Advanced omnichannel chats functionality for Creatio

Close more deals with better quotes, proposals, and contract management all within the PandaDoc integration module for Creatio

Kanban view for any Creatio section with drag & drop capability

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.

Intelligent, full-cycle service management capabilities that improve all processes related to service delivery, interaction with customers, feedback tracking and analysis, department performance monitoring, and more.

Simplify communication between both system and portal users, using the chat functionality inside Creatio.

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

Field force management: a schedule of visits, field visit rules

Extended capabilities allowing to temporary grant access rights and to change access rights for existing records

Generate printable documents based on section records.

Connector to OneDrive, a file hosting service

Organising work of collegial institutions for a company of any size

New element in campaign designer that allows to issue vouchers (certificates) for loyalty program members