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.
Integrating Creatio instance with DocuSign in order to facilitate digitally signing documents from Creatio.
- Facilitates digitally signing of documents via workflows.
- DocuSign flow is incorporated into Opportunity and Contracts sections OOTB.
- Ability to store the signed Document within the DocuSign Envelope in Creatio and also in the attachments of the relevant Opportunity/Contract record.
Customer has to have a DocuSign API Developer license.
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 email@example.com for a custom implementation or any other implementation support.
Terms & Conditions
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.
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.
Please refer the below User Guide for Setup Instructions