DocuSign connector for Creatio

DocuSign connector for Creatio enables organizations of every size, industry and geography to accelerate agreements, workflows and payment using DocuSign’s eSignature service.

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