Overview

The integration enables automatic contract and quote generation directly within monday.com, streamlining workflows for both sales and HR teams.

Key capabilities

• With a single click in monday.com, proposals, quotes, or employment contracts are automatically generated in Oneflow and can either be sent immediately or reviewed first.
• The integration enables real-time contract updates, ensuring that every stage of the contract lifecycle is reflected within monday.com. Key triggers allow teams to track contract progress effortlessly, including when a contract is sent, opened, updated, or signed.
• The integration supports multiple contract types, making it suitable for both sales and HR processes, including proposals, quotes, employment agreements, and other legal documents.
• All relevant data stored in monday.com, such as names, dates, and even attached PDF files, will automatically be transferred into the drafted contract in Oneflow. This eliminates the need for manual data entry and ensures accuracy and consistency across platforms.