SalesUp Enhanced template macros for Creatio

SalesUp Enhanced template macros for Creatio is a solution that allows you to set up complex macros for use in message templates dynamically. The module allows, in addition to standard macros and object columns, to insert sample values, lists, tables, priorities and other types of macros. Configuration is performed in a separate convenient setup wizard.

The product can be used by companies of any industry or business domain because it offers universal functionality that does not depend on the business area and the system objects used.

Use cases:

• Sending information on the order to the client after confirmation and execution;
• Displaying the amount or number of entries per detail (for example, products in order);
• Displaying the list of order/invoice products as a bulleted list;
• Displaying order products in the form of a table with additional object columns;
• Sending a report on the status of open Cases;
• Informing managers about their accounts with receivables;
• Sending reporting summary notifications for the period.

Key features:

• Adding an unlimited number of macros;
• Display of aggregated data from the record detail;
• Display of detail records in the form of a list (bulleted or numbered);
• Display of detail records in the form of a table;
• Ability to use other macros in a macro template (recursion).