Manage Customer Documents inside CRM Creatio
PandaDoc is a great document management solution that allows creating of quote lists, proposals, contracts, and other documents based on beautiful pre-defined templates in just a few clicks. PandaDoc integration module for Creatio opens an opportunity for accurate document management in less time and effective tracking of changes in files’ statuses — all from within the CRM Creatio.
Create any customer-specific documents right within the Creatio platform
Send documents for approval and review to your clients and team members
Close sales faster with unlimited eSignatures included in every subscription
Track status and manage documents related to a specific entity in CRM
Excellent Business Results with Less Efforts
- Electronic document workflow
- Unlimited eSignatures availability
- Real-time document status tracking
- All client-relevant documents in one place
- Documents creation within CRM
- Drag and drop document builder
- Professional-looking templates
- Customer-specific documents creation
- Automatic CRM data population
- Automatic error-free price quoting
- Documents and data access control
- Prioritized data security
Endless Opportunities at Your Fingertips
Uncover the best practices of
customer relationship management
with Creatio platform
Automate the whole document
workflow and be ready to boost your
sales with PandaDoc
to get the installation package
in Creatio System Designer
in Creatio
Take advantage of the united set of PandaDoc and Creatio functionalities.
An Affordable Solution for Any Business
* The price does not include PandaDoc license fee.
