Oneflow Pricing Packages: What’s Included in the Plans?

The sales process always requires managing important records and documents like contracts. Also, the entire sales function is made up of complex sequential processes, which is why salespeople always get bogged down on clerical tasks. This is why many sales teams resort to sales proposal automation software solutions to help them become more efficient and make their contracts and quotations more accurate. And one of the most popular ones used today is Oneflow.

The platform does not only provide users with interactive legally binding digital contracts and collaboration tools but also advanced features like batch sending and contract insights. The features, however, differ from plan to plan. We are going to break down the Oneflow pricing packages in detail. Moreover, we will discuss some use cases other than sales, including HR processes and procurement.

In 2019, around 14.6 million people worked in sales and sales-related occupations. Distributed across industries, many businesses rely on them as the lifeblood of their operations. Of course, some industries, by nature, are deemed more salespeople-driven than others.

A new study in 2020 found that the industry with the most salespeople employed, at 1.57 million, was the wholesale and manufacturing industry. Given the nature of their occupation, they handle sensitive key operations like contract creation and document management, along with traditional sales functions like sales calls, presentations, and sealing deals. To help manage these important processes, sales teams across the world use digital tools such as sales management software.

However, this type of software alone may not be adequate for businesses and similar salespeople-driven industries like real estate and advertising. This is because sales in these industries are largely contract-based. To better cover their bases in this regard, many successful companies use other digital tools such as document management systems on top of their sales management software. This enables them to easily create quotes, revise contracts, and get them digitally signed quickly.

Having to stack these two types of solutions, however, results in more digital expenses. To circumvent this, clever sales teams resort to document-management-based sales proposal automation platforms like Oneflow. This approach can be perfect for businesses that prefer a lean and mean approach—having a single hub for everything sales.

Overview of Oneflow

Oneflow is a contract-based sales proposal automation software. Aside from the usual features like contract creation and e-signatures, the platform also offers advanced features, including collaboration tools and analytics. The software vendor does not skimp on these features—even its free version includes a useful dashboard that you can use to track your contract KPIs.

Premium features include legally-binding interactive digital contracts, video and screen recording capabilities, SMS-based identity verification, a contract calendar, and customized workspaces. All of these are housed into a very intuitive user interface where you can easily access all the features with ease.

Just like top SaaS tools, Oneflow is cloud-hosted so you can access it using any device, including mobile devices. When configured properly, the product allows recipients to review any contract and sign easily with just a tap. This is very important in today’s digital economy, given that 70% of B2B contracts are signed on a phone.

Most clients use Oneflow as a sales automation software solution. However, the developers designed it to be very flexible and highly customizable. Thus, many users also use it for other business process automation like HR recruitment and procurement. Moreover, Oneflow integrates with other top software tools. So, you can stack it up easily with platforms like Hubspot, Salesforce, and Pipedrive. The product is offered via four plans: Free, Essentials, Business, and Enterprise. Lastly, the software provider also makes a free demo available so you can see all the features firsthand.

Oneflow Pricing Packages

1. Free Plan

A sample sales dashboard from Oneflow

Oneflow’s Free plan is not quite your basic document management and sales automation platform. It is equipped with advanced tools, such as a secure one-click digital signature, audit trail, comments capability, data portability, and even an analytics dashboard for your KPIs.

Of course, this is on top of the basic PDF contract creation for upload, sending, and signing with legally-binding e-signatures.

This plan is best for smaller operations or even for independent sales representatives like those in real estate, advertising, consultancy, and legal services. The Free plan is free forever.

2. Essentials Plan

One flow displays contract works using a calendar view.

Oneflow’s Essentials plan is for people and sales teams that want to free themselves from what’s called “PDF friction.” As you may know, PDF files have limited editing options. You can annotate them using highlights, comments, text blocks, and so forth. However, you cannot truly edit the file. The Essential plan solves this problem primarily by adding a digital contracts feature.

The digital contracts module allows users to view, edit, and forward legally binding documents on the fly. It also comes with collaboration tools where multiple users are allowed to edit a single version of a contract simultaneously in real-time. Of course, the primary user can set editing access rules like limiting other users to only change some parts of the contract.

Another neat feature of this module is that it has product tables for easy reference. Users can also add new items and even get automatic calculations for discounts. Moreover, these features are mobile-friendly as well.

Furthermore, the module comes with live notifications. This feature alerts users instantly when the other party opens, edits, sign, or reject a contract. Moreover, a one-tap signing feature is also available to users and their clients.

Other important features include workspaces, a contract calendar, an address book, advanced contract insights, and standard integrations. Given its flexibility, its use cases are not just limited to the needs of sales teams but also it also caters to HR and procurement operations. The Essentials plan costs €28 per user per month or around $32 depending on the exchange rate.

