ActiveDocs vs. CB Permissions Replicator

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
ActiveDocs
Score 9.0 out of 10
N/A
ActiveDocs is a document management software offering from ActiveDocs.N/A
CB Replicator
Score 2.0 out of 10
Mid-Size Companies (51-1,000 employees)
A major problem of storing Dynamics 365 documents in SharePoint is the missing synchronization of privileges and permissions. This allows unauthorized SharePoint users to access private documents and sensitive data even if they don’t have CRM privileges to do so. CB Replicator, is an out-of-the-box solution that is designed to remedy this issue by automatically synchronizing Dynamics CRM privileges with SharePoint permissions.
$3,600
per 100 users
Pricing
ActiveDocsCB Permissions Replicator
Editions & Modules
No answers on this topic
CB Dynamics CRM to SharePoint Permission Replicator for 100 User
$3,600
per 100 users
Offerings
Pricing Offerings
ActiveDocsCB Replicator
Free Trial
NoYes
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoYes
Entry-level Setup FeeNo setup fee$80 per user
Additional Details
More Pricing Information
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ActiveDocsCB Permissions Replicator
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User Ratings
ActiveDocsCB Permissions Replicator
Likelihood to Recommend
9.0
(4 ratings)
8.0
(1 ratings)
Likelihood to Renew
-
(0 ratings)
8.0
(1 ratings)
Usability
9.0
(1 ratings)
8.0
(1 ratings)
Performance
8.0
(1 ratings)
-
(0 ratings)
Support Rating
8.0
(1 ratings)
8.0
(1 ratings)
Implementation Rating
-
(0 ratings)
8.0
(1 ratings)
Ease of integration
10.0
(1 ratings)
-
(0 ratings)
User Testimonials
ActiveDocsCB Permissions Replicator
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.
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Connecting Software
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.
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Pros
ActiveDocs
  • The User Interface was pleasant to use.
  • it is a very intuitive software
  • the available templates help and facilitate the day-to-day work
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Connecting Software
  • 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
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Cons
ActiveDocs
  • Template could be better by adding features that make it easier for users.
  • Some features are missing like image editing, and SEO management.
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Connecting Software
  • 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
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Likelihood to Renew
ActiveDocs
No answers on this topic
Connecting Software
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.
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Usability
ActiveDocs
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.
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Connecting Software
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.
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Performance
ActiveDocs
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.
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Connecting Software
No answers on this topic
Support Rating
ActiveDocs
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.
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Connecting Software
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.
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Implementation Rating
ActiveDocs
No answers on this topic
Connecting Software
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.
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Alternatives Considered
ActiveDocs
In relation to other software that have a functionality similar to ActiveDocs, they don't even compare in relation to the interface, I didn't use all the software available on the market, but the ones I used and I can compare, ActiveDocs is without a doubt the best among them. We really likes the interface.
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Connecting Software
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.
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Return on Investment
ActiveDocs
  • ActiveDocs allows us to create, edit and validate any type of content quickly and with no coding skills.
  • Easy and quick editing.
  • Really flexible and simple to set up
  • Helped us achieve a much higher level of efficiency in our daily operations.
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Connecting Software
  • 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.
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ScreenShots

CB Replicator Screenshots

Screenshot of User MappingScreenshot of Starting and Stopping the ServiceScreenshot of Edit Configuration