5 Ratings
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Score 8.7 out of 100
8 Ratings
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Score 7.3 out of 100

Likelihood to Recommend

ActiveDocs

There are not a lot of competitors to compare this product with, but ActiveDocs holds its own as a very useful software for the need. I recommend doing a demo to see how the process works, but it's rather streamlined and easy to create a template and produce a document from it.
Derek Schroeder | TrustRadius Reviewer

CB Dynamics CRM - Sharepoint Permissions Replicator

It is an ideal program for the portfolio of already consolidated clients, for large financial companies with a high professional profile. In the cases that I do not recommend it, it is for small and medium-sized financial companies, with a portfolio of clients in training, since the cost-benefit ratio is not attractive.
Ronald Socorro | TrustRadius Reviewer

Pros

ActiveDocs

  • Easy to use for basic users, extremely configurable for advanced users.
  • Deep Microsoft Word integration ensuring consistent document output.
Anonymous | TrustRadius Reviewer

CB Dynamics CRM - Sharepoint Permissions Replicator

  • Visually friendly for the end user, maintaining the most common design style for workers
  • The adaptation time and the learning curve is relatively shorter than other similar applications
Ronald Socorro | TrustRadius Reviewer

Cons

ActiveDocs

  • The built-in template designs are a bit lackluster. While there are numerous, they all have the same blase style and formatting
  • The built-in template designs are not very diverse and could be expanded upon.
Derek Schroeder | TrustRadius Reviewer

CB Dynamics CRM - Sharepoint Permissions Replicator

  • The graphics could be developed in a better way, they should be more modern, friendly and show the information in more detail.
  • Develop a module in the application that allows personalization by the user, giving him the possibility to manage a tool made by him to suit him. Moves the APPS Mobile concept to the design of the program.
  • Although the tool is well integrated with Microsoft, you can think of a development of integration with social networks or mobile developments, both users, and customers.
  • Develop a more economical and simple version, aimed at small and medium enterprises, with small client portfolios
Ronald Socorro | TrustRadius Reviewer

Likelihood to Renew

ActiveDocs

No score
No answers yet
No answers on this topic

CB Dynamics CRM - Sharepoint Permissions Replicator

CB Dynamics CRM - Sharepoint Permissions Replicator 8.0
Based on 1 answer
It is a complementary tool of the main CRM, which provides an adequate management of the documentation, reports, files that are derived from the business activity. It offers adequate levels of security for small businesses, the implementation is easy compared to other tools, it is easy to use, it offers adequate file capacity. In the future it can be strengthened with access to the cloud, development of apps and integration with other platforms.
Ronald Socorro | TrustRadius Reviewer

Usability

ActiveDocs

ActiveDocs 9.0
Based on 1 answer
Very good usability overall. Any user can pick this up and run with it. HotDocs, the closest competitor, has similar end-user usability, but from a designer of templates perspective, ActiveDocs definitely has the edge in this regard. I would recommend this for any company that mass produces documents from templates as deliverables.
Derek Schroeder | TrustRadius Reviewer

CB Dynamics CRM - Sharepoint Permissions Replicator

CB Dynamics CRM - Sharepoint Permissions Replicator 8.0
Based on 1 answer
As it has already been said before, it is a simple implementation program, easy to use, with a short learning curve, with a friendly interface, a good design, a security according to the type of company and with the possibility of personalization. It provides an accessible cost tool to improve business management and document management.
Ronald Socorro | TrustRadius Reviewer

Performance

ActiveDocs

ActiveDocs 8.0
Based on 1 answer
The software overall is very excellent. It responds quickly and produces documents well. The integration with systems makes data input easy. Questions can be designed to allow further expansion of template creation/customization. The rules section is very useful for complicated If/Than/Else style templates. Although experience and training help, the software is very user-friendly out of the box.
Derek Schroeder | TrustRadius Reviewer

CB Dynamics CRM - Sharepoint Permissions Replicator

No score
No answers yet
No answers on this topic

Support Rating

ActiveDocs

ActiveDocs 8.0
Based on 2 answers
ActiveDocs can be a considerably complex product because your use cases can be potentially endless. In our experience, when we have come across a problem or issue with the product ActiveDoc's support has always responded to our queries within 24 hours. Support is only provided via email in 95% of cases. Each year your support and maintenance includes support hours. These are used when you contact support and your issue is not found to be a bug or problem with the product (completely fair and understandable). When we've identified or discovered bugs (mainly with the latest version of Word) it is patched by the next release. They typically release about 4-5 updates per year.
Anonymous | TrustRadius Reviewer

CB Dynamics CRM - Sharepoint Permissions Replicator

CB Dynamics CRM - Sharepoint Permissions Replicator 8.0
Based on 1 answer
Until now, technical support has not been required to a large extent, but for this question three variables must be taken into account; The level of complexity of the implementation of the tool, the courses, tutorials, training and learning curve of the users, and finally the technical support as such. This tool has implementation attributes and ease of use, reducing the incidence of technical support.
Ronald Socorro | TrustRadius Reviewer

Implementation Rating

ActiveDocs

No score
No answers yet
No answers on this topic

CB Dynamics CRM - Sharepoint Permissions Replicator

CB Dynamics CRM - Sharepoint Permissions Replicator 8.0
Based on 1 answer
Check the seller's website, read the technical specifications of the product, calculate the investment in personnel, software and hardware, validate that the management modules document is what they are looking for. Project the integration of the program with the systems that the company manages. Read many reviews and note the most important points of the user experiences.
Ronald Socorro | TrustRadius Reviewer

Alternatives Considered

ActiveDocs

ActiveDocs and HotDocs are very similar. HotDocs requires training or a technically savvy mind to pick up and run with. ActiveDocs seems much more user-friendly and easy to use. HotDocs, however, can produce some very intricate documents based on the templates. Both use rules and question-based information intake. Another benefit of ActiveDocs is its integration with numerous systems including Office 365.
Derek Schroeder | TrustRadius Reviewer

CB Dynamics CRM - Sharepoint Permissions Replicator

Basically, my main experience is focused on Dynamics, I have worked with similar tools developed in a particular way by the firms for which I have worked. They are monitoring tools developed by the system and planning area. For the internal use of the company. Obviously, this is a leading international program.
Ronald Socorro | TrustRadius Reviewer

Return on Investment

ActiveDocs

  • Repeatable, consistent output ensures document generation isn't where time can be wasted.
  • Stringent logic ensures compliance and removes the opportunity for user error.
Anonymous | TrustRadius Reviewer

CB Dynamics CRM - Sharepoint Permissions Replicator

  • Without speaking directly of figures, on the positive side of the implementation of the program is tied to the time of learning the tool. In practice, it is much easier to learn by professionals, making the implementation time short, as well as, minimizes the margin of error in the initial handling of the program.
  • As it is a tool for easy learning and with a reduction in the margin of error due to the learning curve, it allows working only with the technical support offered by the provider, without having the need to create an internal department of attention to the user, which lowers costs.
Ronald Socorro | TrustRadius Reviewer

Screenshots

ActiveDocs

Pricing Details

ActiveDocs

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

ActiveDocs Editions & Modules

Additional Pricing Details

CB Dynamics CRM - Sharepoint Permissions Replicator

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Optional
$80*

* per user

CB Dynamics CRM - Sharepoint Permissions Replicator Editions & Modules

Edition
CB Dynamics CRM to SharePoint Permission Replicator for 100 User$3,6001
  1. per 100 users
Additional Pricing Details

Add comparison