Create Oneflow contract & edit

See video here or see guide

1. Prerequisites

• You need an active Oneflow account and a connected HubSpot account.

• The Oneflow integration must be installed in HubSpot (via the HubSpot App Marketplace).

2. Accessing the Integration

1. In HubSpot, navigate to either:

   • Contacts (if you want to create a contract linked to a person), or

   • Companies (if you want to create a contract linked to an organization), or

   • Deals (if you want to create a contract linked to a sales opportunity).

2. Open the specific record you want to generate a contract for.

3. Creating the Contract

1. In the right-hand sidebar of the record, look for the Oneflow widget.

2. Click “Create Contract”.

3. Choose a template from Oneflow (e.g., Sales Agreement, NDA, Proposal).

4. The system will automatically pull HubSpot data into the contract (such as name, company, deal value, email).

   • You can review and edit fields before sending.

4. Sending the Contract

1. Add recipients (HubSpot contacts will auto-populate, but you can add more if needed).

2. Adjust settings such as signing order, reminders, or expiration date.

3. Click “Send Contract”.

5. Tracking the Contract

• Once sent, you can monitor contract status directly in HubSpot.

• Status updates may include: Sent, Viewed, Signed, Declined.

• Signed contracts are automatically stored both in Oneflow and in the associated HubSpot record.

6. Benefits of Using Oneflow in HubSpot

• Faster contract creation with auto-filled CRM data.

• Real-time updates in HubSpot when the contract is opened or signed.

• All contracts linked to Contacts, Companies, or Deals for easy follow-up.