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Description
Product description
SmartTender connector for Creatio provides the ability to upload commercial and public tenders from the smarttender.biz tender platform to Creatio.
Use cases:
The solution will be useful for companies that actively work with tenders.
Key features:
- Uploading announced purchases of public and commercial customers from the smarttender.biz trading platform API to the preconfigured Tender section. The filters configured by the user on the smarttender.biz site are used (separately for public, separately for commercial tenders) - with trading platform restrictions.
- Ability to set up advanced filtering of tenders upon receipt.
- In the Tender section, different editing pages are used for commercial and public tenders. On the page and in the tender register there are links to the trading platform from which the data was received, and for public tenders - a link to the tender in Prozorro.
- Automatic addition of new counterparties when importing tenders.
- Automatic creation of a Lead from a Tender (the function can be enabled through the system settings).
- Tender disqualification.
- Deleting a tender. At the same time, the record about the tender is deleted, but the link to it is saved in the directory of deleted ones, and with subsequent changes in the tender on the trading floor, such tenders do not appear again.
Notes:
An active account on smarttender.biz is required for the connector to work correctly.
The system periodically receives all tenders that have been changed since the last integration, corresponding to the user's subscription on the site, additionally filters them with the filters configured in Creatio and saves them in the section.
Pricing
Price
SmartTender connector for Creatio Cloud\On-Site Subscription
$ 1.600
/ 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
Phone
+380504412155
Email
support@master-crm.com
Installation
Product compatibility
Product
Sales (commerce)
Sales (enterprise)
CRM Creatio
Sales (team)
Sales
Version
7.15 and up
DBMS
PostgreSQL
MS SQL
Platform
.NET Core (deprecated from 8.0.9)
.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
How to start receiving tenders:
Get credentials from your manager on the smarttender.biz site to receive commercial and public tenders.
In the appropriate fields of the lookup, enter the credentials. Set the starting date for receipt of tenders, mark Active in the corresponding lines.
Launch a business process for obtaining data from public tender references from the smarttender.biz site in the user's language.
For commercial tenders, the reference values are hardcoded into the package data, as there is currently no way to get them via the API.
Work with Tenders in the section.
The system periodically receives all tenders that have been changed since the last integration, corresponding to the user's subscription on the site, additionally filters them with the filters configured in Creatio and saves them in the section.
Feedback
Type
Compatibility
Leave your feedback about the solution to its developer and Marketplace team