PandaDoc Document Management for Creatio

by Velvetech LLC
Not rated
Close more deals with automated quotes, proposals, and contract management all within the PandaDoc Document Management for Creatio
Install

Overview

Product overview

Product description

Automate your entire document workflow directly in Creatio.

PandaDoc Document Management for Creatio helps sales teams create, send, track, and sign documents without leaving CRM. From proposals to contracts, the entire document lifecycle is fully automated — saving time, reducing manual work, and accelerating deal closure.

Generate documents in a few clicks using standardized templates shared across your team. Customer data is automatically pulled from Creatio, eliminating copy-paste errors and ensuring accuracy in every proposal.

Track document progress in real time: views, comments, approvals, and status updates are instantly available inside Creatio. Recipients can review and complete documents digitally using secure, unlimited eSignatures included in every PandaDoc subscription.

By connecting PandaDoc with Creatio, businesses streamline document operations, shorten sales cycles, and improve overall sales performance.

Key Features

Enjoy document management within Creatio CRM

Facilitate sales process by reducing time spent on creating documents. The relevant data from the CRM such as contacts, products, pricing or any other data are automatically populated in the documents. eSign in PandaDoc, track signature status in Creatio.

Categories

Category
Document management
e-Signature
Connectors

UI Framework

UI Framework
Classic UI
Freedom UI

Type

Type
Application

Price

Price
Paid
Trial

Compatible with Creatio

Version
7.10 and up

Release information

Launched:
Updated:

Pricing

Monthly
Annual
Standard
$ 14.58 user / month
billed annually
Link to external pricing

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.

Contacts

Installation

Setup guide

  1. Actualize CSP settings. Run the 'Actualize CSP header' business process.
  2. Log into PandaDoc portal. Go to "Opportunity" / "Leads" or "Accout" section, open record and go to "PANDADOC" tab. Click “CONNECT”. PandaDoc login page will open in a new tab. Log in and refresh the Creatio page.
  3. Configure settings. Go to "System designer" > "PandaDoc Settings" and setup fields should be populated in PandaDoc. You can work with the following settings: Opportunities, Lead, Account. Each of these settings represents the list of Creatio fields that is populated in PandaDoc.

Product compatibility

Sales

UI Framework

Classic UI
Freedom UI

Deployment Options

Cloud
On-site

DBMS

Any supported DBMS

Platform

.NET Framework

Compatible with Creatio

7.10 and up

Versions

Versions history

Version
Compatibility
Release date
7.8.0
8.3.0 and up
April 20, 2026
Release summary
  • Freedom UI compatibility
  • Minor fixes and improvements
Download
1.6
7.10 and up
July 19, 2023
Release summary

Minor fixes and improvements

Download
1.5
July 13, 2022
Release summary
  • Added PandaDoc to the Contacts section
  • Minor fixes and improvements

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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