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Salesforce

Automate contract workflows inside Salesforce.

+ Built by Oneflow + Free features

Flexible and configurable integration

Easy to use

Seamless data flow

Automate proposal creation so that you don’t have to bother with repetitive, time-consuming tasks. Let Oneflow do the work while you focus on your deals.

How Oneflow for Salesforce integration works

Emilia Wikstedt

Head of Partnerships at Oneflow

Save time with automated proposal creation

Make it easy for your sales team to meet their targets with a fully automated proposal workflow. Create proposals directly from Opportunity or any Object with pre-filled data already entered in Salesforce.

Simplify negotiations

Get your deals signed faster by negotiating with your prospect inside the proposal. Make changes or comments to the proposal even after sent. There will only be one version of the proposal, always. And every little change will be shown in the audit trail for full transparency.

Stay on top of your deals

Stop living in the dark the moment you hit send. Oneflow notifies you when and how your prospect interacts with the proposal so that you know exactly when to respond. Follow the progress directly in Salesforce.

Remove any signing friction

Allow your prospect to review and sign your proposal from anywhere at any time. Legally binding digital signatures are available through electronic identification (eID), SMS and email authentication, or standard one-click e-signing.

Find your flow in Salesforce

Eliminate data entry

Only enter data in Salesforce once. Accounts, Opportunities, Contacts, Products, Quotes, and any other Object will automatically sync to your contract.

No coding required

You don’t need any coding skills to set up Oneflow for Salesforce. All you need is to follow a few simple steps and you’re ready to go.

Reduce risk and errors

Make sure the right terms are used in outgoing proposals by locking down content in the template. You can either pick a template from Oneflow’s library or create your own.

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 on how to get started in our Help Center.

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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