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Description
Product description
SalesUp Enhanced template macros for Creatio is a solution that allows you to set up complex macros for use in message templates dynamically. The module allows, in addition to standard macros and object columns, to insert sample values, lists, tables, priorities and other types of macros. Configuration is performed in a separate convenient setup wizard.
The product can be used by companies of any industry or business domain because it offers universal functionality that does not depend on the business area and the system objects used.
Use cases:
- Sending information on the order to the client after confirmation and execution;
- Displaying the amount or number of entries per detail (for example, products in order);
- Displaying the list of order/invoice products as a bulleted list;
- Displaying order products in the form of a table with additional object columns;
- Sending a report on the status of open Cases;
- Informing managers about their accounts with receivables;
- Sending reporting summary notifications for the period.
Key features:
- Adding an unlimited number of macros;
- Display of aggregated data from the record detail;
- Display of detail records in the form of a list (bulleted or numbered);
- Display of detail records in the form of a table;
- Ability to use other macros in a macro template (recursion).
Pricing
Price
SalesUp Enhanced template macros for Creatio
Free
Terms & Conditions
By installing this product you agree to terms and conditions outlined in the license agreement.
Support
Support is available for this application.
Support conditions
In order to keep this add-on free, support is provided by email only.
Support contacts
Email
care@salesup-it.com
Installation
Product compatibility
Product
All products on Creatio platform
Version
7.14 and up
DBMS
Any supported DBMS
Platform
.Net Framework
Deployment options
Cloud
On-site
Guides and manuals
There are two ways to install the application:
- Automatically - by specifying the site address and clicking the "Install" button
- Manually - by downloading the archive with packages and installing by the applications installation wizard.
Feedback
Type
Compatibility
Leave your feedback about the solution to its developer and Marketplace team