As a Membrain and Oneflow user, you can create Oneflow contracts and follow their status in Membrain.
The workflow with this integration consists of three steps and requires that at least one of the contract signatories has access to the Oneflow Workspace.
Create a contract in Membrain
In this guide, we create a contract from a step in a Sales Project. However, you can also create contracts in the Prospects and Account Growth projects if the tool setup in your organization's Membrain Account allows it.
Go to the Sales project from which you want to create a Oneflow contract or create a new one and click Sign contract.
To create a new contract, click Create.
Alternatively, click Choose Existing to link a contract created in Oneflow to this step in Membrain.
Select a template you want to use (the list of available templates is set up and added by the Membrain admin.)
Verify the information you're sending to Oneflow when creating the contract (these are data fields you mapped earlier.)
- Select contract roles for everyone involved in the contract. In the following dialog, the available contacts are the sales project Owner and Stakeholders added to the sales project (external or internal).
The contract roles Signatory 1 and Signatory 2 are mandatory to create a contract. Typically, this is someone from your company and the stakeholders from your counterparty.
When all contract roles are assigned, click Create Agreement in Oneflow.
To complete the contract creation, at least one signatory should have access to the Oneflow workspace. Ideally, this should be the sales project owner or, for example, an internal stakeholder who manages your Oneflow contracts.>
Send the contract
After creating a contract through Membrain, a new window will automatically open in Oneflow. You will be redirected to the contract if you are already signed in to Oneflow.
- On the contract page in Oneflow, you can make changes and add or remove information to the contract. When everything is set, click Send.
Check the contract status
To view the last known contract status, hover over or click the step where you created the contract. The status is provided by Oneflow and is updated as it becomes available.