5
5 (2 ratings)

DocuSign Connector for Creatio

Automate sending, signing and managing agreements – 100% digitally – anytime, anywhere, on any device with trust and confidence, make obtaining signatures from stakeholders a breeze
    Description
    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.

      Languages
      Price
      DocuSign connector for Creatio cloud / on-site subscription
      $ 200
      user / year

      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.
      The listed price does not include the cost of Creatio Platform plan. For detailed information on Platform pricing, please refer to the following link.
      Pricing does not include taxes and fees (such as VAT) regulated by law.
      The payment shall be made either (i) in USD or (ii) in EUR, (iii) in GBP, (iiii) in AUD at the company's then current commercial rate if it would be agreed with Creatio.

      Terms & Conditions

      Support is available for this application.
      Support conditions

      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.

      Support contacts
      Email
      info@qtecx.com.au
      Product compatibility
      Product
      Sales (enterprise)
      Sales (team)
      Financial Services (sales)
      Version
      8.0.4 and up
      DBMS
      PostgreSQL
      MS SQL
      Platform
      .NET Framework
      Deployment options
      Cloud
      On-site
      DocuSign Connector for Sales Enterprise is available by default. Sales Team package is available upon request.
      Account 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.

      Leave your feedback about the solution to its developer and Marketplace team

      What's new?
      Version 3.0
      06 February 2024
      • Support for Freedom UI
      • Multiple DocuSign brands supported
      Developed by
      Support
      Cost
      Compatibility