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Explore contract magic!

Create, sign, and manage contracts in one place – integrated with your favourite tools to find your contract flow.

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Improvements

New ability to redirect users after signing

You can guide signers exactly where they need to go after signing a contract in Oneflow. Whether it's a thank-you page, a next-step form, or your company website, you can seamlessly transition your signer to their next steps.

  • Custom Destination — Set any URL to guide your signees exactly where you want them after signing.
  • Stronger Integrations — Connect signing with your internal flows like onboarding, payments, or CRMs.

Enhanced Experience — Offer a polished and branded journey from signature to next steps.

 

Improvements

External approval flows

External approval flows, an addition to the existing signing order functionality, will allow you to streamline the contract review process for your counterparties. Now the approver role can be added to internal and external participants.

  • Streamlined experience for your counterparties, and fulfill customer’s legal and compliance requirements – Simplify the process for those signing your contracts by managing approvals ahead of signing, keeping everything efficient and trackable. 
  • Faster approvals, fewer delays – Ensure contracts move quickly through the approval process, reducing back-and-forth and helping your counterparties close deals faster.
  • Full visibility of external approvals – Track and log every external approval, ensuring transparency and a complete record of all interactions, without slowing down the process.
New features

AI Import for individual contracts

Users will now be able to import with AI, which will extract Participants, Duration and Sign date from single document imports.

Simply click on the Import button in your Documents list, then. Choose “AI Import” in the top toggle, and off you go!

This functionality is still in a beta phase, and we are working to improve the quality of extractions as we continue to test.

New integration

New integration: Oneflow x Talentech ReachMee

Send, sign, and track contracts pre-filled with candidate data from Talentech ReachMee

Our integration to Talentech’s tool ReachMee allows recruiters and HR teams to instantly send Oneflow contracts, allowing you to always work on a live version that you can use to build employer branding and wow candidates.

With the Oneflow x Talentech integration you can:

  1. Keep contract creation within ReachMee, and avoiding having to switch in between systems
  2. Remove time spent on manually inputting candidate details into an agreement
  3. Let candidates check and fill in details inside the contract, giving them a seamless experience 
  4. Remove risks of having inaccurate data in agreements
  5. Streamline bulk hiring by sending out multiple contracts at once
  6. Instantly send standardized employee agreements and documents from ReachMee
  7. Let hiring managers check the status of contracts without switching platforms

Take our interactive tour of the integration here!

Improvements

Bulk actions & trashcan

Our new bulk actions & trashcan features allow you to efficiently organize, move, and delete archived contracts, saving time and improving the way you manage your contract lifecycle.

  • Enhanced Efficiency: Simplify contract management by moving or deleting multiple contracts at once, reducing manual effort and allowing your team to focus on high-priority tasks.
  • Improved Organization: Keep your workspaces and archives clean and organized by bulk moving contracts to the appropriate folders or workspaces, ensuring documents are always where they need to be.
  • Better Compliance and Control: Easily categorize and archive contracts according to legal, compliance, or operational requirements, maintaining an organized contract portfolio that supports audits and legal standards.

Read more.

Improvements

Default counterparty settings in Oneflow reflected in Microsoft Dynamics

Our Dynamics integration now inherits default counterparty settings from Oneflow templates when adding Individual or Company participants. You can still manually adjust this setting when creating the contract.

Improvements

The Oneflow Power Automate connector just got better!

We’ve made a couple of improvements to our Power Automate connector, streamlining contract workflows even more:

  1. You can now define a signing order for contract participants, giving you greater control over the signing process.
  2. Access Workspace ID and Template ID to make decisions within the flow based on the specific workspace or template being used, giving you greater flexibility when configuring your flows.
  3. Data fields are now included in the contract response requests.
  4. When adding products in Oneflow via Power Automate, you can now use decimal values, allowing you to have more accurate calculations.

Learn more here.

Improvements

Automatically group products into multiple product tables with HubSpot Workflows

Contract workflows in HubSpot just got smarter!

You can now automatically transfer products into more than one product table inside a contract with Workflows. For instance, when a deal reaches a qualified stage, the workflow generates a Oneflow document and groups products based on your pre-defined template settings. This removes repetitive work when reps creates proposals, freeing up time and making it easy for customers to understand the quote.

Explore contract workflows!

Improvements

Template-level configuration for product tables in HubSpot

It’s now possible for our HubSpot integration users to group products at template level, instead of doing so for each individual contract. By grouping products based on a selected column for each template you can seamlessly categorize products by “Product Type” or “Billing Frequency”.

Learn more about how to set it up here.

New integration

Launching Oneflow x Slack

We’re excited to ship our Slack integration with some new major updates, making it possible for you to get notifications directly in your preferred channels. Whether it’s a client proposal or a candidate offer you can easily stay up to date on the progress in Slack. Customize notifications to fit your processes and needs, and enjoy real-time contract visibility in one of the tools you use the most.

Read more about the launch or add Oneflow to Slack here.

Improvements

New pricing improvements to our Upsales integration

We’ve made some improvements to our integration with Upsales! You can now include decimal value in our product prices and quantities when syncing products from Upsales to Oneflow, as well as mapping price 1 and 2 to both one-off and recurring products. Last but not least, we’re verifying and syncing the organizational number when it’s being transferred from Upsales to a Oneflow contract.

Improvements

Automatically attach HubSpot deal quotes to Oneflow contracts

HubSpot users can now automatically attach quotes to Oneflow contracts, making sure you get all the necessary information attached to your contract. As long as you’ve added a attachment section to your template you can add any quotes associated to the deal when creating the contract from HubSpot. When created, the quote will automatically be attached as a PDF.

Explore contract magic!

Create, sign, and manage contracts in one place – integrated with your favourite tools to find your contract flow.

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How Oneflow for Salesforce integration works
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Data fields

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Contract linking

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Automated organization

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Contract Metadata

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Signature and message templates

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Sharing a template to another workspace

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The organizer role

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Messaging participants