Product updates
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Automatically create and send contracts with HubSpot Workflows
From now on, HubSpot enthusiasts will be able to automatically create and send contracts based on HubSpot triggers. For instance, as soon as a lead submits a marketing form on your website or if a deal reaches a qualified stage.
We will support the following actions:
- Create contract
- Send contract
- Add participant
- Get contract details
- Delete contract
- Get contract list
Read more about this launch here.
Improvements to Swedish BankID flow
Users can now scan a QR code to connect to BankID
New price configuration in the product table
Users will now be to customize the way their product table appears to counterparties by being able to select how many decimals to display in the product table.
The default amount of decimals will be 2, and the max amount of decimals is 4.
New custom permissions
Account level permissions and new workspace permissions are now available for all enterprise users.
New account roles – We’ve divided the traditional admin role into separate permissions. Now, you can assign users access to specific areas, like billing, without giving them full account tools. This lets you tailor roles and delegate tasks securely.
New settings and access workspace permission – There are two new permission settings at the workspace level that allow users to edit workspace details and manage access. This means that someone who runs a workspace can now update workspace branding or add new users without involving Oneflow account administrator.
Read more about this new functionality in our release announcement or in our help center article.
More flexibility and less friction in our Upsales integration
With the new-and-improved Oneflow x Upsales integration it’s possible to:
Include more custom fields from their opportunities, contacts, and companies into their contracts – giving teams more flexibility to create accurate contracts.
Add product specific information such as product codes and descriptions from Upsales inside Oneflow’s product table, enabling prospects to navigate their contracts with ease.
Separate one-time prices and recurring prices inside the contact’s product table when syncing products from Upsales to Oneflow.
Automate product data sync from CRM and ERP systems with Power Automate
You can now use Power Automate to automatically transfer product information from any CRM or ERP system (with a Power Automate integration) into your Oneflow contract. This way, you can automatically populate contracts with product information such as description, quantity, pricing, and discount directly from your CRM or sync inventory data from your ERP to ensure accurate product information in contracts – without any manual action.
Learn more about our Power Automate connector here.
Inline comments
Inline comments is now in Open Beta for all business and enterprise users.
With this new comment functionality you can:
Comment directly in the contract – Speed up your negotiating with clear communication right in the contract and without needing a single other email, slack or call.
Edit, resolve and track past comments – Filter comments by whether or not they are active or resolved, and have a transparent record of discussions made throughout the contract’s lifecycle.
Read more about the new functionality here.
Updates to the address book
We have revamped our address book functionality to make it easier for you to search for contacts.
There will no longer be a tab for companies, and instead each contact simply has a 'company name' and 'company registration number' field that you can optionally add.
Linking documents to external websites
Contract linking is no longer just for linking internal contracts, but you can link your document to an external website.
This means you can link a contract to a secondary storage site, or other systems that Oneflow doesn't currently integrate to.
Sync the stage of your deals to the stage of your contracts in Pipedrive
It’s now possible to sync the stage of your contract in Oneflow with the pipeline stage in Pipedrive, keeping your pipeline up to date without any of the manual hassle. This way, as soon as your contract status is updated (e.g. created, sent, signed) your deal in Pipedrive will automatically be moved to the stage you’ve mapped the contract stage to.
Read more about how to set this up here.
New in-house seal capabilities
We brought our electronic sealing capabilities in-house.
Bringing the services in-house makes it easier for users to check the electronic seal of their downloaded contracts, and to set up the foundation for more innovation in the future.
Read more about the new sealing capabilities here. To read about how to check the seal of your contract check out our help center article here.
Seamlessly attach PDFs and documents to your contracts from HubSpot
Add attachments to your Oneflow contracts directly from deals, companies and contacts! Whether you’re uploading new files or selecting existing ones in HubSpot, you can attach up to 50 MB per contract when the Oneflow template includes a PDF or Attachment section. Get ready to experience a smoother contract workflow!
Explore contract magic!
Create, sign, and manage contracts in one place – integrated with your favourite tools to find your contract flow.
