Creating Document types
Every organization is unique, and each sales team has its own way of using Pipedrive.
To get started, as an Administrator or Sales Manager configuring OneNode, identify the key documents your team frequently searches for in or outside Pipedrive—whether in other systems, cloud storage, or online. Consider common questions users ask when searching, such as:
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Which contracts are expiring in the next 3 months?
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How many invoices over a certain amount were issued last week?
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What price list was shared with a specific customer?
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Who managed the project plan and delivery for a client?
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How many quotes remain valid until the end of the week?
Based on these questions, you can create a list of document types and set up relevant properties or search criteria to classify them within OneNode.
You can start simple or go more detailed with document structures.
