Create a contract in Membrain

This article explains how to create contracts through the Membrain–Oneflow integration, send them in Oneflow, and check their status in Membrain.

REQUIREMENTS

Your Membrain account must be configured to create Oneflow contracts from the relevant project.
The template you want to use must be available in Membrain. The list of available templates is configured by your Membrain admin.
Both Signatory 1 and Signatory 2 must be assigned to create a contract.
At least one signatory must have access to the relevant Oneflow workspace.

Check workspace access

Make sure at least one of the participants you will assign as a signatory has access to the Oneflow workspace where the contract will be created. Ideally, this should be the sales project owner or an internal stakeholder who manages your Oneflow contracts.

In Membrain

Create a contract

The steps below describe how to create a contract from a Sales Project. You can also create contracts from Prospects and Account Growth projects if your organization's Membrain setup allows it.

Open the Sales Project you want to create a contract from, or create a new one. Click Sign contract.
Click Create to create a new contract. To link a contract that already exists in Oneflow instead, click Choose Existing.
Select the template you want to use.
Review the information that will be sent to Oneflow. This information comes from the data fields previously mapped for the integration.
Assign contract roles to all participants. The available contacts are the Sales Project's Owner and its internal and external Stakeholders. You must assign both Signatory 1 and Signatory 2. Typically, one signatory represents your company and the other represents the counterparty.
Click Create Agreement in Oneflow.

Your contract has been created! A new Oneflow window opens automatically. If you are already signed in to Oneflow, you will be taken directly to the contract.

In Oneflow

Review and send the contract

Open the newly created contract in Oneflow. If prompted, sign in.
Review the contract and make any necessary changes. You can add or remove information before sending it.
When the contract is ready, click Send.

Check the contract status

Hover over or click the step where you created the contract to view its last known status. The status is provided by Oneflow and updates as new information becomes available.

Troubleshooting

The template you want to use is not listed: Ask your Membrain admin to check which templates are available for the integration.
You cannot complete contract creation: Make sure both Signatory 1 and Signatory 2 are assigned, and that at least one signatory has access to the relevant Oneflow workspace.
You cannot create a contract from a Prospect or Account Growth project: Ask your Membrain admin to check whether your account is configured to create contracts from that project type.