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
Penneo Sign
Score10 out of 10
N/A
Penneo is a digital signing and data collection platform built for professionals in regulated industries like accounting, auditing, real estate, finance, and HR. It helps organizations create legally binding electronic signatures across the EU. The platform supports both Advanced Electronic Signatures (AES) and Qualified Electronic Signatures (QES), fully compliant with the eIDAS regulation. Cross-Border digital signatures with eIDs or passport Penneo supports a wide…
$100
per month 500 signatures/year
Pricing
CB Replicator
Penneo Sign
Editions & Modules
CB Dynamics CRM to SharePoint Permission Replicator for 100 User
$3,600
per 100 users
Sign Essential
$100
per month
Sign Plus
$180
per month
Sign Pro
$740
per month
Offerings
Pricing Offerings
CB Replicator
Penneo Sign
Free Trial
Yes
Yes
Free/Freemium Version
No
No
Premium Consulting/Integration Services
Yes
Yes
Entry-level Setup Fee
$80 per user
No setup fee
Additional Details
—
Several optional add-ons are available for organizations that need additional capabilities. Signing with itsme®, AusweisApp, or passport is priced at €1.70 per signature. Forms — which provide unlimited access to fillable PDF creation — are available for €600. Registered letters can be sent for €1 per letter.
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.
Penneo is really well suited if you want to handle all contracts online. Reducing process time and reducing "waste" of paper being printed. It can speed up the process for all. To my knowledge, it's not possible to fraud the system, and the files being signed are always verified correctly.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
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.
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.
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.
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.
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.
As stated earlier Penneo has made a really positive impact on reducing our process time when signing contracts. Now we are able to complete a process with two or three sign-offs within a day. Before this process usually took a week.
We reduce a lot of physical storage by having all files electronically. Files are saved as PDFs and stored securely on a server. Earlier these were printed files stored in a physical folder.
As a large company we really want to reduce of environmental impact, and reducing a lot of physical prints is also a key measure for us. Penneo has had a positive impact on us in this regard.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info