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.
Feature by feature
Calisto Proposals beside Oneflow
- 11 In both
- 7 Only in Oneflow
| 18 features | 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.Checked 28. okt. 2026Source | Yes | Yes |
| 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.Checked 28. okt. 2026Source | Yes | Yes |
| 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.Checked 28. okt. 2026Source | Yes | Yes |
| One-Time and Recurring PricesCalisto: one-time and recurring subtotals are shown apart, with what is due today as the only combined figure.Checked 28. okt. 2026Source | Yes | Yes |
| 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.Checked 28. okt. 2026Source | Yes | Yes |
| Version HistoryCalisto: a history of versions, pages and pricing together, compared with the current one and restored.Checked 28. okt. 2026Source | Yes | Yes |
| Approvals | ||
| Internal Approval FlowsCalisto: a proposal waits for internal review when its total reaches a level set per currency in the approval settings.Checked 28. okt. 2026Source | Yes | Yes |
| Signing | ||
| Signing OrderCalisto: signers, a countersignature, copies and a signing order set on the proposal’s recipients, with Sign.Checked 28. okt. 2026Source | Yes | Yes |
| Tracking | ||
| Engagement TrackingCalisto: every open and the time spent on each page, read on the proposal’s own page.Checked 28. okt. 2026Source | Yes | Yes |
| Team | ||
| WorkspacesCalisto: workspaces group proposals by team or brand, each with its own logo, colors and contact details.Checked 28. okt. 2026Source | Yes | Yes |
| 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.Checked 28. okt. 2026Source | Yes | Yes |
| Gaps | ||
| Video in the DocumentA welcome video or screen demo placed inside the document.Checked 28. okt. 2026Source | No | Yes |
| 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.Checked 28. okt. 2026Source | No | Yes |
| Signing with National eIDsAdvanced electronic signatures with eIDs such as BankID, MitID, itsme, Smart-ID and Freja eID.Checked 28. okt. 2026Source | No | Yes |
| Imported Contracts with Key Data Pulled OutExisting contracts imported into a searchable repository, with key data pulled out automatically.Checked 28. okt. 2026Source | No | Yes |
| Contract ReviewA check that reads a contract for risks and missing terms.Checked 28. okt. 2026Source | No | Yes |
| Outside CRM IntegrationsTwo-way sync with outside CRMs such as HubSpot, Salesforce and Microsoft Dynamics 365.Checked 28. okt. 2026Source | No | Yes |
| Public APIA documented public API with webhooks for contracts, contacts, templates and workspaces.Checked 28. okt. 2026Source | No | Yes |
What moves
Bringing your data from Oneflow
Your data is read in your own browser and sent to your Calisto account. Calisto never sees your login for the old system.
From an export file
Export your data from Oneflow and drop the file in. It is read in your browser and mapped onto Calisto.
Contract participants
Everyone who was a party to a contract
Templates
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.
Learn more
Everything Calisto does here
The pages behind this comparison: the sector, the apps and the guides.