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
pdfFiller
Score 9.0 out of 10
N/A
pdfFiller is a cloud-based platform with a comprehensive digital toolkit used to handle PDFs, and to edit, sign, store, manage, and collaborate on documents. Documents are stored in the cloud and can be accessed anytime, anywhere, without worrying about losing data.
$8
per month (annual commitment) per user (minimum 20 users)
Pricing
CB Permissions Replicator
pdfFiller
Editions & Modules
CB Dynamics CRM to SharePoint Permission Replicator for 100 User
$3,600
per 100 users
Basic for Enterprise
$8
per month (annual commitment) per user (minimum 20 users)
Premium for Enterprise
$10
per month (annual commitment) per user (minimum 10 users)
Basic
$20
per month single user
Plus
$30
per month single user
Premium
$40
per month single user
Offerings
Pricing Offerings
CB Replicator
pdfFiller
Free Trial
Yes
Yes
Free/Freemium Version
No
No
Premium Consulting/Integration Services
No
No
Entry-level Setup Fee
$80 per user
Optional
Additional Details
—
Up to a 70% discount on individual plans for annual billing.
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.
Honestly, everyone should know about PDF filler. But then again, its my little secret, lol. I love the fact that I can make edits to PDF seamlessly and professionally. I also love the fact that the documents i need to fill out, sign and return look great. Not like i printed them and then tried to use a phone scanner to send them back. PDF filler is what allows me to travel without a printer
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
Manually resending the document was a feature that seems to have been taken away.
Templates for Send To Sign letters. I basically have to type the same information over and over again each time. I was hoping that it would save it but it doesn't seem to have that function
Signer cannot save the document once it has been signed. I have to make sure that there is a note within the email that states that I will send them a copy.
Wish it had a way to send me a copy of the email I sent.
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.
I will always be a faithful PDFfiller customer. The product has saved me a lot of time over the years and I find a great deal of value in the platform. If I move on to another company someday, PDFfiller will be going with me wherever I go.
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.
I don't fully understand all the features and I could probably be using it better, especially the templates. The organisation of exisiting files could be better (ie similar to folders on a pc/laptop). I haven't really invested much time into exploring it further than filling out forms; There possibly is an organisation solution I haven't discovered yet
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.
If you need help, you can easily search for it and find online tutorials that walk you through how to do specific things step by step. You do not have to read a 20 page manual or sit for a 10 hour training session, it is refreshing that you can take it at your own pace and learn things as you need to
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.
When I was hired on by my current company I was already a paying customer, so I just brought it with me. Once I showed our President/Founder how simple it was to use for our contracts, agreements, and NDAs, it has been a staple in our company ever since. That was almost 3 years ago. We've closed quicker because of the speed at which we can turn signed docs around.
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.
There are SO many options for this category. What I will say is that I am not always in control nor am I always able to suggest going PDF. People have their rhymes and reasons foro why they use what they do. My next most frequently used option is DocuSign, which by all means is a top performer as well. The ease and universal comfort of PDF Filler resonate on a higher level of subconscious use globally so it becomes second nature like using text messages to video conferencing
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.
Achieved significant ROI immediately, by freeing up our sales staff to actually sell (show properties, prospect new clients, list new houses), rather than spending time printing/scanning/manually completing forms, documents, and legal agreements.
Huge quality of life improvement immediately felt by our entire team that uses the application
