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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Tailored specifically for the Commercial HVAC Service sector, Connect Software has demonstrated its ability to boost service contractors' annual growth by an average of 20%. It offers an all-encompassing solution for asset and equipment management, customer management, and pricing for various service agreements, including project contracts and "Quick Quotes." Additionally, Connect generates 28 customized, professionally branded documents and features a powerful CRM, along with comprehensive field and contract management functions. With Connect Sales, you'll never miss a proposal or lead again, as it ensures complete transparency for all opportunities generated, resulting in a continually expanding list of "warm leads." You can manage what information is presented to customers, including polished presentations and updated Terms & Conditions. Moreover, user-friendly access to customer data, proposals, sales dashboards, and more is available from any device with Internet connectivity, enhancing overall efficiency, communication, and professionalism in a unified solution. This integration not only streamlines operations but also empowers contractors to focus more on growth and client relationships.

Description

Oneflow is a contract lifecycle management solution designed to help companies move beyond basic document storage and e-signatures. The platform centralizes contracts, clauses, obligations, changes, and related data so teams can work from one shared source of truth. Businesses can create, collaborate on, review, sign, monitor, and manage contracts throughout their full lifecycle. Oneflow’s AI features help detect risk, reveal contract insights, and support smarter decision-making across departments. Sales teams can create quotes and contracts from CRM systems, finance teams can use contract data for invoicing, and HR teams can manage hiring and employment agreements more efficiently. Procurement and legal teams can use Oneflow to reduce risk, improve control, and maintain compliance across contract workflows. The platform integrates with major business tools, including Salesforce, HubSpot, Microsoft Office 365, Google Workspace, Slack, Pipedrive, Teamtailor, and more. Oneflow is built with compliance and security in mind, supporting GDPR, eIDAS, ISO 27001, ISO 9001, ISO 14001, BankID, MitID, and TLS 1.2. Oneflow helps organizations turn contract data into structured, searchable, and actionable insights that keeps business processes moving.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

BambooHR No 
Charlie HR No 
Cinode No 
HiBob No 
HubSpot CRM No 
HubSpot Customer Platform No 
Jobylon No 
Lime CRM No 
Membrain No 
Microsoft Dynamics 365 No 
Pipedrive No 
Salesforce No 
Slack No 
SuperOffice CRM No 
Sympa No 
Teamtailor No 
Upsales No 
Zapier No 

Integrations

BambooHR Yes 
Charlie HR Yes 
Cinode Yes 
HiBob Yes 
HubSpot CRM Yes 
HubSpot Customer Platform Yes 
Jobylon Yes 
Lime CRM Yes 
Membrain Yes 
Microsoft Dynamics 365 Yes 
Pipedrive Yes 
Salesforce Yes 
Slack Yes 
SuperOffice CRM Yes 
Sympa Yes 
Teamtailor Yes 
Upsales Yes 
Zapier Yes 

Pricing Details

$99
Free Trial No 
Free Version No 

Pricing Details

$ 292/month 5 users included
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Connect Software

Founded

2016

Country

United States

Website

www.connectsoftware.com

Vendor Details

Company Name

Oneflow

Founded

2012

Country

Sweden

Website

oneflow.com

Product Features

Contract Management

Buy Side (Suppliers) No 
Completion Tracking No 
Compliance Tracking No 
Contract Lifecycle Management No 
Electronic Signature No 
Full Text Search No 
Government Contracts No 
Pre-built Templates No 
Sell Side (Customers) No 
Specialty Contracts No 
Version Control No 
Workflow Management No 

Product Features

Contract Management

Buy Side (Suppliers) No 
Completion Tracking Yes 
Compliance Tracking Yes 
Contract Lifecycle Management Yes 
Electronic Signature Yes 
Full Text Search Yes 
Government Contracts No 
Pre-built Templates Yes 
Sell Side (Customers) No 
Specialty Contracts No 
Version Control Yes 
Workflow Management Yes 

Digital Signature

Audit Trail Yes 
Authentication Yes 
Auto Reminders Yes 
Customizable Templates No 
Document Analytics No 
Mobile Signature No 
Multi-Party Signing Yes 
Progress Tracking Yes 
Task Progress Tracking No 

Proposal Management

Automatic Formatting No 
Calendar Management No 
Collaboration Yes 
Contact Management No 
Content Repository No 
Document Management No 
Electronic Signature Yes 
Knowledge Library No 
Pipeline Management No 
RFP Management No 
Requirements Management No 
Revision Management No 
Task Management No 
Templates Yes 
Version Control Yes 

Quoting

Automated Quoting No 
Catalog Management Yes 
Client Portal No 
Contact Management No 
Customer Accounts No 
Customizable Branding No 
Discount Management Yes 
Forms Creation No 
Pricing Management Yes 
Product Configurator Yes 
Proposal Management Yes 

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