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OneDoc FAQs

Refer to FAQs and how-to's from sample and use-case scenarios

OneCPQ Sample
Use Case

OneDoc Videos

A compilation of introductory, common scenarios and how-to videos based on use cases for OneDoc. Creating, Generating and Sending documents has never been easier, check these videos on how you can leverage OneDoc on a day to day for simple and quick document g...

Opening and Signing a Document

Welcome to OneDoc, your trusted platform for opening and signing documents with ease. This user manual will guide you through the process of opening and signing a document using OneDoc.

What is OneDoc?

OneDoc Videos

Use-cases

OneDoc Videos

Watch our how-to videos based on commonly use-case scenarios for OneDoc to create, generate and send document. Leverage OneDoc and its unique features on a day-to-day for simple and quick document generation solution. Contact us at sales@biztbaa.com / support@...

Scenario 1: Sending a document attachment from Salesforce in 3 easy steps using OneDoc!

OneDoc Videos Use-cases

If you have been involved in selling for any length of time and you have one thing you might not enjoy, it's generating and managing your documents. However, documents are an essential part of every organization right from sales quotes, to contracts, invoices,...

OneDoc - a document solution for Salesforce and Microsoft Dynamics 365 users.

OneDoc Videos What is OneDoc?

In just a few minutes, you can create a professional customer-facing document in five simple steps using OneDoc document generation app in Salesforce and Microsoft Dynamics 365. Transcript: Organizations often have to put up with slow sub-optimal documen...

Scenario 2: Getting an in-person sign on OneDoc!

OneDoc Videos Use-cases

Getting signatures on a document has never been easier! Imagine you are right in front of your customer and need their signatures. Do you have a mobile phone, tablet, iPad or any device with you? Great, because OneDoc lets your customer securely validate and s...

Scenario 3: Sending a Document to a Customer for an e-Sign (approval) and filling in required information

OneDoc Videos Use-cases

In this scenario we will cover sending a document to your customer to enter the details to their delivery address for shipment. In addition, we require them to accept the terms by signing it. We will use our OneSign feature on OneDoc to securely receive this i...

Q- My customer is unable to launch OneDoc, what should I do?

OneDoc FAQs

Scenario: If you have come across an instance where your customer isn't able to launch OneDoc from their email in order to complete the electronic signing formalities, in spite of your reps might trying to recreate and send another document, here is why and wh...

Using Catalogs and Categories in OneCPQ

Set up of Catalogs and Categories in OneCPQ  Transcript: Hello viewers! Welcome to OneCPQ by Biztbaa. Today we'll focus on how and why to create catalogs and categories As a product manager or a sales team leader, you want to ensure your sales reps hav...

Accessing, signing & completing the actions on the Document

Opening and Signing a Document

Step 1: Accessing the Document Click the 'Proceed' Link: To open the document, begin by clicking the 'Proceed' link received in your email. This link will redirect you to the document within OneDoc. Step 2: Navigating the Document Document Navigation: Onc...