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 bredvid Oneflow
- 11 I båda
- 7 Endast 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.Kontrollerat 28 okt. 2026Källa | 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.Kontrollerat 28 okt. 2026Källa | 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.Kontrollerat 28 okt. 2026Källa | 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.Kontrollerat 28 okt. 2026Källa | 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.Kontrollerat 28 okt. 2026Källa | Ja | Ja |
| Version HistoryCalisto: a history of versions, pages and pricing together, compared with the current one and restored.Kontrollerat 28 okt. 2026Källa | 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.Kontrollerat 28 okt. 2026Källa | Ja | Ja |
| Signing | ||
| Signing OrderCalisto: signers, a countersignature, copies and a signing order set on the proposal’s recipients, with Sign.Kontrollerat 28 okt. 2026Källa | Ja | Ja |
| Tracking | ||
| Engagement TrackingCalisto: every open and the time spent on each page, read on the proposal’s own page.Kontrollerat 28 okt. 2026Källa | Ja | Ja |
| Team | ||
| WorkspacesCalisto: workspaces group proposals by team or brand, each with its own logo, colors and contact details.Kontrollerat 28 okt. 2026Källa | 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.Kontrollerat 28 okt. 2026Källa | Ja | Ja |
| Gaps | ||
| Video in the DocumentA welcome video or screen demo placed inside the document.Kontrollerat 28 okt. 2026Källa | 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.Kontrollerat 28 okt. 2026Källa | Nej | Ja |
| Signing with National eIDsAdvanced electronic signatures with eIDs such as BankID, MitID, itsme, Smart-ID and Freja eID.Kontrollerat 28 okt. 2026Källa | Nej | Ja |
| Imported Contracts with Key Data Pulled OutExisting contracts imported into a searchable repository, with key data pulled out automatically.Kontrollerat 28 okt. 2026Källa | Nej | Ja |
| Contract ReviewA check that reads a contract for risks and missing terms.Kontrollerat 28 okt. 2026Källa | Nej | Ja |
| Outside CRM IntegrationsTwo-way sync with outside CRMs such as HubSpot, Salesforce and Microsoft Dynamics 365.Kontrollerat 28 okt. 2026Källa | Nej | Ja |
| Public APIA documented public API with webhooks for contracts, contacts, templates and workspaces.Kontrollerat 28 okt. 2026Källa | Nej | Ja |
Vad som rör sig
Flyttar dina data från Oneflow
Dina data läses i din egen webbläsare och skickas till ditt Calisto-konto. Calisto ser aldrig ditt inloggningsnamn för det gamla systemet.
Från en exportfil
Exportera dina data från Oneflow och släpp in filen. Den läses in i din webbläsare och kartläggs mot Calisto.
Contract participants
Everyone who was a party to a contract
Mallar
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.
Lär dig mer
Allt Calisto gör här
Sidorna bakom denna jämförelse: sektorn, apparna och guiderna.