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
Upsale
Offering extended versions of products or new brands to the customer when processing their order
SalesUp Project Management
SalesUp Project Management for Creatio
Work on projects and project tasks using the Gantt chart and Kanban board.
Customer journey
Enhancing customer’s products satisfaction through comprehensive management of interaction with the company (B2B)
Case for the Orders section
Case for the Orders section
Workflow bar ready-to-install to the order page
B2B Cross-sales
Making cross-sales based on closed deals and the product catalog (B2B sales)
Feed notifications on account related events
Feed notifications on account related events
Feed notifications on new contacts, opportunities and activities of accounts you followed
Granting new owner access rights to the account data
Granting new owner access rights to the account data
Automatic granting of the access to the account data (account-related contacts, opportunities, orders and activities) to new owner after changing the manager in charge
Renewal opportunity
Process template to more effectively manage renewal opportunity
Working easier with opportunity products
Working easier with opportunity products
An ability to add multiple products at once and update them in the detail list