Filtering of opportunity printables by current user role

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

For creating questionnaires as basis for surveys, interviews, quizzes, certifications, and checklists that can include scoring of results.

A one-stop solution to harness the synergy of Creatio workflows and DocuSign to digitally sign e-documents via a seamlessly integrated and automated flow

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

Conduct surveys among your contacts and accounts

ZoomInfo SalesOS connector allows you to enrich contact and account records

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.