Submit a ticket

Create a contract in Lime CRM

So you've activated the integration between Oneflow and Lime, great! Now you can create contracts in Lime CRM and here's how you do it:

  1. Log in to your Lime account > Deals and click Create Oneflow Contract.
  2.  Choose your account by clicking the Choose here drop-down list.
    In the Account is the equivalent of workspaces in Oneflow.

  3. Now choose a contract template you want to use for your contract in that workspace. 

  4. Choose your contract participants.

  5. Now, give the name to your contract and click Create contract.
    Your contract will display in Oneflow. Now all you have to do is send it!

When the contract is sent, you'll find a link to it in the deal.

Did you find it helpful? Yes No

Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.