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Oneflow eSignatures and Contract management for Salesforce

eSignatures and Contract Management that creates magic in Salesforce.

Overview

Automate contract management and eSignature workflows in Salesforce. Let Oneflow work wonders with your eSignatures and Contract Management. Transforming static agreements into truly digital contracts – making work faster, and life easier.

See How Oneflow eSignatures and Contract management for Salesforce Works

Streamline Proposals Create proposals that enable real-time collaboration across the sales process from opportunities, companies, and contacts. Streamline negotiation with live editing and smooth e-signatures and remove friction from closing deals.
Bi-directional Sync Seamlessly sync data from any object in Salesforce into your contract and back, cutting admin time and keeping Salesforce your single source of truth.
Customize Workflows Automate contracts using Flows and remove manual busywork from your sales process. Choose what objects you want to fetch data from, turn any object into products, and what information counterparties should access.
CPQ Sync Seamlessly sync data including your price book or CPQ setup between Oneflow and Salesforce, in both directions, to save time and increase data consistency across your contracts and CRM.
Track engagement Track your prospect’s engagement on the activity timeline and sync contract updates to Salesforce without manual hassle. This way, you can keep sales momentum and focus on closing the deal.
Contract Intelligence Leverage AI and contract metadata to identify risk and bottlenecks in your proposals, and set up reports and dashboards to follow your progress in real-time.

Oneflow’s interactive contracts enable live collaboration and AI-powered insights across your sales cycle. Our customization capabilities and a robust bi-directional data sync makes seamless contracts a part of your process. The results include faster processes, better decisions, and quicker opportunities. It’s an easier, smoother, and smarter way for organizations of all shapes and sizes to handle their documents. With Oneflow x Salesforce, you can: • Create interactive contracts with integrated e-signature • Automatically sync data between Salesforce and Oneflow • Customize the solution according to your needs • Track contract pipeline and activities in Salesforce • Get started with a free 14 day trial by clicking “Get it now”! It takes 3 easy steps to get started with Oneflow. Step 1: Download "Oneflow for Salesforce" Step 2: Setup "Oneflow for Salesforce" Step 3: Done! We also provide comprehensive onboarding with administrators and users. Both groups will learn best practices for creating contracts and templates, sign contracts and how to work with Oneflow x Salesforce.