Advanced omnichannel chats functionality for Creatio

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

Work on projects and project tasks using the Gantt chart and Kanban board.

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.

Gantt chart and Kanban board helps to easily visualize data of any Creatio’s section.

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.

Personal data anonymization and data access tools in compliance with EU General Data Protection Regulation (GDPR)

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.

Connector to OneDrive, a file hosting service

Employee compensation system. Bonus accrual, accrual rules, compensation management and analytics

The add-on facilitates data filtration by allowing to add or change quick filters in all sections and details.

Dashboard to monitor Lead and Opportunity TAT

Customizing and generating printables and reports in pdf format