SeeRM Docs

Oneflow

Integration with Oneflow for contract workflows directly from SeeRM.

Overview

SeeRM integrates seamlessly with Oneflow (oneflow.com), a platform for managing contracts and official offers.

Key Features

  • Send contracts directly from SeeRM:
    With a single click, all necessary information is sent to Oneflow to start the contract workflow.

  • Send offers from leads:
    If Oneflow is enabled, you can also send offers directly from a lead.

  • Real-time updates:
    SeeRM keeps you informed about your contracts:

    • When a customer views a contract
    • When a contract is signed
    • When a contract expires or is cancelled

This integration allows you to manage contracts and offers effortlessly without leaving SeeRM, keeping everything connected and up to date.

On this page

Ask AI