Contract overview (HubSpot)

Angelica Angelis
Angelica Angelis
  • Updated

Contract Overview for HubSpot Companies

The Contract Overview feature provides a centralized, single source of truth for every Oneflow contract related to a company within HubSpot.

Key Benefits

  • A single source of truth: The tab on Company records shows every contract associated with that company (even if the contract was created via a deal that relates to that company).
  • The full picture: See contracts created directly from the company, plus all contracts from its associated deals.
  • Find contracts instantly: Instantly search through your contract list by name, and filter the list by associated deal without ever leaving HubSpot.
  • At-a-glance clarity: View key contract metadata like status (Draft/Pending/Signed), creation date, last update, and a direct link to the document in Oneflow.

Set Up the Contract Overview Tab

A HubSpot administrator must enable this view before it's visible to users.

  1. Navigate to a Company record in HubSpot.
  2. Click Customize ⚙️ in the top right corner.
  1. Select your preferred view (e.g., Default view, Sales view).
  2. Click the + icon to add a new tab, then enter a name for it (e.g., "Oneflow").
  1. Click Add card.
  1. From the right panel, select Card library.
  1. Search for ‘Oneflow contract overview’ and click + Add card.
  1. Click Save and exit to confirm. The tab will now be visible on all Company views.

USE CASE:

An Account Manager, Sarah, is preparing for a quarterly business review with a major client, "Global Tech Inc."

  • The Challenge: Before the Contract Overview feature, Sarah had to open multiple closed and open deal records associated with Global Tech to find their original SLA contract. This was time-consuming and ran the risk of missing a key document.
  • The Solution: Now, Sarah simply navigates to the "Global Tech Inc." company page in HubSpot and clicks the Oneflow Contracts tab. In a single view, she sees the original SLA contract, created directly on the company record.
  • She uses the search bar to instantly find the specific SLA she needs and sorts the list by creation date to review the history of their SLAs. In under a minute, she has a complete picture of the entire contractual relationship, allowing her to enter the meeting fully prepared and confident.

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