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Description
Product description
Mitra DocuSign Connector for Creatio is a one-stop solution to harness the synergy of Creatio workflows and DocuSign in order to digitally sign e-documents via a seamlessly integrated and automated flow.
Use cases:
Integrating Creatio instance with DocuSign in order to facilitate digitally signing documents from Creatio.
Key features:
- Facilitates digitally signing of documents via workflows.
- DocuSign flow is incorporated into Opportunity and Contracts sections OOTB ( supports both Freedom UI and Classic UI )
- Ability to store the signed Document within the DocuSign Envelope in Creatio and also in the attachments of the relevant Opportunity/Contract record.
- Ability to Retrieve and store the Certificate for Signing the DocuSign Envelope within the Docusign Request in Creatio.
Notes:
Customer has to have a DocuSign API Developer license.
Languages
Pricing
Price
Mitra DocuSign Connector for Creatio cloud / on-site subscription
$ 100
user / year
The listed price does not include the cost of Creatio Platform plan. For detailed information on Platform pricing, please refer to the following link.
Pricing does not include taxes and fees (such as VAT) regulated by law.
The payment shall be made either (i) in USD or (ii) in EUR, (iii) in GBP, (iiii) in AUD at the company's then current commercial rate if it would be agreed with Creatio.
Terms & Conditions
By installing this product you agree to terms and conditions outlined in the license agreement.
Support
Support is available for this application.
Support conditions
Support is provided by the developer within the “Basic” and “Business” packages. Detailed information about the support packages and the support terms can be found on the Creatio website.
Support contacts
Email
creatiosupport@mitrai.com
Installation
Product compatibility
Product
Sales (enterprise)
CRM Creatio
Financial Services (sales)
Version
8.0.0 and up
DBMS
PostgreSQL
MS SQL
Oracle
Platform
.NET Framework
Deployment options
Cloud
On-site
Account data sharing
By installing or downloading the App, you confirm that you agree with sharing your account data (name, email, phone, company and country) with the App Developer as their End User.
The App Developer will process your data under their privacy policy.
Guides and manuals
Please refer the below User Guide for Setup Instructions.
Feedback
Leave your feedback about the solution to its developer and Marketplace team
What's new
What's new?
Version 2.0
- Opportunity and Contract Section Available in Freedom UI
- Automatic retrieval of "Certificate of Signature" for each Docusign Enveloper after completion.
Type
Compatibility
Minimum purchase quantity is 30 users. Minimum contract term is 3 years.
An active DocuSign subscription is required.
Currently the connector is incorporated into Opportunity and Contracts sections. If you require the connector to support additional sections please reach out to us via creatiosales@mitrai.com for a custom implementation or any other implementation support.