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

Full-featured Inbound & Outbound call center with AI-based agent scoring and call analytics

Vertical solution for managing Risk catalogue, automatically identify incidents and cases with risk impact and automate their resolution

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.

Debt collection strategy automation

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

Ensuring compliance with the regulator’s requirements (KYC, AML, CTF, legislation, industry standards)

Generate printable documents based on section records.

Connector to OneDrive, a file hosting service

Client conversation dynamic scripts