Document libraries and digital document management processes for companies of any size

The connector is designed to facilitate the upload, download and deletion of files directly from Creatio UI. The plug-in can be used by organizations that use/intend to use SharePoint Office 365 as a Document Repository for Creatio.

Gantt chart and Kanban board helps to easily visualize data of any Creatio’s section.

Send email generated from template and attach printable file

Automate sending, signing and managing agreements – 100% digitally – anytime, anywhere, on any device with trust and confidence, make obtaining signatures from stakeholders a breeze

Management of normative documents and report library for companies of any size

Connector to OneDrive, a file hosting service

Customizing and generating printables and reports in pdf format

Approval workflow for any section of Creatio that allows for parallel and sequential approvals of cases of any complexity.

File management by Google Workspace integration. Creating / editing / viewing files and folders in the Creatio interface.

Setup and tracking data changes

Database segmentation for efficient analysis

A one-stop solution to harness the synergy of Creatio workflows and DocuSign to digitally sign e-documents via a seamlessly integrated and automated flow

Intelligent scoring and rating calculation system