WhiteDoc

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WhiteDoc reduces manual work. Exchange documents and data internally and with external partners. Automate document creation, transfer, signing, and routing — with or without human involvement. Integrate with Creatio for flexibility and efficiency.

Overview

Product overview

Product description

WhiteDoc — Document Automation for Creatio

WhiteDoc is a document automation platform that connects directly to Creatio, letting your teams create, send, sign, and track documents without leaving your CRM workflows.
From any Creatio object — a deal, case, contact, order, or custom object — WhiteDoc can generate the right document automatically or on demand: contract, proposal, invoice, NDA, onboarding packet, or any custom form. It populates with your CRM data, routes for approval, and sends for signature. Once complete, the record updates automatically.

Key Features

Advanced Template Builder

Create flexible, reusable templates with full customization of logic, formatting, and data integration, making them easily adaptable to any business process

Built-in business process logic

Set up the necessary business logic and number of process stages to standardize and optimize your business workflows

AI Assistant

Leverage the AI Assistant to analyze document content, generate summaries, extract key insights, and provide smart recommendations directly within your workflow

Auto-generated documents from Creatio data

Automatically generate documents using data from Creatio records. WhiteDoc pulls relevant information from Creatio fields and inserts it into pre-configured templates, helping teams create contracts, proposals, invoices, forms, and other business documents faster, with fewer manual errors.

E-signatures with full compliance

Secure, legally binding e-signatures with full audit trails and compliance. Accelerate approvals, eliminate paperwork, and keep every signed document securely tracked and stored.

Custom templates for any document type

Create custom document templates for any business process using WhiteDoc's built-in template editor — no coding required. Easily build contracts, proposals, invoices, onboarding forms, supplier agreements, compliance documents, and more.

Full Document Tracking & Audit Trail

Track every document action from creation to completion with a complete audit trail. Monitor document status, views, edits, approvals, signatures, and user activity in real time, ensuring transparency, accountability, and compliance across the entire document lifecycle.

UI Framework

UI Framework
Freedom UI

Type

Type
Application

Price

Price
Paid
Trial

Compatible with Creatio

Version
8.0.0 and up

Release information

Launched:
Updated:

Pricing

Monthly
Annual
1. Start
$ 29.00 user / month
billed annually
From 5 users
Description (Formatted)
- 500 documents/year per account
2. Growth
$ 26.00 user / month
billed annually
From 20 users
Description (Formatted)
- 2000 documents/year per account
3. Scale
$ 22.00 user / month
billed annually
From 50 users
Description (Formatted)
- 5000 documents/year per account
4. Enterprise
On demand
Description (Formatted)
- Built for larger teams, high-volume operations, and advanced customization.
- More users, more documents, tailored workflows - let's build a plan tailored to your business needs.

Third-party solution. The listed price includes the external subscription. Purchase and payment are processed via Creatio.

All plans include the WhiteDoc platform license + Connector to Creatio — full document creation, processing, exchange, e-signature, storage, and native Creatio integration in one package.
Need more users, higher document volume, or custom requirements? Contact us and we'll tailor a proposal that fits your business.

Terms and Conditions

By installing this product you agree to terms and conditions outlined in the license agreement.

Support

Support is available for this application

Basic SLA

  • Annual support cost: Free of charge
  • Software availability: 98% annually
  • Support hours: Mon–Fri, 9:00 to 18:00 (KYIV, UKRAINE)
  • Support channels: Email / Chat
  • Request response time: Up to 4 hours
  • Personal technical specialist: Not included
  • Personal account manager: Not included
  • Training and consulting for admins & integration specialists: Not included
  • Template configuration: Not included
  • Scenario & conversion map setup: Not included
  • Advanced template & scenario customization: Not included
Interested in extended SLA options? Contact us to learn more about available plans and pricing.

Installation

Product compatibility

UI Framework

Freedom UI

Deployment Options

Cloud
On-site

DBMS

Any supported DBMS

Platform

.NET Framework

Compatible with Creatio

8.0.0 and up

Versions

Versions history

Version
Compatibility
Release date
1.4.16
8.0.0 and up
June 05, 2026
Release summary
  • Cleaner interface — easier navigation and more intuitive layout so your team gets up to speed faster

  • Quicker setup — connect WhiteDoc to Creatio in fewer steps, with a default folder created automatically

  • Draft documents — create, preview, edit, and send documents with pre-filled data before they go out

  • More sending flexibility — send documents with or without data mapping, with or without Creatio data, and regardless of record status

  • Multiple templates — choose from several templates at send time, not just one

  • Two-way data sync — data filled in a document flows back into Creatio automatically, keeping your records up to date

  • Better attachment handling — uploaded and received attachments are clearly separated so nothing gets mixed up

  • Ready-to-use forms — get started quickly with pre-built forms that are easy to customize

1.1.3
8.1.5 and up
August 26, 2025
Release summary

Initial release.

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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