Create a contract in Upsales

This article explains how to create contracts through the Upsales–Oneflow integration, review and send them, and view an overview of your contracts in Upsales.

REQUIREMENTS

The Upsales–Oneflow integration must be configured.
The template must be published and assigned to the Upsales Contract/Offer Template playbook.
You must have permission in Oneflow to create contracts from the template.
You must select a recipient and a template when creating the contract in Upsales.
To transfer products from a related opportunity, your Oneflow template must contain one product table.

In Oneflow

Create a template for Upsales

Open the workspace where you want to create contracts and go to Templates.
Click Create a template.
Enter a template name, add the content and fields you need, and save your template.
In the template settings, open Data fields. In the Select playbook drop-down, select Upsales Contract/Offer Template.
If you want to transfer products from an Upsales opportunity, make sure the template contains one product table.
Click Publish to activate the template.

Assign the playbook separately to every template you want to use in Upsales.

Review and send the contract

Complete these steps after creating the contract in Upsales, as described in the next section. You will be taken to the draft contract after clicking Create E-sign.

Review the draft contract and make any necessary changes.
Click Send.
Write a message to include with the contract invitation.
Click Send again to send the contract.

In Upsales

Create a contract

Go to Sales & CRM > E-sign and click New E-sign.
Search for the company you want to send the contract to.
Select the contract Recipients and Template. Both are required.
Select a Related opportunity if you want to link the contract to an opportunity. To transfer its products, make sure your Oneflow template contains one product table.
Click Create E-sign.

Your contract has been created! You will be taken to the draft contract, where you can review, edit, and send it using the steps in the In Oneflow section.

View your contracts

Go to Sales & CRM > E-sign to see an overview of your contracts in Upsales.

Troubleshooting

You cannot create a contract: Check that the integration is configured and that you have selected both a recipient and a template.
Your template is not available: Check that it is published, assigned to the Upsales Contract/Offer Template playbook, and that you have permission to create contracts from it.
Products are not transferred from the opportunity: Check that you selected the relevant Related opportunity and that the Oneflow template contains one product table.