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PREREQUISITES Before you begin, please ensure you have completed the setup guide: Getting started with SuperOffice. |
Contracts can be created from three entities in SuperOffice: Sale, Contact, and Company.
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NOTE If you performed the setup of the Oneflow integration before 31.08.2022, you need to re-authenticate in Oneflow in order to create a contract from the Company or Contact entities. |
- Click New to create a new Sale, Contact, or Company, or open an existing one.
- Navigate to the Oneflow Contract tab, give your contract a name, and choose a workspace, template, and participants.
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Add participants to your contract by clicking the checkbox corresponding to the contact you wish to add.
Select a Type and Role for each participant from the dropdowns.
Types:
- Individual: adds a person as an individual participant in the contract.
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Company: adds the contact as a participant in the Oneflow contract as a representative of the company in SuperOffice (you can have multiple participants under one company).
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Owner: adds the contact as an owner-side participant in the Oneflow contract.
NOTE
The Owner option is only visible in the dropdown if the contact's email address in SuperOffice matches a registered user's email in the connected Oneflow account.
Roles:
- Signatory: can sign the contract.
- Influencer: can edit the contract.
- Viewer: can view and comment on the contract.
- If supported by the Oneflow template, you can attach files to the contract. Your selected Oneflow template should contain an attachments section or an ‘expanded PDF’ section.
- If you want to send the contract to the selected participants, click Next.
If you want to save the contract as a draft, check the Draft only checkbox and click + Create Contract. The contract will be created in Oneflow with the provided details but not sent to the participants.
- If you click Next, specify your Participants, Subject, and Message, then click Send Contract. Once the contract is sent to the participants, it will be automatically published to Oneflow, where you can sign it.
- The created contract will appear in the Oneflow Contract tab with its state (Draft/Sent). You can navigate to the contract by clicking the contract name and send a draft contract or sign an already sent one.
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NEXT STEPS
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