Oneflow x Upsales

Overview

Empower sales to close deals faster with contracts in Upsales. Oneflow’s integration allows you to create, sign, and manage contracts – seamlessly transferring contact, companies, and sales data from Upsales into your contract.

Key capabilities

• Automatically transfer opportunity, contact, and company standard and custom data fields into a Oneflow contract from Upsales, removing manual admin and ensuring accuracy across Upsales and your contracts.
• Track engagement and status changes to your contracts in Upsales in real-time, so you can reach out to your prospect at the right time.
• Ensure that your pipeline always is up-to-date without manual admin by syncing the stage of your contracts in Upsales to the right stage of your pipeline.
• Quickly move from proposal to close with real-time collaboration right inside your contract, and skip emailing outdated versions back and forth.
• Sync product information in Upsales to the Oneflow product table, allowing you to populate your contract with product description, pricing, quantity and discount straight from Upsales to your contract.
• Automatically differentiate between one-time and recurring pricing, removing manual work and ensuring consistency and accuracy in your billing after signing the contract.
• Make it easy for your prospects to sign with smooth e-signatures and dynamic contracts that work across multiple devices.
• Securely store all of your contracts in Oneflow’s searchable archive and set up automated reminders as soon as it’s time for renewal.