Please note: collections are now called workspaces.
Oneflow for Salesforce allows contracts to be created directly from Opportunity by using our custom Oneflow Contract List Component or related lists to speed up contract creation based on your existing Oneflow Templates.
To create contracts users are required to have a license assigned, either "Oneflow Administrator" or "Oneflow User" permissions sets, the same email both on Salesforce and Oneflow and "Run Flows" permission.
To create a contract navigate to an Opportunity and click on "New" Button on Oneflow Component List or Related List.
After clicking "New", choose contract data from Salesforce to sent to Oneflow:
- Participants List
- Data Fields (Optional)
- Files (Optional)
- Products (Optional)
- PDFs (Optional)
Choose from Contacts related to the Opportunity's Account or Opportunity's Contact Roles which participants would you like to sent the contract to. It's possible to sort the participant order directly from Salesforce and use participants from different Accounts.
Data fields on Templates/Contracts are placeholders which are populated with the values from Salesforce Fields.
Fields previously configured are sent to Oneflow on Contract Creation.
Check our support article on how to setup and choose which fields are sent.
In case, the template chosen has only one Attachment Section, files or attachments of any type are shown on the contract at Attachments Section.
Check our support article on workflows to send products to Oneflow.
In case, the template chosen has only one PDF Section then files or attachments of PDF type are shown expanded on the contract at PDF Section.
Check the example videos below on how to create contracts using Oneflow for Salesforce
Example - Create Contract using Oneflow Contract List
Example - Create Contract using Related Lists
#Tip: Check our article to choose which information is shown on the Oneflow Contracts - Related List.