DocuSign Connector for Creatio

DocuSign Connector for Creatio enables organizations of every size, industry and geography to accelerate agreements (and other documents) using DocuSign.

This connector provides full end-to-end service, making obtaining stakeholder signatures a breeze. Executing NDAs and sales contracts and getting approvals for quotes and project contracts requiring multiple signatures is simple and easy with this connector. Close deals and gain revenue faster.

We provide the right DocuSign plan for the integration with very competitive DocuSign pricing.

Use cases:

• Easily and professionally send, sign and manage your agreements end-to-end with the QTECX Connector
• Designate who should sign the document and where
• Get complete visibility into the status of any agreement
• Close sales agreements fast, generate revenue faster
• Increasing employees' productivity
• Compliance and security
• Eliminate the hidden costs of paper: scanning, faxing, mailing and storing

Feedback based on live customer experience with this connector:

• an efficiency of up to 75% after using the DocuSign Connector from QTECX Solutions
• approximate saving of 3,000 hours per year for 2,000 documents
• 90% of signers open the email and sign the document within 30 minutes of receiving the request
• time to complete document signing reduced from 3 days to 2 hours

Key features:

• Use the connector directly from Creatio without accessing any other system/website.
• Initiate DocuSign requests directly from a section in Creatio.
• Auto-detection of attachments from the Creatio record
• Automatic saving of signed documents in Creatio
• Configurable parallel signing, sequential signing or both, with configurable signing order
• Support for multiple document formats (MS Word, PDF).
• Track the entire signing process and trace the full history from initiation to completion.
• Give permission to all/selected Creatio users to initiate DocuSign requests
• Authenticate users with DocuSign account as a part of the Signing process
• Configurable email message templates.
• Ability to limit access to the connector to authorized users only.

Note:

QTECX Solutions will set up everything for you as part of the configuration, including your DocuSign account. You will get full service from us.