Overview

Create contracts directly from HubSpot and automatically transfer deal, contact, and company data into an easy-to-edit, interactive contract. With digital contracts in HubSpot powered by a bi-directional data sync, reps can move quickly when it matters, without any of the manual hassle.

Key capabilities

• Seamlessly sync data from any object in HubSpot into your contract and back, cutting admin time and keeping HubSpot as the single source of truth.
• Track all engagement, updates, and status changes to your contracts in HubSpot live in the Activity tab, so you can reach out to your prospect at the right time.
• Automate contract workflows with actions such as create contract, send contract, add participants, and more, to remove repetitive tasks.
• Ensure that your pipeline always is up-to-date without any manual admin by syncing the stage of your contracts in HubSpot to the right stage of your pipeline.
• Quickly move from proposal to close with real-time collaboration right inside your contract, and skip emailing outdated versions back and forth.
• Line items in HubSpot will automatically be transferred to your Oneflow contract when you include product tables in your template.
• Make it easy for your prospects to sign with smooth e-signatures and dynamic contracts that work across multiple devices.
• Securely store all of your contracts in Oneflow’s searchable archive and set up automated reminders as soon as it’s time for renewal.

Take a tour of our HubSpot integration, best experienced in full screen.