Mitra DocuSign Connector for Creatio
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.
Pricing
Monthly
Annual
Mitra DocuSign Connector for Creatio cloud / on-site subscription
$
8.33 user / month
billed annually
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.
Resources
Data sharing
- By installing or downloading the App, you confirm that you agree with sharing your account data (name, email, phone, company and country) with the App Developer as their End User.
- The App Developer will process your data under their privacy policy.
Versions
Versions history
Version
Compatibility
Release date
2.0
8.0.0 and up
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
- Open the needed app → the Packages tab - download the Markeplace app files.
- Click in the top right → Application Hub
- Click New application. This opens a window.
- Select Install from file and click Select in the window that opens.
- Click Select file on the page of the Marketplace App Installation Wizard and specify the app file path.
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.