PandaDoc Document Management
PandaDoc Document Management for Creatio
Close more deals with better quotes, proposals, and contract management all within the PandaDoc integration module for Creatio
Integration via Creatio API
Microsoft Power BI connector
Microsoft Power BI connector for Creatio
Connector to Microsoft Power BI, an interactive data visualization software
Aspose.PDF connector for Creatio
Converting printable forms to PDF using the Aspose.PDF service
Banza Corporate Lending for Creatio
Intelligent product for corporate and SMB lending process acceleration
Multiple file downloader for Creatio
Download multiple files as a single archive in a single action
SalesUp Conditional Records Formatting
SalesUp Conditional Records Formatting for Creatio
Conditional formatting of records in section and detail registries.
"Lead management" dashboard
"Lead management" dashboard
Analytics with key performance indicators for lead management
Account manager’s dashboard
Account manager’s dashboard
Account manager’s dashboard with essential information on daily routine
Send a monthly sales report
Send a monthly sales report
Monthly opportunity data gathering and sending at a pre-defined format by email
Current key service indicators for a contact
Contact's current service status
Shows current key service indicators for a contact
‘Order overview’ dashboard
‘Order overview’ dashboard
Latest analytics on orders within current month
"Quality of service" dashboard
"Quality of service" dashboard
A dashboard for monitoring customer satisfaction levels
Sales pipeline by cases for Creatio
Sales pipeline by cases for Creatio
An add-on that allows you to create sales pipelines based on user cases
Products detail in Accounts section
Products detail in Accounts section
View of products purchased by customer on Account page
Opportunity completeness for Creatio
Opportunity completeness for Creatio
Calculation of the opportunity data completeness based on selected fields