Plataforma low-codeCRMCreatio nomeado leader no Gartner's Magic Quadrant paraAutomação da Força de Vendas, 2020Saber mais
RecursosExplore o CreatioCURSOS DE E-LEARNING OU NA NOSSA ACADEMIAEncontre um curso
Obtenha ajuda especializada e orientação para uma melhor
experiência com a plataforma
Gestão de sucesso do cliente
Atendimento ao cliente de primeiro nível
com um gestor de sucesso dedicado
Implementação e consultoria
Obtenha consultoria profissional e suporte de integração
de gurus da indústria
- Suporte técnico
Servicios Financeiros CreatioSoluções de CRM para bancos e instituições financeirasSaber mais
Ecossistema do parceiro CreatioCREATIO é um programa de parceiros 5 estrelasvencedor do prêmio em 2020Saber mais
EmpresaNoticias & Eventos
EXPLORE OS EVENTOS DIGITAIS DA CREATIOpara CIO e líderes digitaisReserve um LUGAR grátis
Atualizações recentes sobre desenvolvimento de produtos,
notícias sobre o parceiro Creatio e a comunidade de clientes
Low-code fala com Creatio
As últimas notícias sobre transformação de baixo código
e digital no Creatio Podcast
Eventos digitais sobre como navegar pelas mudanças
e transformar os seus negócios usando o low-code
Bpm’online announces the release of PandaDoc Document Management Connector
PandaDoc integration module for bpm'online developed by Velvetech is now available for purchase on bpm'online marketplace
Bpm'online, which provides unique synergy of BPM technologies and CRM for sales, marketing, service to empower organizations to accelerate time-to-strategy execution, is happy to announce that the PandaDoc integration module for bpm'online developed by Velvetech is now available for purchase on bpm'online marketplace. The integration of the PandaDoc digital transaction management solution with bpm'online is intended to facilitate the sales process by reducing the time spent on document creation, approval, and other operations. Bpm'online customers can now close more deals with better quotes, proposals, and contract management processes.
Velvetech is a software development company that specializes in development of software platforms featuring real-time data, analytics, dashboards, task automation and queuing, REST-based API’s, interactive User Interfaces for mobile and desktop devices, CRM implementation, process optimization, technology integration, and compliance.
"We are delighted to present to the public the PandaDoc Document Management connector, designed by our company to help bpm'online users optimize their document workflow and as a result enhance sales performance," stated Yuri Yushkov, CEO at Velvetech. "The release of the PandaDoc module became possible due to the close collaboration between all three companies. In the future, Velvetech plans to develop more powerful integrations with the bpm'online platform so that its customers can enrich their CRM experience."
The PandaDoc connector complements bpm'online process-driven CRM with a range of powerful features that enable the full workflow automation of the documents and its effortless implementation within the platform. The process of document generation has been significantly simplified due to the automatic population of the information from bpm'online CRM, the Drag and Drop document builder, and numerous default and custom designed templates. Bpm'online customers can also enjoy accelerated document negotiations that are made possible by the unlimited secure eSignatures, real-time document status updates, and roles management functionality.
PandaDoc helps organizations close more deals with better quotes, proposals, and contract management processes. Features include eSignatures, data merge, and data driven feedback to build, edit, execute and track documents. Founded in 2013 and based in San Francisco, California, PandaDoc is backed by Altos Ventures, Rembrandt Venture Partners, Microsoft Ventures, HubSpot, EBRD, TMT Investments and others. Learn more at PandaDoc.com
Velvetech is a Chicago-based custom software development and consulting company with more than 20 years of experience. It offers a range of technology services and software solutions, including enterprise software application development and electronics design, Web and Mobile App development, product development, digital marketing & sales automation, managed IT services, and systems integration. Velvetech operates within various industries and specializes in solving technology problems by creating fully customized digital solutions. For more information, visit Velvetech.com
Bpm'online provides unique synergy of BPM technologies and CRM for sales, marketing, service to empower organizations to accelerate time-to-strategy execution. The beauty and the core value of bpm'online products is the agility to change processes faster than ever and align marketing, sales and service on a single platform. Users love bpm'online's engaging interface with a social look and feel, free from redundant information to keep them focused on what's relevant. Today, the company serves thousands of customers worldwide. For more information, visit bpmonline.com