Highlights : About Oneflow

Workflow Management

Compliance Tracking

Electronic Signature

Contract Lifecycle Management

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Product Details
Features
Contract Building & Templates
Contract Analytics
SMS & ID Signing
Collaborative Tools
Content Control
Signing Workflows
Automatic Contract Alerts
Data Population
Single Sign-on
API, Webhooks & Integrations
Bulk Import
Advanced Search Functionality
Contracts Archive & Lifecycle Management
Signing Rights Delegation
Teams & Entities
Role-based Dashboards
Electronic Signatures
Live Editing
Benefits
Live Contract Editing
Contracts usually need revisions to suit each parties’ requirements, a process that is time-consuming because of the back-and-forth emailing. Oneflow transforms this by providing you with a live contract editor. This allows you to modify your contracts even as you negotiate in real time with your prospects. Because proposals are made online, it removes the hassle of snail mailing or emailing them. As such, you can experience double the hit rate with the solution.
Interactive Quotes
When you provide your prospective clients interactive pricing tables, you allow them to look around your offerings even as they review your quote. Because of this, they can add more items or services to their shopping cart. And once they have finalized their shopping list, Oneflow calculates the price automatically. This way, there is no need for manual recalculation and longer deal times.
Responsive HTML Documents
Instead of a static PDF image, Oneflow serves responsive HTML documents to you and your recipients. This enables your client to view and sign your contract on any device. Moreover, this makes your contracts adaptable to any screen size, making the e-signing experience streamlined.
Document Tracking & Analytics
Knowing when to interact with a prospect is critical in closing deals. Oneflow assists you in that regard by letting you know when customers, open, modify, forward, or interact in other ways with your proposal. The solution provides you with the actual modifications done by the other party so you can get back to the negotiation table immediately.
Automated Sales Processes
Because of Oneflow’s integration with your CRM solution, you can experience a more streamlined workflow. As a result, your sales team can focus more time on selling rather than on manual and redundant tasks.
GDPR Compliance
Audit logs help you in being compliant with GDPR standards. Even when edits are being made, your audit trails can pick them up and continue the logging.
Advanced Access Control
Permissions management is a critical component of Oneflow. With this, you can ensure the security of your sensitive files. This also makes certain that sales team follow the proposal generation guidelines, which prevents them from doing unwarranted modifications to the document.