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
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
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
"Lead management" dashboard
"Lead management" dashboard
Analytics with key performance indicators for lead management
Aspose.PDF connector for Creatio
Converting printable forms to PDF using the Aspose.PDF service
Feed notifications on account related events
Feed notifications on account related events
Feed notifications on new contacts, opportunities and activities of accounts you followed
Case for the Orders section
Case for the Orders section
Workflow bar ready-to-install to the order page
Customer journey
Enhancing customer’s products satisfaction through comprehensive management of interaction with the company (B2B)
