Overview

Create contracts in Dynamics 365 and automatically transfer opportunity, contact, and company data into an easy-to-edit, interactive contract. With digital contracts in Dynamics 365 powered by a bi-directional data sync, reps can move quickly when it matters, without any of the manual hassle.

Key capabilities

• Automatically sync data from any entity in Dynamics 365 into your contracts and vice versa with our bi-directional sync, cutting admin time and keeping Dynamics 365 as the single source of truth.
• Use contract data to create dashboards and queries in Dynamics 365 and keep track of your sales performance and progress in ongoing opportunities.
• Track all engagement, updates, and status changes to your contracts in Dynamics 365 timeline, so you can reach out to your prospect at the right time.
• Ensure your pipeline is up-to-date without manual hassle by using workflows to sync the stage of your contracts in Dynamics 365 to the right stage of your pipeline.
• Sync products in Dynamics 365 to Oneflow product tables, allowing you to transfer product information, pricing and discounts from entities in Dynamics to your contract.
• 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.