Order and Contract Management
Creatio AI
Bestsellers
Not rated
Certified

Create, manage and monitor your orders and contracts. Ensure timely fulfillment of all your orders, and detect and avoid the bottlenecks in your document flow.

Overview

Product overview

Product description

With the app, you can easily manage orders. You can classify orders by account type (individuals or legal entities), group orders by stages, budgets, products or services, owners, etc. Monitor the current status of key orders within your company, and analyze the effectiveness of the order and contract processing.

Use cases:

  • Keep track of the complete history of each order using Sales Creatio. The system allows you to keep track of the complete chronology of activities, documents and communications per each particular order. Even with a change of the contact person all the agreements and conditions will be stated in the order, and the customer will get excellent service.
  • Save time and approve orders following each step of the best practice process. Use built-in process to get approval from one person, or easily modify it according to your needs.
  • Issue invoices using standard templates in Sales Creatio. The system will remind an owner when the payment date approaches, which allows better control over the payments.
  • Analyze orders and invoices by sales reps and customers. Track orders that are due for delivery and payment. Analytics will help to determine the bottlenecks in the order processing and ensure timely order fulfillment.

Key Features

Analytics

Leverage built-in analytics to monitor order statuses, identify bottlenecks, and assess the effectiveness of order and contract processing

Approvals Management

Simplify the order and contract approval workflows with customizable processes, enhancing operational efficiency and compliance

Invoice Management

Streamline the invoicing process with standardized templates and automated reminders, ensuring timely payments and improved cash flow

Customer 360° Profile

Gain a complete view of each customer, including their order history, communications, and related documents, facilitating personalized service and informed decision-making

Price Lists Management

Maintain and manage comprehensive price lists to ensure accurate and up-to-date pricing across all products and services

Product Management

Centralize your product catalog, allowing for efficient management of product details, categories, and pricing. Accelerate product onboarding with AI-generated product descriptions. Automatically create rich, engaging, and consistent descriptions based on product attributes, reducing manual effort and ensuring high-quality content across the catalog.

Categories

Category

UI Framework

UI Framework
Freedom UI

Type

Type
Application

Price

Price
Paid
Trial

Compatible with Creatio

Version
8.1.0 and up

Pricing

Monthly
Annual
Standard
$ 10.00 user / month
billed annually
Description (Formatted)
  • Customer 360 profile
  • Price-lists management
  • Product management
  • Approvals management
  • Invoice management
  • Analytics

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”, “Business” and “Premium“ packages. Detailed information about the support packages and the support terms can be found on the Creatio website.

Installation

Product compatibility

UI Framework

Freedom UI

Deployment Options

Cloud
On-site

DBMS

Any supported DBMS

Platform

.NET Framework
.NET 6 (started from 8.0.9)

Compatible with Creatio

8.1.0 and up

Versions

Versions history

Version
Compatibility
Release date
1.9.5
8.2.3 and up
28.04.2025
Release summary
  • Some minor improvements and bug fixes
1.7.16
8.2.1 and up
16.12.2024
Release summary
  • The Hierarchy component in the Product Catalog now includes pagination for smoother navigation through large datasets and improved performance.
  • Some minor improvements and bug fixes.
1.6.12
8.2.0 and up
25.10.2024
Release summary
  • New metrics are available on the Order, Contract, and Invoice pages. 
  • Some minor improvements and bug fixes
1.5.25
8.1.5 and up
09.09.2024
Release summary
  • Added an ability to see the Product Catalog in the Gallery mode
  • Some minor improvements and bug fixes
1.3.26
8.1.3 and up
03.05.2024
Release summary
  • Added the “Product catalog” page for selecting products on the Order page
  • Added the Code field on the Product page
  • Added new metrics on the Invoice and Contract pages
  • Replaced the Total widget on the Order page with a metric
  • Improving business processes of calculation
  • Fixed several bugs
1.2.24
8.1.2 and up
27.02.2024
Release summary
  • Changed an object in the Tag component to a base object
  • Added business rules of improvement for the Product list on the Order, Invoice, and Contract form pages
1.2.6
8.1.1 and up
20.12.2023
Release summary

Application is available for public release

1.1.61
8.1.0 and up
21.09.2023
Release summary

Beta release of the Order and Contract Management application

1.1.49
8.1.0 and up
15.09.2023
Release summary

Beta release of the Order and Contract Management application

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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