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Overview

Policy and Procedures Software on Office 365 SharePoint for companies with more than 500 employees. Easy to use App on Microsoft...

DynamicPolicy is a web-based software for medium & large companies to manage, distribute & assign corporate policies, procedures...

  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials
  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials

Video & Screenshots

No videos yet

Pricing

Starting from

15000

Per year

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

Starting from

ic-pricetag

No pricing info

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

User reviews

5.0

2

5

4

3

2

1

2

0

0

0

0

  • Value for money
  • Ease of use
  • Features
  • Customer support
100%
would recommend this app

4.6

14

5

4

3

2

1

8

6

0

0

0

  • Value for money
  • Ease of use
  • Features
  • Customer support
100%
would recommend this app

Pros

Not enoughreviews yet

Pros

Not enoughreviews yet

Cons

Not enoughreviews yet

Cons

Not enoughreviews yet

  • Vendor responds to reviews
  • Last review4 years ago
  • Vendor responds to reviews
  • Last review4 years ago

Key features

  • Total features49
  • API
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Approval Process Control
  • Archiving & Retention
  • Assessment Management
  • Attestation
  • Audit Management
  • Audit Trail
  • Compliance Management
  • Configurable Workflow
  • Content Management
  • Customizable Reports
  • Customizable Templates
  • Document Management
  • Document Review
  • Document Storage
  • Document Templates
  • Forms Management
  • HIPAA Compliant
  • ISO Compliance
  • Incident Management
  • Lifecycle Management
  • Monitoring
  • Multi-Language
  • Policy Creation
  • Policy Library
  • Policy Management
  • Policy Metadata Management
  • Policy Training
  • Real Time Notifications
  • Real Time Reporting
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Risk Alerts
  • Risk Analytics
  • Risk Assessment
  • Role-Based Permissions
  • Sarbanes-Oxley Compliance
  • Search/Filter
  • Secure Data Storage
  • Self Service Portal
  • Single Sign On
  • Template Management
  • Third Party Integrations
  • Training Management
  • Version Control
  • Visual Analytics
  • Workflow Management
  • Total features22
  • API
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Approval Process Control
  • Archiving & Retention
  • Assessment Management
  • Attestation
  • Audit Management
  • Audit Trail
  • Compliance Management
  • Configurable Workflow
  • Content Management
  • Customizable Reports
  • Customizable Templates
  • Document Management
  • Document Review
  • Document Storage
  • Document Templates
  • Forms Management
  • HIPAA Compliant
  • ISO Compliance
  • Incident Management
  • Lifecycle Management
  • Monitoring
  • Multi-Language
  • Policy Creation
  • Policy Library
  • Policy Management
  • Policy Metadata Management
  • Policy Training
  • Real Time Notifications
  • Real Time Reporting
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Risk Alerts
  • Risk Analytics
  • Risk Assessment
  • Role-Based Permissions
  • Sarbanes-Oxley Compliance
  • Search/Filter
  • Secure Data Storage
  • Self Service Portal
  • Single Sign On
  • Template Management
  • Third Party Integrations
  • Training Management
  • Version Control
  • Visual Analytics
  • Workflow Management

Integrations

  • Total integrations7
  • Authorize.Net
  • Dynamics 365
  • Dynamics 365 Business Central
  • FreshBooks
  • HubSpot CRM
  • Microsoft Excel
  • Microsoft Outlook
  • NetSuite
  • PayPal
  • QuickBooks Online Advanced
  • Quickbooks Online
  • SAP Business One
  • Sage Intacct
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • WooCommerce
  • Xero
  • Zapier
  • Total integrations2
  • Authorize.Net
  • Dynamics 365
  • Dynamics 365 Business Central
  • FreshBooks
  • HubSpot CRM
  • Microsoft Excel
  • Microsoft Outlook
  • NetSuite
  • PayPal
  • QuickBooks Online Advanced
  • Quickbooks Online
  • SAP Business One
  • Sage Intacct
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • WooCommerce
  • Xero
  • Zapier

User reviews that mention these apps

RS
AvatarImg

Romulo S.

Retail, 1,001-5,000 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

DynamicPolicy logo

DynamicPolicy

Excellent and functionally product

Reviewed 6 years ago

In the company that I work we use for management all our precedures, manual and internal policy. It work perfect and they have an excellent customer service.

Pros

Is very easy to use for any user

Cons

It is not possible to customize to a specific need

GM
AvatarImg

George M.

