5
5 (1 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

Connector
Application type
On-site
On-site deployment
Cloud
Cloud deployment
    Product description
    Product description

      DocuSign Connector for Creatio enables organizations of every size, industry and geography to accelerate agreements, workflows and payment using DocuSign - the world’s #1 e-signature product.

      You get full end-to-end service with this connector, making obtaining signatures from stakeholders 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.
      • Support for authorized users to initiate DocuSign requests
      • Authenticate users as a part of the Signing process
      • Configurable email message templates.
      • Ability to limit access to the connector to authorized users only.

      Note:

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

      Languages
      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.

      Price
      DocuSign connector setup cloud / on-site
      $ 1.200
      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: 

      • As part of the configuration, QTECX Solutions will set up everything for you, including your DocuSign account. You will get full service from us.
      • There may be an additional pricing component for the Connector and DocuSign envelopes. This price is dependent on your requirement.
      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.
      Product compatibility
      Product
      Sales (team)
      Sales (enterprise)
      Version
      7.17 and up
      DBMS
      MS SQL
      PostgreSQL
      Platform
      .Net Framework

      Terms & Conditions

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