pricing plans made available by DealRoom and TrueContext. Even though price should not be the sole factor it’s definitely a key thing to think about. You should try to find a flexible pricing plan that can be matched with your company size and painlessly scaled up when your team grows. You should be certain you don’t pick packages that include advanced tools that you won’t find useful and always try to contact with the vendor directly because big companies can often benefit from special pricing. You should also give a chance to a free trial or demo of each solution to spend at least some time working with it. It’s a useful experience that doesn’t need you to pay any money and provides you with a solid overview of what it’s like to work with DealRoom and TrueContext.
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