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.