Starting a project
Creation of a project based on the template after successfully closed deal and notifying Project department about the new project
Upsale
Offering extended versions of products or new brands to the customer when processing their order
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
Customer journey
Enhancing customer’s products satisfaction through comprehensive management of interaction with the company (B2B)
Partner sale
Additional communications within partner sales
Creating quotes for opportunities
Creating quotes for opportunities
Basic functionality of quote management: quick adding, printing and emailing to customer
Case for the Orders section
Case for the Orders section
Workflow bar ready-to-install to the order page
Aspose.PDF connector for Creatio
Aspose.PDF connector
Converting printable forms to PDF using the Aspose.PDF service
"Lead management" dashboard
"Lead management" dashboard
Analytics with key performance indicators for lead management
B2B Cross-sales
Making cross-sales based on closed deals and the product catalog (B2B sales)
