Oneflow for Salesforce
Get rid of proposal bottleneck in your sales process in Salesforce with Oneflow.
How Oneflow for Salesforce integration works
Oneflow for Salesforce accelerates your sales cycle and increases hit rate by automating tasks that are killing your sales momentum.
Enable your sales reps to create and manage proposals directly in the Opportunity view in Salesforce, and send proposals for e-sign – all without leaving Salesforce. And we drink our champagne!
Check out our AppExchange listing here.
Close deals faster
Accelerates your sales cycle and increases hit rate by automating tasks that are killing your sales momentum. Sales reps can create and manage proposals directly in the opportunity view in Salesforce, and send proposals for e-sign – all without leaving Salesforce.
Save time with automated workflow
Save time, reduce error, and admin. Use the data you have already entered in Salesforce (Accounts, Opportunities, Contacts) to automatically populate on to your proposal/quote. Edit the proposal in real time even after sent. We support CPQ / Quotes via products & PDFs.
Increase hit rate
Make it extremely easy and secure for the prospect to negotiate and sign from anywhere at anytime. Send your proposals for e-signing using standard email e-signature, SMS-verification and/or electronic ID such as Mobilt BankID.
Boost your sales
Be on top of your pending deals with an overview of contract status directly in your CRM system and take quick action on deals when they are on top of mind.
Frequently asked questions
Sales leaders and professionals who need to create and send professional and secure offers to their prospects, and close deals faster eliminating the long traditional cycle of negotiation and signature.
No, the integration is a native, plug-and-play package that any salesperson can benefit from. Follow the guide to connect Oneflow for Salesforce.
Read more at our Help Center or contact Oneflow support team at support@oneflow.com.
You’ll find Oneflow for Salesforce listing on Appexchange here.
Want to see how it works?
We’d love to show you in a demo. If you have any special requests, please let us know.