Create a contract in SuperOffice

This article explains how to create documents through the SuperOffice – Oneflow integration.

In Oneflow

Create a document template for SuperOffice

1. Navigate to the desired workspace and open the Templates tab.
2. Click Create template to open the template editor or select an existing one.
3. Create and customize the template as needed.
4. Open the Data fields tab.
5. Open the Select playbook dropdown and select SuperOffice.
6. Add any data fields that should be automatically populated with information from SuperOffice.
7. Click Publish to activate the template.

In SuperOffice

Create a contract

You can create Oneflow contracts from a Sale, Contact, or Company in SuperOffice.

1. Click New to create a new sale, contact, or company, or open an existing one.
2. Open the Oneflow Contract tab.
3. Enter a name for the contract.
4. Select the appropriate Workspace and Template.
5. Select each contact you want to add as a participant.
6. Select a participant type:
   • Individual: Adds the person as an individual participant.
   • Company: Adds the contact as a representative of the company. Multiple participants can represent the same company.
   • Owner: Adds the contact as an owner-side participant.
7. Select a role for each participant:
   • Signatory: Can sign the contract.
   • Influencer: Can edit the contract.
   • Viewer: Can view and comment on the contract.
8. If supported by the selected template, attach any files that should be included in the contract.
9. Choose how you want to create the contract:
   • To save it without sending it, select Draft only and click + Create Contract.
   • To send it immediately, click Next.
10. If you clicked Next, review the Participants and enter the email Subject and Message.
11. Click Send Contract.

Your contract has been created! It will appear in the Oneflow Contract tab with the status Draft or Sent.

Click the contract name to open it in Oneflow. You can then send a draft contract or open a sent contract for review and signing.

Troubleshooting

• If the Oneflow Contract tab is unavailable, confirm that the integration has been enabled and authenticated by an administrator.
• If a template is unavailable, confirm that it is published and uses the SuperOffice playbook.
• If you cannot create a contract from a contact or company, re-authenticate the integration in Oneflow.
• If the Owner participant type is unavailable, confirm that the contact’s SuperOffice email address matches a registered Oneflow user.
• If you cannot attach a file, confirm that the selected template contains the appropriate PDF documents, Expanded PDF, or Attachments section.
• If you cannot create the contract, confirm that you have permission in Oneflow to create documents from the selected template.