Filtering of opportunity printables by current user role

The add-on helps to simplify routine operations within the framework of the ongoing workflows

For delivery excellence across portfolios of IT and non-IT projects via PMO automation, stakeholder alignment, and effective governance

Simple work with catalogs in the system. Filter the records automatically, hierarchy of selection, convenient and quick adding records to the details.

Take photos using a laptop or phone camera and save them to records immediately

Play video files uploaded to the Attachments detail of any section

Automatically process attachments encrypted using a digital signature in synchronized emails

Create, manage and monitor your orders and contracts. Ensure timely fulfillment of all your orders, and detect and avoid the bottlenecks in your document flow.

The Adobe e-sign Integration for Creatio is designed to facilitate the generation of Adobe e-sign agreements, sending them out for signature and receiving the signed documents directly from Creatio UI.