DocStudio
DocStudio reduces manual work. Exchange documents and data internally and with external partners. Automate document creation, transfer, signing, and routing — with or without human involvement. Integrate with Creatio for flexibility and efficiency.
Overview
Product overview
Product description
DocStudio — Document Automation for Creatio
DocStudio is a document automation platform that connects directly to Creatio, letting your teams create, send, sign, and track documents without leaving your CRM workflows.
From any Creatio object — a deal, case, contact, order, or custom object — DocStudio can generate the right document automatically or on demand: contract, proposal, invoice, NDA, onboarding packet, or any custom form. It populates with your CRM data, routes for approval, and sends for signature. Once complete, the record updates automatically.
Key Features
Template builder
Create flexible, reusable templates with full customization of logic, formatting, and data integration, making them easily adaptable to any business process
AI assistant
Leverage the AI Assistant to analyze document content, generate summaries, extract key insights, and provide smart recommendations directly within your workflow
Auto-generated documents from Creatio data
Automatically generate documents using data from Creatio records. DocStudio pulls relevant information from Creatio fields and inserts it into pre-configured templates, helping teams create contracts, proposals, invoices, forms, and other business documents faster, with fewer manual errors.
E-signatures with full compliance
Secure, legally binding e-signatures with full audit trails and compliance. Accelerate approvals, eliminate paperwork, and keep every signed document securely tracked and stored.
Custom templates for any document type
Create custom document templates for any business process using DocStudio's built-in template editor — no coding required. Easily build contracts, proposals, invoices, onboarding forms, supplier agreements, compliance documents, and more.
Full document tracking & audit trail
Track every document action from creation to completion with a complete audit trail. Monitor document status, views, edits, approvals, signatures, and user activity in real time, ensuring transparency, accountability, and compliance across the entire document lifecycle.
Pricing
Monthly
Annual
1. Start
$
29.00 user / month
billed annually
From 5 users
Description (Formatted)
- 500 documents/year per account
2. Growth
$
26.00 user / month
billed annually
From 20 users
Description (Formatted)
- 2000 documents/year per account
3. Scale
$
22.00 user / month
billed annually
From 50 users
Description (Formatted)
- 5000 documents/year per account
4. Enterprise
On demand
Description (Formatted)
- Built for larger teams, high-volume operations, and advanced customization.
- More users, more documents, tailored workflows - let's build a plan tailored to your business needs.
- More users, more documents, tailored workflows - let's build a plan tailored to your business needs.
Third-party solution. The listed price includes the external subscription. Purchase and payment are processed via Creatio.
Terms and Conditions
By installing this product you agree to terms and conditions outlined in the license agreement.
Support
Support is available for this application
Support channels: Email / Chat
Support hours: Mon–Fri, 9AM to 5PM EST
Installation
Resources
Data sharing
- By installing or downloading the App, you confirm that you agree with sharing your account data (name, email, phone, company and country) with the App Developer as their End User.
- The App Developer will process your data under their privacy policy.
Versions
Versions history
Version
Compatibility
Release date
1.1.13
7.8 and up
Release summary
- Cleaner interface — easier navigation and more intuitive layout so your team gets up to speed faste
- Quicker setup — connect DocStudio to Creatio in fewer steps, with a default folder created automatically
- Draft documents — create, preview, edit, and send documents with pre-filled data before they go out
- More sending flexibility — send documents with or without data mapping, with or without Creatio data, and regardless of record status
- Multiple templates — choose from several templates at send time, not just one
- Two-way data sync — data filled in a document flows back into Creatio automatically, keeping your records up to date
- Better attachment handling — uploaded and received attachments are clearly separated so nothing gets mixed up
- Ready-to-use forms — get started quickly with pre-built forms that are easy to customize
1.1.3
8.1.5 and up
Manual app installation
- Open the needed app → the Packages tab - download the Markeplace app files.
- Click in the top right → Application Hub
- Click New application. This opens a window.
- Select Install from file and click Select in the window that opens.
- Click Select file on the page of the Marketplace App Installation Wizard and specify the app file path.
Need more users, higher document volume, or custom requirements? Contact us and we'll tailor a proposal that fits your business.