Help Center

To create your first contract, click the "New Contract" button in your dashboard. You can start from a template, upload an existing document, or create from scratch. Our guided setup will walk you through the process step by step.

Go to Settings > Team Members and click "Invite Members". Enter their email addresses and select their role (Admin, Editor, or Viewer). They'll receive an invitation email to join your workspace.

AccordFlow works best on Chrome, Firefox, Safari, and Edge (latest versions). We recommend using Chrome for the best experience with our real-time collaboration features.

AccordFlow automatically tracks all changes with full version history. View the version history panel on the right side of any contract to see who made changes and when. You can restore previous versions or compare different versions side by side.

Yes! AccordFlow's zero-login feature allows external parties to review and edit contracts through a secure link without creating an account. They can make comments and suggested changes that you can approve or reject.

Go to Settings > Workflows to create custom approval processes. Define who needs to approve contracts based on value, type, or other criteria. You can set up parallel or sequential approvals and automatic routing.

Install the AccordFlow app from the Salesforce AppExchange, then go to Settings > Integrations in AccordFlow. Click "Connect Salesforce" and authorize the connection. You'll then be able to generate contracts directly from Salesforce opportunities.

Yes! AccordFlow integrates with DocuSign, Adobe Sign, and has built-in e-signature capabilities. Go to Settings > Integrations to connect your preferred e-signature provider.

Yes, you can upgrade or downgrade your plan at any time. Changes take effect immediately for upgrades, or at the end of your current billing cycle for downgrades. Contact support for help with plan changes.

Yes! Annual plans offer up to 20% savings compared to monthly billing. Switch to annual billing in your account settings or contact sales for enterprise pricing options.

Absolutely. We use enterprise-grade security including AES-256 encryption, SOC 2 compliance, and regular security audits. Your data is encrypted both in transit and at rest. See our Security page for full details.

Yes, AccordFlow provides granular access controls. Set permissions at the user, team, or contract level. You can control who can view, edit, comment, or approve contracts, and track all access in detailed audit logs.