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
Upsale
Offering extended versions of products or new brands to the customer when processing their order
Calendly connector for Creatio
Connector that updates activities scheduled from Calendly into Creatio
Customer journey
Enhancing customer’s products satisfaction through comprehensive management of interaction with the company (B2B)
Partner sale
Additional communications within partner sales
Microsoft Teams connector
Microsoft Teams connector for Creatio
The connector enables the capability to create MS Teams online meetings from Creatio calendar.
"Lead management" dashboard
"Lead management" dashboard
Analytics with key performance indicators for lead management
Case for the Orders section
Case for the Orders section
Workflow bar ready-to-install to the order page
Account manager’s dashboard
Account manager’s dashboard
Account manager’s dashboard with essential information on daily routine
B2B Cross-sales
Making cross-sales based on closed deals and the product catalog (B2B sales)