Oneflow

Vorteile

Very user-friendly and perfect UX. It allows a lot of things, and it's synced with Salesforce.

Nachteile

In some cases, it doesn't allow a lot of personalization, and some steps are not that easy to understand/follow.

Vorteile

As a developer I work mostly with OneFlow via the API and have been for a few years. The fast, reliable and flexible API is great to work with.

Nachteile

I found some product extensions (like fields for merging data) still lacking some functionality, I think. But for most cases it's quite adequate.

In Betracht gezogene Alternativen

Gründe für den Wechsel zu Oneflow

Vorteile

Ability to customize templates and customize signature order

Nachteile

Ability to add customized personalized signature is not added also the search functionality is not the best

Vorteile

The design is simple, intuitive, and quite dynamic, offering many functionalities for an optimal experience.

Nachteile

The Salesforce integration is still underdeveloped, so I prefer using the platform directly. It would be beneficial to allow signatures in specific fields, rather than restricting them to only the last page.

Vorteile

The flexibility and transparency between parties. For us we can easily make alterations to the terms of business which is a big win. Also the integration with our CRM makes it simple and seamless.

Nachteile

only annoyance is the notification emails for signed documents I am not involved in but assume this is a personal setting issue.

Vorteile

The ease of use and the numerous options for customizing document approval and signing.

Nachteile

Nothing, it's a great way to optimize your approval flow

Vorteile

I like the UI and overall UX about the platform.

Nachteile

Multiple approval processes, and even if I change one small detail, it triggers again. Would be great if we an set some if conditions

Vorteile

Quick and easy onboarding system especially for volume recruitment

Nachteile

Getting used to using a new system, however not really a con

Vorteile

Very easy and intuitive to keep track of contracts in the system.

Nachteile

When you reach for contracts, you should be able to select "only active contracts", so you dont see the ones that are expired.
It would be nice to bette be able to group contracts from the same customer together (the "connect" function is not the best)

Vorteile

Templates, automatic sending, easy to modify fields in the contract.

Nachteile

Sometimes too many notifications like student made a modification, student signed, all parties have signed.
Not sure if we can configure the notifications at the user level, not the organization level

Vorteile

Super easy to use, even for non-tech people
Interactive contracts—clients can edit certain fields, which cuts down on back-and-forth
Syncs perfectly with HubSpot, so we don’t have to jump between tools
Real-time tracking—knowing when a client opens a contract is a game-changer
Legally solid e-signatures, so no worries about compliance

Nachteile

Mobile version could be a bit slicker, but it’s not a dealbreaker
Some customization options take a bit of tweaking to get right

Vorteile

It's quite easy to navigate through, makes sending out documents so much easier.

Nachteile

I can't see an option to name a document whilst I'm working on it, but maybe that's me missing it.

Vorteile

the ability to colaobrate within the team and the customer

Nachteile

i haven't found a resend button. And sometimes the clients ask to resend the email.

Vorteile

“So easy to use, with a straightforward interface that makes navigation simple and intuitive.”

Nachteile

I find it hard to follow sometimes, especially when information isn’t clearly organized or when too many details are presented at once

Vorteile

Ease of use, not hard to figure out for first time users

Nachteile

I cannot say anything negative about this product

Vorteile

One of the best feature is that I can go through the contract together with my customer in real time. Except the use of correcting any errors this also gives an excellent opportunity to close the actual deal. When everything is said, and accepted, it naturally can and with a signature.

Nachteile

I would like it to be easier to extract and aggregate the information in the agreements to excel. For example telephone numbers in a certain column.
I also would like Oneflow to integrate with Upsales or Salesforce.

Vorteile

Oneflow has made us able to flexibly work with contracts since implementing the solution in 2018. In hindsight, the global pandemic would have been even more of an uphill battle to climb should we not have already implemented digital signatures before it started. Oneflow has made us more efficient, less site-bound and have also reduced our climate impact by virtually cutting paper and printer usage to a fraction of what it was before.

Nachteile

Sync inbetween fields in contract and participant fields could be more intelligent.

In Betracht gezogene Alternativen

Vorteile

fast, easy to use. easy to change products in contracts. the possibillity to sign digitally

Nachteile

design, that it is hard to get new features that suits our business

Vorteile

Ease of use, everything we need is in place

Nachteile

Everything is in place so we don't have anything that we miss

Vorteile

Very simple to setup, and to manage.
Makes it much easier to have all the agreements in one place.

Nachteile

Can not think of anything, everything worked seamless :)

Vorteile

Easy for customers, employees, and customers to use! Excellent interface as well.

Nachteile

Honestly, there is nothing I don't like. Great overview in the dashboard.

Vorteile

Easy to use, self instructing, very good and fast support function.

Nachteile

Sometimes hard to seek and find an agreement. Searching for a specific person can also be tricky sometimes.

Vorteile

The flow and intuitive layout. It brings ease to the workflow.

Nachteile

There´s a few issues, the ability to mass-update a wide range of templates at once for instance, where I find myself doing each update on each template instead of what I wished was a single button to update a lot of templates at once.

Vorteile

Easy to use platform for all agreements.

Nachteile

some features are not yet there or needs some more UX care.

Vorteile

Documents, signing, electronic use and notifications

Nachteile

missing some more and diverse design edits

Vorteile

- Nice look and feel
- Easily sharing templates with colleagues

Nachteile

- You have to save your documents manually all the time, I think this is outdated: it should save itself every couple of seconds;
- If you want te remove something in a document, let's say a couple of products which are in the template, you have to delete them all per item, I think it would be easier if you could select a couple and then delete them at once.
- If you copy a text (for example your introduction in a document) to the message for sending the document to a client, all enters dissapear and you have to do them again manually.
- generally, I think a lot of processes can be done quicker and easier

Vorteile

Easy to integrate with Salesforce
Good Customer experience
Customizable in Salesforce Flow!!!
Fast customer service

Nachteile

Reminders cannot easily be migrated between users (off-boarding purposes)
Fees for everything: Okta, Salesforce even OKTA user management is an extra fee on top of the Okta access fee.

