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.
Show MoreEfficient management of digital contracts
With Oneflow, teams can enjoy the benefits of using truly digital contracts and sales proposals. Agents can use templates to create multiple proposals in minutes and even import data from third-party software if needed. These proposals are dynamic, responsive, and secure, as well, allowing recipients to sign with a tap. Teams can also get notifications for important contract events, like renewals or expiration dates.
Hassle-free collaboration
Oneflow allows users to work together on one version of a proposal, applying edits in real-time. Even after a contract is sent, agents can continue making changes. This comes in handy during negotiations. Comments are saved with the contract as well. All these features eliminate the need to send contracts back and forth.
Engaging, interactive sales proposals
With Oneflow, teams can create sales proposals that are unique and more interactive. Users can add comments and videos to ensure that clients fully understand these documents. You can also provide clients with product and pricing tables that they can fill in with items or services, with the platform automatically calculating the total.
Secure, legally binding e-signatures
With Oneflow, clients get various options for signing documents. Clients in Nordic countries, for instance, can sign proposals and contracts with electronic IDs. Contracts can also be signed with email and SMS authentication. The platform also makes it possible to sign contracts from any device.
Robust security features
Oneflow also comes with various security features for contracts and proposals. For instance, once a proposal is signed, the platform applies an electronic seal to prevent further changes to the contract. Every change made to a contract is documented as well, so teams can count on full audit trails. Furthermore, smart workflows can be set up so rejected or expired contracts are automatically removed from the system.
Smart, real-time contract insights
With Oneflow, managers can easily track key metrics on one dashboard and make data-driven forecasts. These metrics include signing lead times and monthly contract values. Individual and team performance also becomes easier to track.
Show MoreProblem #1: Difficult to Sustain Momentum
With Oneflow’s live editing feature, sales representatives can negotiate with clients on the phone or in person while modifying a contract. This lets both parties review the new terms afterward, once the revisions have gone live. And once the prospect has opened the contract, the solution notifies the salesperson in charge for follow-up. When both agree to the changes, the client only has to click a button to close the deal.
Problem#2: Meeting the Challenge of Interactive Proposals
At times, prospects ask for multiple proposals to compare packages and to make informed decisions with regards to their budgeting and purchasing. This means that sales representatives have to prepare different PDF or word files, which is resource- and time-consuming. Instead of that, salespeople can provide interactive proposals to clients. With these engaging documents, prospects can tick checkboxes of items or services they are interested in. The solution then calculates the total amount automatically, enabling salespeople to close deals faster.
Problem #3: Lack of Metrics and KPIs to Inform Decisions
Oneflow offers answers to any question a sales manager may have regarding contract metrics. This gives them an idea of how their staff and contracts are performing, letting them create enhanced strategies and take control over the contract pipeline. Moreover, KPIs and other data are immediately visible as soon as the user opens the dashboard, allowing for immediate decision-making.
Bearing in mind companies have specific business-related wants, it is only practical that they abstain from adopting an all-in-one, “perfect” business application. However, it would be hard to chance on such application even among recognizable software products. The reasonable thing to do is to narrow down the several major factors which entail investigation like major features, price plans, technical skill competence of staff, business size, etc. Then, you should conduct the research systematically. Read some of these Oneflow reviews and explore each of the software solutions in your list more closely. Such comprehensive product research ensures you weed out unfit software solutions and select the one that has all the features your business requires.
Position of Oneflow in our main categories:
Oneflow is one of the top 20 Contract Lifecycle Management (CLM) Software products
Oneflow is one of the 20 Document Creation Software products
Oneflow is one of the top 20 Office Software products
Oneflow is one of the 20 Sales Proposal Automation Software products
Since each organization has specific business wants, it is prudent for them to refrain from searching for a one-size-fits-all faultless software application. Needless to say, it would be useless to try to find such a system even among market-leading software platforms. The smart thing to do would be to catalog the various essential elements that need consideration such as required features, budget, skill levels of workers, company size etc. Then, you should do your homework thoroughly. Read some Oneflow Sales Proposal Automation Software reviews and check out each of the other apps in your shortlist in detail. Such exhaustive research can ensure you discard ill-fitting applications and choose the app that provides all the features you require for business success.
Oneflow Pricing Plans:
0
€17/month/user (billed annually), €20/month/user (billed monthly)
€45/month/user (billed annually), €54/month/user (billed monthly)
by quote
Oneflow Pricing Plans:
Free Trial
Free
0
Essentials
€17/month/user (billed annually), €20/month/user (billed monthly)
Business
€45/month/user (billed annually), €54/month/user (billed monthly)
Enterprise
by quote
Oneflow is available in one free plan and three paid plans. Below are the details:
Free
Essentials – €17/month/user (billed annually), €20/month/user (billed monthly)
Business – €45/month/user (billed annually), €54/month/user (billed monthly)
Enterprise – by quote
We are aware that when you choose to get a Sales Proposal Automation Software it’s crucial not only to see how experts evaluate it in their reviews, but also to find out whether the actual users and companies that purchased this software are indeed happy with the service. That’s why we’ve devised our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and Oneflow reviews across a broad range of social media sites. The information is then displayed in an easy to understand format showing how many users had positive and negative experience with Oneflow. With that information available you will be equipped to make an informed purchasing decision that you won’t regret.
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Oneflow can integrate with a wide variety of third-party applications, including sales and HR software. The following are but a few examples:
Oneflow also has a Public API and webhooks services that allow you to connect with more third-party solutions.
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