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

Field sales management: a schedule of visits, field sales rules and order placement

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

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.

Download multiple files as a single archive in a single action

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

Generate printable documents based on section records.

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

Connector to OneDrive, a file hosting service

Easily attach printables directly to any record or email in Creatio

Set up values, lists, tables, priorities and other types of macros for use in message templates.

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