In Betracht gezogene Alternativen

Warum Oneflow gewählt wurde

Zuvor genutzte Software

Gründe für den Wechsel zu Oneflow

Vorteile

I really like the HubSpot integration that they are offering. It has a direct connection with the line-items which makes it really easy to set-up new offers. The interface of Oneflow also provides a clear overview of what is pending etc..

Nachteile

I would like to manage my messages in a more profound way. Some automation and personalisation in these messages would be helpful.

Vorteile

Easy to implement, clear features, easy integration with HubSpot

Nachteile

I dont have much that I dont like. OneFlow gives us the opportunity to help our clients in having their Proposal/Quote process more aligned with HubSpot.

Vorteile

Oneflow has been incredibly easy and intuitive to use, it has made issuing and signing contracts a breeze, and really impacted my day to day positively. It is a great way to align on paper processes and ensure that everyone is on the same page.

Nachteile

It's hard to think of specific examples!

Vorteile

The ease of the process for signing and accepting a contract is wonderful because you can rely on digital signatures and the entire process is done online without the need for transfers, which helps reduce time. They are professional contracts where the designed templates help to prepare them faster and represent security

Nachteile

without difficulties and without misunderstandings, everything has been a good service and a good work tool

Vorteile

Oneflow has a lot of useful features that help to keep things organised and running smoothly, I especially like the templates and workspace functions for instance. I also appreciate the quick and simple tutorial at the beginning.

Nachteile

The only things I'd love to see is some more functionality added to the form builder to make some more interesting layouts, and a more in depth tutorial for form building.

In Betracht gezogene Alternativen

Gründe für den Wechsel zu Oneflow

Vorteile

One flow is very easy to use, it fit's in with the daily tasks we use in our team and it streamlines our admin process to be much more efficient and easy to use. It's simple, and I like the 3 steps we created for the workflows making it easy to navigate.

Nachteile

Everything so far seems good - Emails that we get for every signing can sometimes get lost other than that it's amazing.

Vorteile

Easy layout, good communication between creator and receiving end

Nachteile

It's not very well synced with Salesforce. I you create a new template because you selected the wrong one it's not updating Salesforce.

Vorteile

It makes paper work management easy and intuitive for both counterparts.

Nachteile

Sometimes the hidden info in the contracts are hard to find.

Vorteile

The interactive table that customers can adjust themselves. Makes it really easy to just share all our pricing options and gives the choice to the customer to go with whatever they please.

Nachteile

It would be great if some parts are more customisable or if there is an option to share feedback from within Oneflow with our Oneflow administrator. Would make it more flexible.

Vorteile

La flexibilité et la facilité pour la création de devis.
Chaque éléments est modulable à notre bon vouloir.
Les devis web proposés sont vraiment efficaces.

Nachteile

Les première difficultés ont été rencontrés lors de la mise en place de OneFlow avec différentes problématiques d'affichage, de création...

Vorteile

As an IT teamlead i have enjoyed the fact that Oneflow is easily integrated into Salesforce. The amount of fields needed in contract that have to be signed are over 50 fields and so far we have been running this for almost a year without any issues.

Nachteile

We would love to see a "consent" option rather then / additional to the sign option.
The downside of the integration with Salesforce is that the Salesforce users all need a oneflow account to have new contracts signed. (only used once a year)

Vorteile

la simplicité de créer des contrats partagés, le suivi et la gestion

Nachteile

pas simple de faire des modifications quand on veut travailler à partir d'un doc word

In Betracht gezogene Alternativen

Gründe für den Wechsel zu Oneflow

Vorteile

the possibility of electronic signatures

Nachteile

interoperability between workspaces could be improved, especially for corporations with many legal entities

In Betracht gezogene Alternativen

Gründe für den Wechsel zu Oneflow

Vorteile

Gain de temps, ultra rapide et simple d'utilisation

Nachteile

Les petits bug qui empêchent d'envoyer les contrats

Vorteile

simplicité de signature, possibilité de modifier rapidement les élements, date de signature, les parties prenantes,....

Nachteile

peut être la génération du devis à implanter sur of
on ne voit pas le temps passé sur le devis

Vorteile

I like the clarity of it and the great quick customer service chat feature.

Nachteile

Quite timely to create new documents, would be good if there were more templates. Also takes a long time to send individual documents

Vorteile

Ease of use, flexible support, CSM, easy templates

Nachteile

Customers seem to have a hard time sometimes to understand the tool

Vorteile

It helps you reduce time in scheduling signatures with legal representatives and avoid setbacks

Nachteile

has certain limitations for users and the customer services is a little bit slow

Vorteile

It makes our agreement process really simple, everything recorded together.

Nachteile

Nothing, it serves the exact purpose that we need it for

Vorteile

L'outil est très simple à manipuler
On peut facilement créer des modèles ce qui représente un gain de temps dans l'utilisation au quotidien

Nachteile

L'inconvénient serait peut-être la courte durée des délais pour la signature d'un document.

Vorteile

It’s simple to receive and review docs that are going out for signature

Nachteile

Wish it was more flexible on uploading documents

Vorteile

Simplifies contract creation and e-signatures.

Nachteile

Limited offline access to contracts. It might be improved till today.

Vorteile

Envoi de devis pour signature électronique optimal.

Nachteile

RAS, pour le moment tout est très bien. Rien à redire.