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)
Partner sale
Additional communications within partner sales
Case for the Orders section
Case for the Orders section
Workflow bar ready-to-install to the order page
Account manager’s dashboard
Account manager’s dashboard
Account manager’s dashboard with essential information on daily routine
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
Automatic update of in-stock inventories
Automatic update of in-stock inventories
Automatic in-stock quantity update of goods included in orders