1,001-5,000 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

Share this review:

DynamicPolicy logo

DynamicPolicy

Dynamic Policy User Review

Reviewed 6 years ago

Use of Dynamic Policy software has helped in the easy management of our workflows and SOPs. The software provided a single point for document creation, review and approval which is shared by the entire organization. Its multiple levels of security has helped a lot in publishing documents to different groups or users, as well as preventing unauthorized access. Threre is real value for money in purchasing Dynamic Policy software.

Pros

Easy to manage. Support team very collaborative.

Cons

No cons were added to this review

JP
AvatarImg

Judy P.

Mining & Metals, 1,001-5,000 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

DynamicPolicy logo

DynamicPolicy

DP is a good product

Reviewed 6 years ago

Their support is tremendous. They are always their for you. Value is good if your looking for a product like Dynamic Policy.

Pros

Easy to administer and support.

Cons

Reporting

LD
AvatarImg

Laura D.

Higher Education, 201-500 employees

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

Share this review:

DynamicPolicy logo

DynamicPolicy

Organizes Policies!

Reviewed 4 years ago

A pretty good way to organize and have policies, procedures, forms, templates, etc. in one place!

Pros

I like that it can be used as a policy repository. Uploading documents is pretty easy, and the search engine is very helpful in finding policies and other related documents.

Cons

The user manual is convoluted and not so clear. It needs better detail and simpler instructions. The workflow center needs directions and/or more information on using it.

Vendor response

We appreciate your feedback. It helps us improve DynamicPolicy and provide better customer support. We will take your comments into consideration to improve the workflow center and the user manual.

CM
AvatarImg

Charity M.

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

Share this review:

DynamicPolicy logo

DynamicPolicy

My DynamicPolicy Experience

Reviewed 6 years ago

Overall my experience with DynamicPolicy was good, but it could have been better. I had an incident when the video links for one of the policies (Slip, Trip and Fall) were not working and I could not complete the quiz associated with the policy because I didn't watch the videos and therefore did not know the answers. Lastly, the last 2 links under "Related Documents" in the Diversity Policy are not working.

Pros

No pros were added to this review

Cons

No cons were added to this review

KF
AvatarImg

Konrad F.

Hospital & Health Care, 201-500 employees

Used monthly for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

Share this review:

DynamicPolicy logo

DynamicPolicy

Dynamic Policy

Reviewed 4 years ago

Dynamic Policy is a very useful program for maintaining an organizations policies, however, the most important links or buttons that require clicking are very tiny in font and hard to see. For whatever reason the process for uploading and publishing policies is easily forgettable if you have not done it for a while. An easier process for uploading and editing policies is needed for my organization.

Pros

The ability to upload policies and share with staff.

Cons

Adding attachments is cumbersome. A mass upload feature is needed. Many of the important links or buttons to click are small and hard to view.

Vendor response

Thank you for the review and feedback. We will look into adding a mass upload feature for attachments in a future version. Additionally, we are already working to increase the size of icons during the DynamicPolicy 7.5 upgrade that will revamp the interface. In the mean time, you can upgrade to the latest version to take advantage of the new interface to upload Word and PDF files directly to the application. Please contact us directly at the support email to help you with this upgrade.

FB
AvatarImg

Fernando B.

Government Administration, 201-500 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

DynamicPolicy logo

DynamicPolicy

Great all around

Reviewed 6 years ago

So happy we implemented this system. It's made our workforce more efficient. The system is easy to use and our staff love it. Workflow management is it easy to set up and has automated many processes in our agency.

Pros

No pros were added to this review

Cons

No cons were added to this review

GJ
AvatarImg

Greivin J.

Retail, 1,001-5,000 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

Share this review:

DynamicPolicy logo

DynamicPolicy

User and administrator experience

Reviewed 4 years ago

It is a tool that helps to have in one place all that documentation essential for the management and regulation of the company which can be accessed by each user according to the permission they have, apart from allowing to measure the level of knowledge of the documents read through of evaluations created, however, as any tool has opportunities for improvement as mentioned above on the choice of the audience of a document in a massive way and not one by one.

Pros

I really like its ease of use, and how you can achieve workflows with interaction of different parts in a simple way

Cons

When choosing the audience of the documents so they can be read, have to be one by one and not a mass election by means of a check, that makes this step slow

Vendor response

Thank you for the review and feedback. As far as selecting the audience, we now have the option of creating a workflow for the document to add the groups for the audience. This may help you expedite this step. You can contact us at support directly to go over this option.