SWITCH FROM ONEFLOW
Oneflow to Calisto Proposals
Proposals builds a designed proposal and its quote on one record, sends it by email, text or link, shows each page the client reads, and takes the client’s choice, signature and payment on their own page, with Sign and Payments.
Funktion for funktion
Calisto Proposals ved siden af Oneflow
- 11 I begge
- 7 Kun i Oneflow
| 18 funktioner | Calisto Proposals | Oneflow |
|---|---|---|
| Building | ||
| Proposal TemplatesCalisto: Calisto templates by industry and the account’s own, each a Design worn in a Theme, started with Use This Template.Kontrolleret 28. okt. 2026Kilde | Ja | Ja |
| Draft It for MeCalisto: Write a Section drafts a section’s words in the writer’s language and chosen tone, with merge fields where the client’s name belongs.Kontrolleret 28. okt. 2026Kilde | Ja | Ja |
| The Quote | ||
| Product Tables the Client ConfiguresCalisto: optional lines, quantities the client edits within a minimum and maximum, and option tiers, with the total updating as they choose.Kontrolleret 28. okt. 2026Kilde | Ja | Ja |
| One-Time and Recurring PricesCalisto: one-time and recurring subtotals are shown apart, with what is due today as the only combined figure.Kontrolleret 28. okt. 2026Kilde | Ja | Ja |
| Collaboration | ||
| Comments in the DocumentCalisto: the client comments on their page, and each comment reaches the sender as a notice they can answer from the proposal.Kontrolleret 28. okt. 2026Kilde | Ja | Ja |
| Version HistoryCalisto: a history of versions, pages and pricing together, compared with the current one and restored.Kontrolleret 28. okt. 2026Kilde | Ja | Ja |
| Approvals | ||
| Internal Approval FlowsCalisto: a proposal waits for internal review when its total reaches a level set per currency in the approval settings.Kontrolleret 28. okt. 2026Kilde | Ja | Ja |
| Signing | ||
| Signing OrderCalisto: signers, a countersignature, copies and a signing order set on the proposal’s recipients, with Sign.Kontrolleret 28. okt. 2026Kilde | Ja | Ja |
| Tracking | ||
| Engagement TrackingCalisto: every open and the time spent on each page, read on the proposal’s own page.Kontrolleret 28. okt. 2026Kilde | Ja | Ja |
| Team | ||
| WorkspacesCalisto: workspaces group proposals by team or brand, each with its own logo, colors and contact details.Kontrolleret 28. okt. 2026Kilde | Ja | Ja |
| Sending | ||
| Readable on Any DeviceCalisto: the client reads it as paper or as a web page on any screen, and the sender works from the Calisto app on a phone.Kontrolleret 28. okt. 2026Kilde | Ja | Ja |
| Gaps | ||
| Video in the DocumentA welcome video or screen demo placed inside the document.Kontrolleret 28. okt. 2026Kilde | Nej | Ja |
| Edit After SendingThe sender changes the document after it is sent and the counterparty sees only the latest version. Calisto sends a change as a new version.Kontrolleret 28. okt. 2026Kilde | Nej | Ja |
| Signing with National eIDsAdvanced electronic signatures with eIDs such as BankID, MitID, itsme, Smart-ID and Freja eID.Kontrolleret 28. okt. 2026Kilde | Nej | Ja |
| Imported Contracts with Key Data Pulled OutExisting contracts imported into a searchable repository, with key data pulled out automatically.Kontrolleret 28. okt. 2026Kilde | Nej | Ja |
| Contract ReviewA check that reads a contract for risks and missing terms.Kontrolleret 28. okt. 2026Kilde | Nej | Ja |
| Outside CRM IntegrationsTwo-way sync with outside CRMs such as HubSpot, Salesforce and Microsoft Dynamics 365.Kontrolleret 28. okt. 2026Kilde | Nej | Ja |
| Public APIA documented public API with webhooks for contracts, contacts, templates and workspaces.Kontrolleret 28. okt. 2026Kilde | Nej | Ja |
Hvad der bevæger sig
Flyt dine data fra Oneflow
Dine data læses i din egen browser og sendes til din Calisto-konto. Calisto ser aldrig dit login for det gamle system.
Fra en eksportfil
Eksporter dine data fra Oneflow og drop filen ind. Den læses i din browser og kortlægges på Calisto.
Contract participants
Everyone who was a party to a contract
Skabeloner
Contract templates
Moving from Oneflow
Questions about switching
Can the client sign and pay on the proposal itself?
Yes. The client accepts, signs in place with Sign, and pays a deposit or the full amount through the business’s own gateway in Payments, all on one page.
Can a client choose between options?
Yes. Option tiers, optional lines and quantities within the bounds you set are chosen by the client, and what they chose becomes the quote’s lines when they accept.
What happens after the client accepts?
The deal moves in Deals, and the business’s own rules in Automations can raise the invoice in Ledger, open the order in Orderflow or create a task.
Læs mere
Alt Calisto gør her
Siderne bag denne sammenligning: sektoren, appsene og guiderne.