The add-on helps to simplify routine operations within the framework of the ongoing workflows

For companies that build relationships, orchestrate teams, and generate proposals when selling their solutions

Planning of visits for selected customers and its fulfillment

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

Geolocation powered iOS application for managing customer relationships

Activity completion by one click in Orders action dashboard

This add-on helps to copy or delete the opportunity record from the edit page providing more visibility about the record before performing copy or delete operation

Bulk update of the Owner field for selected records

Take photos using a laptop or phone camera and save them to records immediately

Changing an Account type from Prospect to Customer during journey of Lead

Play video files uploaded to the Attachments detail of any section

Automatically process attachments encrypted using a digital signature in synchronized emails

Create, manage and monitor your orders and contracts. Ensure timely fulfillment of all your orders, and detect and avoid the bottlenecks in your document flow.

Synchronization of PrivatBank, Monobank, FUIB bank statements in Creatio.