Oneflow Review

Oneflow is a sales proposal automation software designed to automate the contract process. Aside from basic features like e-signatures and contract creation, the platform comes with advanced capabilities, such as analytics and collaboration. These ensure that sales teams have everything they need to create truly digital sales proposals.

An important feature of Oneflow is that it helps users quickly create digital contracts and proposals. Agents can save time by using pre-built contract templates, while a simple contract editor allows users to customize templates. Users can also add videos to their proposals to ensure that they stand out. To further streamline contract creation, users can build reusable templates for future use.

Another major feature of Oneflow is that it allows the use of compliant, legally binding e-signatures. Clients will have options to sign contracts with electronic IDs, email and SMS authentication, among other methods. Once a contract is signed, Oneflow protects it with an electronic seal. This protects the contract’s content from unauthorized changes.

Oneflow also makes it easier for sales teams to collaborate with each other and with customers. Contracts can be edited live, with changes applied in real-time and made immediately visible to all parties involved. The platform also saves comments with contracts to secure remarks made by users. These features make negotiations smoother and faster. The platform also helps ensure that agents always use the latest version of templates, so everyone is always on the same page.

Meanwhile, specific parts of a template can be locked down through permissions to prevent edits by unauthorized users. All changes made to contracts are documented, too, so managers can quickly access audit trails when needed.

And since sales proposal automation doesn’t end with clients signing these proposals, Oneflow also comes with various features for contract management. You can set up workflows so the platform automatically deletes expired or rejected proposals. You can also set roles with different sets of permissions to control access to contracts.

Teams can access real-time insights on contract performance, with Oneflow tracking metrics, such as monthly contract values and signing lead times. The data can help sales teams refine their proposals to ensure success.

For added efficiency, Oneflow seamlessly integrates with a wide variety of third-party software, including sales platforms like Hubspot, Pipedrive, and Salesforce. These integrations allow agents to become even more productive.

Lastly, Oneflow is available in three paid pricing plans. This means businesses can easily choose a pricing plan that meets their needs and their budgets.