What is OneNode?

 

OneNode is a Pipedrive add-on designed by Zimple. 

Zimple is Pipedrive's most Innovative Partner. We develop practical easy-to-use solutions that elevate your every-day use of Pipedrive.

What is OneNode?

OneNode allowsempowers Pipedrive users to linkseamlessly find and manage Sales documents linked to specifickey Pipedrive entities (—Organizations, PersonsPersons, and Deals),Deals. With OneNode, you can effortlessly search, browse, and keep track of documents withwithin common and private folders.

folders,

Weall designed OneNode asfrom a resultsingle, ofunified interface.

Why OneNode?

After years of experiencesupporting offeringPipedrive supportusers, we recognized a critical need: a simple way to Pipedrive users. We understandmanage the realever needgrowing thatvolume theyof have to managedigital Sales documents, whereverlocated theyacross mayvarious beplatforms (cloud storage, other SaaS, Pipedrive documents, your computer,computer). etc.),OneNode withouteliminates havingthe hassle of switching between applications—i.e. contract management, invoicing, quoting systems, project management, etc, allowing you to leavefind exactly what you need, right within the Pipedrive environment.

How it works

OneNode operates as an intuitive layer on top of your Pipedrive environment without storing or duplicating files. It uses metadata to seamlessly track and retrieve your documents, allowing Pipedrive users to concentrate on what truly matters—driving sales.

The installation process is straightforward, it requires no complex implementation, synchronization, or data migration. OneNode integrates into your Pipedrive workspace and then, you simply need to define the most frequently used document types and establish a starting common folder structure.

What about Pipedrive files?

While adding files to Pipedrive documents is straightforward, locating them later can be challenging unless you recall the specific deal or entity they are associated with. With OneNode, you can add Pipedrive files and retrieve them using various search criteria—such as owner, date, or other attributes—beyond just the file name.

What about SmartDocs?

to be defined

Dive into this guide to discover how OneNode can elevate your Pipedrive experience. Let’s get started!