Digify
Secure document sharing with real-time tracking and virtual data rooms
About Digify
Digify is a document security platform that lets businesses share files securely while tracking who views them and how they engage. Founded in 2013, it combines document tracking, access control, and virtual data rooms for M&A, fundraising, and sales workflows, with ISO 27001, GDPR, and HIPAA compliance.
Pros & Cons
Pros
- Excellent document tracking with page-level engagement analytics
- Strong security features including remote revocation and dynamic watermarks
- ISO 27001, GDPR, and HIPAA compliant for regulated industries
- 4.7/5 rating on G2 with consistently positive user reviews
- Seamless CRM integrations with Salesforce, HubSpot, Gmail, and Outlook
Cons
- Pricing starts at \u0024140+/month which is expensive for small businesses
- Pro plan limited to 3 data rooms and 50 guests which can be restrictive
- Watermark positioning can sometimes obscure document text
- No full-featured mobile app available
- File uploads can occasionally fail and moving files between rooms is tricky
Key Features
Document Tracking & Analytics
See who opened files, when, how long they engaged, and which pages received the most attention
Virtual Data Rooms
Secure deal rooms for M&A, due diligence, and fundraising with tiered access and audit trails
Dynamic Watermarking
Apply customizable watermarks to documents to deter unauthorized sharing and screenshots
Access Control
Granular permissions for viewing, downloading, printing, and forwarding with expiry dates and revocation
Page-Level Analytics
Detailed engagement metrics showing time spent on each page to understand reader interest
CRM Integrations
Connect with Salesforce, HubSpot, Gmail, and Outlook to send tracked documents from existing workflows
Browser-Based Viewing
Recipients view documents directly in browser without downloading, maintaining security control
Remote Document Revocation
Revoke access to shared documents at any time, even after they've been downloaded
Pricing
- 3 data rooms
- 50 guests
- Document tracking
- Watermarking
- Access controls
- Unlimited data rooms
- Unlimited guests
- Advanced analytics
- CRM integrations
- Team collaboration
- Custom setup
- SSO/SAML
- Dedicated support
- API access
- Advanced security
Best For
Fundraising & Investor Relations
Share pitch decks with investors and track engagement to identify the most interested parties for follow-up
M&A Due Diligence
Set up virtual data rooms with tiered access for buyers, lawyers, and advisors during deal processes
Sales Document Tracking
Send proposals and contracts through Digify to see which sections prospects spend time on and when to follow up
IP & Legal Document Protection
Share sensitive legal documents with expiry dates, revocation capability, and full audit trails
