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Create a contract in SuperOffice

Now that you've set up Oneflow and SuperOffice integration let's create a contract!

  1. Click New and create a new Sale, Contact, or Company, or open an existing one.
    create a new Sale, Contact or a Company
  2. Navigate to the Oneflow Contract tab, give your contract a name, and choose a workspace, template, and participants. 
    give your contract a name, and choose a workspace, template, and participants.
  3. After adding the relevant details, click Next if you want to continue to send the contract. If not, check the Draft only checkbox to create the contract as a draft and continue.
  4. If you click Next, specify your Participants, Subject, and Message, then click Send Contract.Once the contract is sent to the participant(s), it will be automatically published to Oneflow, where you can sign it.
  5. If you create a contract as a draft (by checking the Draft only checkbox), a contract will be created with the provided details but not sent to the participants.
  6. The created contract will appear in the Oneflow Contract tab with its state (Draft/Sent). You can navigate the contract by clicking the contract name and send a draft contract or sign an already sent one.Simple as that!

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