5
5 (1 ratings)

DocuSign connector for Creatio

Sending, signing and managing agreements – 100% digitally – anytime, anywhere, on any device with trust and confidence
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 electronic signature product.

    Use cases:

    The connector helps companies send, sign and manage agreements – 100% digitally – anytime, anywhere, on any device with trust and confidence.

    Key features:

    • Initiate DocuSign requests directly from a section in Creatio
    • Auto-detection and capturing participants in the DocuSign request
    • Multiple configuration templates for automatic filling of data
    • Storage of signed documents and DocuSign certificate
    • Configurable parallel signing, sequential signing or both
    • Support for multiple document formats (Microsoft Word, PDF)
    • Tracking and traceability from initiation to completion
    • Cancellation of requests by authorized users
    • Notifications for participants and the DocuSign request in general
    • Support for authorized users to initiate and access DocuSign requests
    • Support for authentication as part of the Signing process
    • Configurable message templates
    • Configurable participant prefilling criteria and pre-filling source
    • Configurable participant prefilling order (for parallel and sequential signing)
    • Configurable events for selected notifications to be generated
    • Automatically saves signed documents in Creatio
    • No need to access the DocuSign website
    Support conditions

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

    Price
    DocuSign connector setup cloud / on-site
    on demand
    DocuSign connector for Creatio cloud / on-site subscription
    on demand
    Pricing does not include taxes and fees (such as VAT) regulated by law.
    Product compatibility
    Product
    Sales (team)
    Sales (enterprise)
    Version
    7.17 and up
    DBMS
    MS SQL
    PostgreSQL
    Platform
    .Net Framework

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