Virtual Data Room (VDR) for Sales
The best solution to create a secure virtual data room for sales.
We saved 70% by transitioning to Papermark. And managed to scale our sales. Our team loves this modern data rooms.
VDR with Advanced Analytics for Sales
See exactly which slides each buyer paused on, who forwarded the link inside their organization, and which prospects went silent. Page-by-page analytics on PDFs, decks and Excel models — so AEs walk into discovery and renewal calls knowing what champions and committee members actually engaged with.
Sales collateral hub for your revenue team
Use Papermark as a long-running hub for order forms, drafts, signed contracts, commercial proposals, MSAs, SOWs and product collateral. Generate a fresh tracked link per opportunity, scope permissions per buyer team, and consolidate e-signature so you can retire DocuSign for routine sales paperwork.
- • Per-link permissions: view-only, watermarked download, no download, expiry
- • One-click NDA covering multiple recipients without individual email back-and-forth
- • Multi-team workspaces — keep finance and external stakeholders separate
- • Pre-NDA teaser link + post-NDA full-access link from the same content
Sync sales engagement to Salesforce, HubSpot or Slack
Webhooks and an open API push every link creation, view, download and NDA signature back to your CRM — directly on the opportunity record. Connect a CPQ tool to generate the document, push it to Papermark, and stream activity into Salesforce, HubSpot, Pipedrive or Slack so AEs and revenue ops never lose track of where a deal stands.
- • Real-time webhook events (link create, view, download, sign)
- • Two-way Salesforce / HubSpot sync via API + MCP servers
- • Slack notifications when a key buyer reopens a proposal
- • E-signature consolidation — drop DocuSign for routine sales paperwork
Virtual Data Room (VDR) for Sales
All features you may need to grow your business
- Open Source
- Fully open source and transparent infrastructure
- Secure Link Permissions
- Enterprise-grade security for your documents links
- Page by page analytics
- Track engagement and viewer insights
- Custom Domain & Branding
- Personalize and customize your document experience
- AI-Powered
- Enhanced document intelligence with AI
- Community
- Join our growing community of users and customers
Loved by companies and employees around the world
Here's what they have to say about us.
i was looking for an alternative to docsend for the pitch deck. I finally found a nice product @papermarkio🤘
I simply love this product. Papermark is tracking features were instrumental in our fundraising success.
the sheer volume of @papermarkio decks i see these days... hats off.
Currently getting a lot of use out of .@mfts0's "papermark" project! I'm looking to see how he implemented Resend/React Email into his NextAuth stack.
Founders/Investors: If you're sick of DocSend, use PaperMark.
We self-host Papermark at Rubric Labs for doc-sharing. Brilliantly-simple alternative to Docsend. Features are well-executed, so I can't wait to try new stuff!
Papermark team listens to their users and build what they need. Thanks for solving a big pain point.
The reason I love Papermark is because you're building everything I've been looking for, and that Docsend doesn't offer (on a free tier).
best thing is that all the save DocSend to PDF plugins that VCs use probably won't work 😁
FAQ Virtual Data Room (VDR) for Sales
Data room use cases
Virtual Data Room
Secure data room platform for deals and due diligence.
Investment Banking VDR
Secure data rooms for investment banking deals and M&A transactions.
Private Equity VDR
Secure data rooms for PE fundraising and portfolio management.
Venture Capital VDR
Manage LP reporting, portfolio data, and co-investment materials.
Corporate Restructuring VDR
Manage creditor communications and court filings during restructuring.
Life Sciences Data Room
Secure document sharing for clinical trials and regulatory submissions.
Healthcare Data Room
HIPAA-ready data rooms for healthcare M&A and compliance.
Energy Data Room
Data rooms for energy companies and project financing.
Technology & Media VDR
VDR solutions for TMT companies and tech transactions.
Biotech & Pharma Data Room
Secure sharing for drug pipelines, patents, and regulatory filings.
Blockchain Data Room
Secure token documentation, smart contract audits, and investor materials.
Web3 Data Room
Data rooms for Web3 startups, DAOs, and decentralized projects.
Due Diligence Data Room
Streamline buyer-seller document exchange for due diligence.
Real Estate Data Room
Secure data rooms for property transactions, sealed bids, and real estate due diligence.
Data room features
Dynamic Watermarking
Protect documents with viewer-specific watermarks showing email and IP.
Q&A Module
Structured questions and answers for due diligence communication.
Access Controls
Granular folder and document-level permissions with role-based access.
Custom Branding
White-label your data room with custom domains, logos, and colors.
Mobile Access
Access your data room securely from any device, anywhere.