Overview

Create agreements in Customer Connect that are automatically created in Oneflow. Saves admin time and increases control in your sales processes.

Key capabilities

• Seamless synchronization of the agreement text you create in Customer Connect to Oneflow.
• In your sales board in Customer Connect, you see when a customer has signed and can then directly create an invoice (synchronized with your ERP) and follow up on its payment.
• As soon as an agreement is signed in Oneflow, the salesperson’s sales bar is updated directly in Customer Connect.
• Shorten the time from quote to closing by collaborating in real time directly in your agreement.
• Make it easy for your potential customers to sign with smooth e-signatures in dynamic agreements that work across multiple devices.
• Store all your agreements securely in Oneflow’s searchable archive and set automatic reminders when it’s time for renewal.