Help you integrate Creatio with 3rd party applications
Extend the functionality of Creatio products
Developed on Creatio platform, software solutions deliver industry specific features and capabilities
Pre-built connectors to integrate Creatio with 3rd party applications and accelerate productivity
Ready-to-use apps to extend the functionality of Creatio products
Out-of-the-box solutions that deliver task-specific or industry-specific features and capabilities
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Business process automation, customization, configuration and development on the Creatio platform services.
Consultation services on marketing, sales and service processes as well as consultations on business process management
Business process automation, customization, configuration and development on the Creatio platform
Consultation services on marketing, sales, service and business process management
Creatio is a 5-Star Partner Program
Award Winner in 2017
PandaDoc Document Management for Creatio
PandaDoc integration module complements Creatio platform with powerful features that enable businesses to easily generate, send, and track documents within CRM. The solution automates the whole document workflow. It reduces time spent on document creation, negotiation, and completion. PandaDoc allows you to standardize content for proposals your entire team uses, reducing errors.
The customer-specific information from CRM is automatically populated into your document. The real-time status update of the document, including views, comments, and approval status makes it easy to track the work in progress. PandaDoc allows recipients to complete document digitally with unlimited secure eSigantures included in every subscription. Implementation of PandaDoc for Creatio significantly optimizes document workflow and enhances sales performance.
24/7 support via email is included. Response time is 8 working hours.
1. 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.
2. Configure settings. Go to "System designer" > "PandaDoc Settings" ans 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.