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Average Ratings 0 Ratings

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Description

Kaseya's Quote Manager will revolutionize your sales process. Transform your sales process. Streamline your quoting and procurement to boost revenue. Your strategic advantage in the sales arena is waiting for you. Our intuitive cloud platform enables all staff to quote and sell with ease, resulting in MSP success. Our intuitive drag-and-drop editor streamlines quote creation, ensuring polished, branded quotes. MSPs can now save time by avoiding the 20-minute ordeal. Modern electronic quotes will increase efficiency, reduce rebuilds, and speed up sales. Bid adieu to manual and time-consuming hardware acquisition. Our automation eliminates rework and streamlines the process to increase efficiency. We offer this modern solution, which eliminates manual steps and increases productivity.

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 Yes 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Autotask PSA Yes 
Cinode No 
ConnectWise PSA Yes 
Datto RMM Yes 
HiBob No 
HubSpot CRM No 
HubSpot Customer Platform No 
Lime CRM No 
Membrain No 
Microsoft Dynamics 365 No 
Pipedrive No 
QuickBooks Online Yes 
Salesforce No 
SuperOffice CRM No 
Sympa No 
Teamtailor No 
Upsales No 
Xero Yes 
Zapier No 

Integrations

Autotask PSA No 
Cinode Yes 
ConnectWise PSA No 
Datto RMM No 
HiBob Yes 
HubSpot CRM Yes 
HubSpot Customer Platform Yes 
Lime CRM Yes 
Membrain Yes 
Microsoft Dynamics 365 Yes 
Pipedrive Yes 
QuickBooks Online No 
Salesforce Yes 
SuperOffice CRM Yes 
Sympa Yes 
Teamtailor Yes 
Upsales Yes 
Xero No 
Zapier Yes 

Pricing Details

No price information available.
Free Trial Yes 
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 No 
iPad App No 
Android App No 
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 Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

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

Vendor Details

Company Name

Kaseya

Founded

2000

Country

United States

Website

www.kaseya.com/products/msp-quoting-software/

Vendor Details

Company Name

Oneflow

Founded

2012

Country

Sweden

Website

oneflow.com

Product Features

MSP

Backup Management No 
Billing & Invoicing No 
CRM No 
Dashboard No 
Help Desk No 
Issue Management No 
Live Chat No 
Patch Management No 
Privileged Access Management (PAM) No 
Project Management No 
Remote Access No 
Remote Systems Monitoring No 
Scheduling No 

Quoting

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

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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