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Template
Creating quotes for opportunities
Creating quotes for opportunities
Basic functionality of quote management: quick adding, printing and emailing to customer
Free
Add-on
Field surveys in mobile application
Field surveys for Creatio

Customer field surveys in Creatio mobile application

Free
Add-on
Customer route mapping in mobile application
Customer route mapping for Mobile Creatio

Map the route to your next meeting location in mobile application

Free
Add-on
Email pre-send review
EmailOnAcid email review for Creatio

An ability to use EmailOnAcid automated tools needed to streamline and optimize your emails

Free
Add-on
Email pre-send review
Litmus pre-send testing for Creatio

An ability to use Litmus Checklist view of your email to gain confidence before you send

Free
Add-on
Customer filters in Visit scheduling
Customer filters in Visit scheduling for Pharma Creatio

Filter customers using dynamic groups when scheduling visits in Pharma Creatio

Free