Employee onboarding
Employee first day groundwork and preparation of the pertinent training required for the job
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
Partner sale
Additional communications within partner sales
Creating quotes for opportunities
Creating quotes for opportunities
Basic functionality of quote management: quick adding, printing and emailing to customer
Starting a project
Creation of a project based on the template after successfully closed deal and notifying Project department about the new project
Recruitment
Effective planning and conducting a cycle of interviews with candidates
Vacation leave request
Processing vacation leave requests from employees
Training request
Processing employee training requests
Upsale
Offering extended versions of products or new brands to the customer when processing their order
"Lead management" dashboard
"Lead management" dashboard
Analytics with key performance indicators for lead management
