DocuSign Connector for Creatio
5 (1)
Automate sending, signing and managing agreements – 100% digitally – anytime, anywhere, on any device with trust and confidence, make obtaining signatures from stakeholders a breeze

Overview

Product overview

Product description

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.

UI Framework

UI Framework
Classic UI
Freedom UI

Type

Type
Application

Price

Price
Paid

Compatible with Creatio

Version
8.0.4 and up

Pricing

Monthly
Annual
DocuSign connector for Creatio cloud / on-site subscription
$ 16.67 user / month
billed annually

The minimum subscription amount is $2,000/year. Any customizations will be an additional charge. 

Please Note: 

  • To use this connector, you need an active Docusign subscription. If you do not have an active DocuSign account, QTECX Solutions can set it up for you. You get full service from us.

Terms and Conditions

By installing this product you agree to terms and conditions outlined in the license agreement.

Pricing FAQ

How does pricing work?
What currencies are accepted for payment?
Do the listed prices include taxes or discounts?
Does the listed price include the cost of the Creatio Platform plan?

Support

Support is available for this application
Support is provided by the developer within the “Basic” and “Business” packages. Detailed information about the support packages and the support terms can be found on the Creatio website.

Installation

Compatibility notes

Compatibility notes
DocuSign Connector for Sales Enterprise is available by default. Sales Team package is available upon request.

UI Framework

Classic UI
Freedom UI

Deployment Options

Cloud
On-site

DBMS

PostgreSQL
MS SQL

Platform

.NET Framework

Compatible with Creatio

8.0.4 and up

Versions

Versions history

Version
Compatibility
Release date
3.0
8.0.4 and up
18.03.2024
Release summary
  • Support for Freedom UI
  • Multiple DocuSign brands supported

Manual app installation

  1. Open the needed app → the Packages tab - download the Markeplace app files.
  2. Click in the top right → Application Hub
  3. Click New application. This opens a window.
  4. Select Install from file and click Select in the window that opens.
  5. Click Select file on the page of the Marketplace App Installation Wizard and specify the app file path.

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