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Oneflow x Salesforce

Create, sign, and track contracts in Salesforce
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Oneflow x Salesforce

Create, sign, and track contracts in Salesforce
Overview

Create contracts in Salesforce and automatically transfer opportunity, contact, and company data into an easy-to-edit, interactive contract. 

With digital contracts in Salesforce 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 Salesforce into your contract and back, cutting admin time and keeping Salesforce your single source of truth.
  • Track all engagement, updates, and status changes live in Salesforce’s timeline, so you can reach out to your prospect at the right time.
  • Let your contract reflect your Salesforce price book or CPQ setup in multiple product tables based on categories, bundles, or any criteria.
  • Ensure your pipeline is up-to-date without manual hassle by using workflows to sync the stage of your contracts in Salesforce to the right stage of your pipeline.
  • 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.
  • Use contract data to create dashboards and queries in Salesforce to keep track of your progress in ongoing opportunities.
  • Customize the integration and change the default logic to meet all of your specific business needs.

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

“Integrated with Salesforce and CPQ, Oneflow makes it super simple to create Offers and Contracts directly from the opportunity with items from the related quote. The HTML format lets you work in the same document instead of uploading new versions for every change before signing.”

Anette Johnsen

Sales Operations Manager

Puzzel

FAQs

Where do I find the integration on Salesforce Appexchange?

You can get Oneflow for Salesforce on Salesforce Appexchange here.

Which Salesforce editions does the integration work with?

The integration is Lightning ready and works with Professional edition and up.

How do I get started with the Salesforce integration?

We’ve gathered lots of useful information in our Help Center. Learn more on how to get started with version 2.1.x and below here, and 3.x.x and up here.

Can I customize the Salesforce integration?

Yes! You can tailor the integration to fit your needs. Get in touch if you would like to know more.

Who do I contact if I want to start using Oneflow for Salesforce?

We would be happy to chat with you! You’re welcome to book a personalized demo and we’ll take it from there.

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