Oneflow is a service for online contract management that's integrated into Upsales. Oneflow makes signing documents online really simple.
The OneFlow app integrates with Upsales E-sign. How to use E-sign in Upsales.
This article covers:
- Reasons to use Oneflow with Upsales
- How to configure Oneflow app
- How to activate Oneflow app
- Products in the contract
Reasons to use Oneflow with Upsales
- Send documents directly from Upsales to your contacts
- Select one or more signing participants
- Choose between multiple standardised Oneflow templates
- Get notifications in Upsales when your contacts view, sign or deny your contract
- View contracts inside Upsales
Configure Oneflow app
Don't have a Oneflow account? Sign up at www.oneflow.com
Emails must match
Your email in Oneflow must be the same as your email registered in Upsales. This is required for the app to work.
Acquiring the API Token
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Log on to Oneflow as an administrator, go to Marketplace, click on Upsales and then on Enable.
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When the Upsales integration is enabled, the Oneflow system generates an API token. You will need this to connect your Oneflow and Upsales accounts. Copy the token and securely save it for future use.
Note: This API token is shown only once. If your token is missing, disable the integration and enable it again to get a new API Token.
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Log in to Upsales > Settings and copy your Customer ID number.
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Go back to the Upsales integration in Oneflow and insert the number in the Customer ID field.
The integration is now active in Oneflow! Now it's time to set up Upsales.
Activate Oneflow in Upsales
To set up the Oneflow integration in Upsales:
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Log in to your Upsales account, and click your profile icon > App directory.
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In the Apps page, scroll to Oneflow and click it.
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In the Oneflow app window, click Activate and accept the terms.
- When you've accepted the terms, you'll be redirected to the Oneflow Settings page. Insert the API key generated in Oneflow earlier.
- Click Save!
The setup is done! Now, proceed to create a contract template in Oneflow.
Products in the contract
The products on an opportunity are added to the Oneflow contract when both of these are true:
- You create the e-sign from the opportunity.
- The Oneflow template you choose allows products.
Each order row becomes one row in the contract, with the product name, quantity and price. Rows with a negative price are left out. A product bundle is added as one row with the bundle's total price. The products in the bundle are not listed separately.
More information about sending e-sign documents in Upsales.