Mitra DocuSign Connector for Creatio
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A one-stop solution to harness the synergy of Creatio workflows and DocuSign to digitally sign e-documents via a seamlessly integrated and automated flow

Overview

Product overview

Product description

Mitra DocuSign Connector for Creatio is a one-stop solution to harness the synergy of Creatio workflows and DocuSign in order to digitally sign e-documents via a seamlessly integrated and automated flow.

Use cases:

Integrating Creatio instance with DocuSign in order to facilitate digitally signing documents from Creatio.

Key features:

  • ​​​Facilitates digitally signing of documents via workflows.
  • DocuSign flow is incorporated into Opportunity and Contracts sections OOTB ( supports both Freedom UI and Classic UI )
  • Ability to store the signed Document within the DocuSign Envelope in Creatio and also in the attachments of the relevant Opportunity/Contract record.
  • Ability to Retrieve and store the Certificate for Signing the DocuSign Envelope within the Docusign Request in Creatio.

Notes:

Customer has to have a DocuSign API Developer license.

UI Framework

UI Framework
Freedom UI

Type

Type
Application

Price

Price
Paid
Trial

Compatible with Creatio

Version
8.0.0 and up

Pricing

Monthly
Annual
Mitra DocuSign Connector for Creatio cloud / on-site subscription
$ 8.33 user / month
billed annually

Minimum purchase quantity is 30 users. Minimum contract term is 3 years.

An active DocuSign subscription is required.

Currently the connector is incorporated into Opportunity and Contracts sections. If you require the connector to support additional sections please reach out to us via creatiosales@mitrai.com for a custom implementation or any other implementation support. 

Terms and Conditions

By installing this product you agree to terms and conditions outlined in the license agreement.

Pricing FAQ

How does pricing work?
What currencies are accepted for payment?
Do the listed prices include taxes or discounts?
Does the listed price include the cost of the Creatio Platform plan?

Support

Support is available for this application
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.

Installation

Setup guide

Please refer the below User Guide for Setup Instructions.

UI Framework

Freedom UI

Deployment Options

Cloud
On-site

DBMS

PostgreSQL
MS SQL
Oracle

Platform

.NET Framework

Compatible with Creatio

8.0.0 and up

Versions

Versions history

Version
Compatibility
Release date
2.0
8.0.0 and up
08.04.2024
Release summary
  • Opportunity and Contract Section Available in Freedom UI
  • Automatic retrieval of "Certificate of Signature" for each Docusign Enveloper after completion.

Manual app installation

  1. Open the needed app → the Packages tab - download the Markeplace app files.
  2. Click in the top right → Application Hub
  3. Click New application. This opens a window.
  4. Select Install from file and click Select in the window that opens.
  5. Click Select file on the page of the Marketplace App Installation Wizard and specify the app file path.

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