Manage Customer Documents inside CRM Creatio
Create
Create any customer-specific documents right within the Creatio platform in seconds
Send
Send documents for approval and review to your clients and team from a single UI
eSign
Use e-signature easily with Creatio and PandaDoc integration and close sales faster
Track
Track status and manage documents related to a specific entity in the CRM system
With the PandaDoc integration in Creatio, you can draft a wide range of business documents directly from CRM data. These typically include:
- Proposals with pricing, product details, and CRM-linked fields;
- Contracts that can be auto-filled with customer and deal data;
- Quotes and other sales documents that can be pulled from the Creatio opportunity and pricing details;
- Custom and branded templates like statements of work, service agreements, and other document types.
Excellent Business Results with Less Efforts
Faster Closed Deals
- Electronic document workflow
- Unlimited eSignatures availability
- Real-time document status tracking
- All client-relevant documents in one place
Reduced Routine Paperwork
- Document drafting within CRM
- Drag and drop document builder
- Professional-looking templates
- Customer-specific documents creation
Guaranteed Accuracy and Compliance
- Automatic CRM data population
- Automatic error-free price quoting
- Documents and data access control
- Prioritized data security
Leverage Creatio and PandaDoc integration for document workflow automation
PandaDoc facilitates faster proposal creation by automatically filling documents with Creatio data, streamlining approvals, and enabling eSignatures. You don’t need to switch the interfaces and leave the CRM. This allows teams to track document status in real time and move deals forward faster.
Endless Opportunities at Your Fingertips
Embrace the PandaDoc and Creatio duo for contract management and more!
Three Steps to Improved Efficiency
Contact Velvetech to get the installation package
Upload the package to the Creatio System Designer
Authorize PandaDoc in Creatio
Implementation timelines can vary based on your requirements, but a typical integration package can be completed within a week or even a few days, thanks to Velvetech’s connector. Of course, if you require customized workflows or CPQ logic or have complex CRM data mappings, the process can take several weeks.
An Affordable Solution for Any Business
Monthly
$ 14.58 user/month
billed annually
