Oneflow eSignatures and Contract management for Salesforce

Highlights

• 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.