Video and Screen Recording

Another useful feature included in the Essentials plan is video and screen recording. This allows users to stand out from the competition. It also lets them make their sales touchpoint a more engaging experience. This can be used to attach presentations, product demo videos, contract summaries, and even a personalized message.

Furthermore, those who plan to extend the use of Oneflow to cater to their HR needs can use this feature to send onboarding and other introductory videos to keep their prospects engaged.

3. Business Plan

Businesses gain from Oneflow’s analytics capability, providing useful insights to grow their business.

The Business plan is designed for sales teams. It provides more collaboration tools and analytics than the Essentials plan. With these additional features, users will not only be on the same page but also be able to make data-driven decisions even on the go. Moreover, the plan includes team and contract management tools like branded workspaces and shareable templates.

Advanced collaboration features include message templates and data fields. Message templates allow users to save and manage email messages as contract templates. This helps them save time when sending similar messages and contracts in the future. On the other hand, the data fields feature allows users to use data from another system in their contracts. They can easily duplicate this information to appear in multiple parts of the contract they are working on. This makes for faster contract editing, quoting, and customization.

Aside from the standard integrations available in the Essentials package, the Business plan includes API access, webhooks, web form connector, automated contract creation through web form as a service, and plug-and-play premium integrations. These features, however, involve additional fees to set up. To have a better idea of how they are priced, please contact the vendor for the exact pricing.

The Business plan offers more premium support. These include phone support, access to premium technical support, and paid premium SLA. These are on top of the usual Help Center and email and chat support available to Free and Essentials plans subscribers.

A dedicated success manager is also available. However, this requires a minimum of 10 seats. The Business plan starts at €38 per month or roughly $44.

Advanced Contracts Management Features

The Business plan provides more contracts management features. These include tags and advanced filters, making contracts easier to categorize and locate. Moreover, the plan includes a lifecycle feature. This allows users to create contract rules and get notified of any lifecycle event that they set.

Furthermore, the plan also has features to connect digital contracts with webforms. These features allow users to easily export and integrate data from other systems to create custom contracts. Thus, with this automation, users get to enjoy fast and easy data-driven contract creation. So, sales teams will be able to outsource clerical tasks to Oneflow’s smart contracts generation engine and focus on the human side of their sales responsibilities.

4. Enterprise Plan

A screenshot of Oneflow’s simple interface on how to add a counterparty

Oneflow offers its Enterprise plan by quote. Developers designed it for global teams. So, it contains all Business plan features but with more team management capabilities.

These features are for the better management of groups and roles. With these, administrators can organize users in groups. Also, the feature allows users to create custom roles for members with access rules.

So, it is perfect for organizations with sales teams across the globe using different languages, currencies, product lines, and promotions. This makes for better collaborative customization in accordance with regional laws, standards, conventions, and regulations. Compliance will be less of an issue. So, businesses will have a better chance of ensuring local competitiveness.

Just like the Business plan, Enterprise subscribers get access to Oneflow’s API and premium integrations at a quote-based fee. On top of that, they also enjoy more room for customization in deployment. Enterprise users get to have the room to negotiate custom terms and data privacy agreement (DPA) protocols. But, one needs to have a minimum of 50 to do so.

Is Oneflow right for you?

If you are looking for a flexible sales proposal platform, then Oneflow is a great candidate to start with. It helps users circumvent the low pliability of PDF contracts with its main offering: interactive digital contracts. Furthermore, it offers powerful automation tools for easy contract creation and customization. Thus, users can not only make their contract creation and sales process efficient but also free from human quotation errors.

Also, the interface is very intuitive and it comes with useful analytics tools. Thus, it enables contract-based, sales-driven businesses to make better data-driven decisions to optimize their sales creation processes. Moreover, thanks to its integrations, you can connect Oneflow to your favorite project management solution. This allows for better coordination. With this, you can integrate your document-based sales process into your overall business management.

The vendor offers a free demo with no strings attached. So, users can easily see the pricing plans and their features without any commitment. Also, you can easily sign up for its Free plan. However, it doesn’t have the prized interactive contracts feature. But it can be enough for an independent salesperson, real estate broker, or a small consultancy firm.

Depending on how your business goes, you can easily scale up or scale down your Oneflow plan. If you sign up with Oneflow, you will be in good company with international organizations like Tele2 and ISS World.

By Jenny Chang

Jenny Chang is a senior writer specializing in SaaS and B2B software solutions. Her decision to focus on these two industries was spurred by their explosive growth in the last decade, much of it she attributes to the emergence of disruptive technologies and the quick adoption by businesses that were quick to recognize their values to their organizations. She has covered all the major developments in SaaS and B2B software solutions, from the introduction of massive ERPs to small business platforms to help startups on their way to success.