Filtering of opportunity printables by current user role

Start reporting on Opportunity age (Days in pipeline)

Take photos using a laptop or phone camera and save them to records immediately

Automatically process attachments encrypted using a digital signature in synchronized emails

ZoomInfo SalesOS connector allows you to enrich contact and account records

See your opportunity values over time in your dashboards, not only at signature date.

The Adobe e-sign Integration for Creatio is designed to facilitate the generation of Adobe e-sign agreements, sending them out for signature and receiving the signed documents directly from Creatio UI.