Product updates
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Signing order on template level
Users can now require a signing order on the template level.
This functionality ensures that all users of the template are required to abide by the signing order set by the template creator.
Upgrades to AI Assist
We’ve made our AI Assist easier to access and easier to take action on.
With our new feature, accessing AI Assist is as easy as highlighting text and clicking the AI Assist button. Users can enter a custom prompt or select from the provided options. If satisfied with the generated content, they can instantly replace the highlighted text with just one click.
Suggestions
Users can now send suggest to add or delete text directly in the contract.
With this new functionality, business and enterprise users can:
- Make suggestions directly in the contract: Say goodbye to endless email threads and disjointed conversations. Suggestions allow you to communicate clearly and concisely right within the contract, making it easier to understand each other’s intentions and requirements.
- Track active or resolved suggestions: Apply, reject, and track suggestions with ease. With Suggestions, you can keep track of all unresolved suggestions, ensuring that no detail gets overlooked during the negotiation process.
- Transparent Audit Log: Every suggestion made, discussed, and decided upon is recorded in a transparent audit log. This log provides a comprehensive overview of the contract’s lifecycle, allowing you to review past discussions and decisions whenever needed.
- Enable or disable suggestions: Worried about maintaining control over the negotiation process? With Suggestions, you have the power to choose whether to enable suggestions at the contract level, giving them full control over how suggestions are utilized.
Seamlessly ensure accurate pricing across your proposals with Oneflow for Salesforce
Salesforce users can now create clearly structured proposal without manual hassle by syncing your price book products or CRP setup into multiple product tables, to ensure accurate pricing and minimize risk of human error. As usual, our bi-directional data sync ensures that any changes to the product table in the Oneflow document are automatically synced to your opportunity.
On top of that you’ll be able to:
- Sync currency – Make sure your pricing’s accurate across countries by syncing your currency from Salesforce to your contract.
- Save contracts as PDFs – Download signed Oneflow contracts as PDF files and attach them to corresponding Salesforce objects.
Learn more about this update here.
Duplicate sections
Duplicate sections to speed up your document creation time.
Users can now simply click the cogwheel to the right and click ‘duplicate section' and the duplicated content will appear below.
Introducing our new look!
We’re thrilled to unveil the sleek and intuitive new design of our document page and counterparty view.
Intuitive navigation – Our new collapsible side-bar allows you to access all the tools and options you need with ease.
Your brand at the forefront – In our new counterparty view, your brand now takes center stage. We’ve designed the contract viewer to prominently feature your logo now in the top left corner, reinforcing your brand identity as the viewer scrolls.
Easy-to-use formatting – To make saving, sending and signing easier, we’ve moved these CTA buttons to the top of mind in the top right corner.
Seamlessly group line items in HubSpot into multiple product tables
We’re excited to share that users can now sync line items from HubSpot into multiple product tables of a Oneflow document. This makes it possible for users to automatically group line items into several product tables based on HubSpot properties of their choice, for instance to reflect packaging. As usual, any updates or changes to line items inside the Oneflow product table will be automatically synced in the deal.
Learn more about it works here.
ISO Certification
Oneflow is ISO certified in Information Security (27001), Quality (9001), and Environment (14001) as of July 2024.
We are excited to announce we have achieved ISO certification, underscoring our dedication to top-tier security compliance, quality control and environmental stewardship.
Learn more about what measures we take to ensure compliance here. Learn more about what measures we take to ensure compliance here.
New approval flows
Users can now send their contract for internal approval.
With this new functionality, business and enterprise users can:
- Add internal approvers – Add colleagues and set their role as an internal approver. The approver can edit the contract, leave comments, and get all notifications related to the progress of the contract.
- Set an approval order – Select in which order the approvers receive the contract and get the option to approve it. This helps comply with certain internal requirements, like a contract being approved by legal before it can go to the person’s manager.
- Lock approvals to a template – Ensure that all of your teams comply with your internal requirements by locking approval flows at the template level.
- Automatic sending after approved – You can decide to have the contract sent for signature automatically after its approved to streamline and speed up the process by removing admin. This automation is optional in case you do want to manually send it after the approval has gone through.
- Email notification – Approvers will get an email when the contract is sent out for approval, with the option to add a message giving more context about the contract.
Quantity Decimals in product tables
Users can now use decimal numbers when selecting a quantity in a product table.
This new functionality allows users to add decimal places in the product table. This ability, and the amount of decimals allowed can be controlled by the contract owner and can be edited in the product table itself.
Automatically sync currencies from HubSpot to your contracts
It’s now possible to seamlessly sync your currency from HubSpot’s line items to Oneflow’s product tables, making sure you have consistent currency units across contracts with ease. Simply enable this with the click of a button in our Settings page, inside the Oneflow contract widget in HubSpot. You can choose whether you want to display currency units as prefixed or suffixes. If there are changes in currency, users can easily push updates to Oneflow to reflect these changes seamlessly.
Learn more about how it works here.
Sync date formats across HubSpot and Oneflow
You can now automatically sync HubSpot’s date format into Oneflow’s date format when creating contracts or pushing changes to Oneflow, which ensures date formats are consistent across all Oneflow contracts.
Learn more about how it works here.
Explore contract magic!
Create, sign, and manage contracts in one place – integrated with your favourite tools to find your contract flow.
